Your Retirement. Your Terms.

IRAs Built for Women

Take control of your retirement in minutes. Transfer your traditional, Roth or SEP IRA today.

Retirement Isn’t One‑Size‑Fits‑All

Women live longer than men & our salaries grow differently. Ellevest looks at these factors, plus your unique financial profile, to customize your retirement portfolio.

Rethink Retirement

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  • Big Picture Planning

    We look at all of your retirement accounts — not just those with Ellevest — and recommend how much to save.

  • What’s Your Number?

    Instead of one giant number, Ellevest shows you how much money you’ll likely need annually during your retirement.

  • Make It Work For You

    Adjust your recommended deposits, timeline and goal target if you want to live bigger or more modestly.

Get Started

Security & Fees

You First
  • As an SEC-registered fiduciary, we have your best interests in mind.

  • Your assets are held by Folio — an SEC-registered broker/dealer, custodian and member of SIPC.

No Taxes, No Transfer Fees
  • You won’t be taxed for transferring your IRA to Ellevest.

  • We won’t charge you any fees for the transfer.*

*You may incur transaction and transfer fees from your current IRA provider.

Transfers Made Simple

Forget about paperwork. It only takes you a few minutes to start an IRA transfer online — then we’ll take it from there. We’ll reach out if we need anything else from you.

  • 1. Create an investment plan

    Choose a retirement goal & click on the “Transfer IRA” button.

    Transfers made simple infographic 1
  • 2. Set up your account

    Provide details about yourself & your outside traditional, Roth or SEP IRA.

    Transfers made simple infographic 2
  • 3. Review & confirm

    Review your Ellevest IRA portfolio & confirm the transfer.

Learn More
Transfers made simple infographic 1Transfers made simple infographic 2