Ellevest

Magazine

Here’s How We All Rise Financially: With Friends

By Sallie Krawcheck

At Ellevest, we know that when women are stronger financially, everyone’s better off. You are. Your family is. Your community. The economy. The planet.

That’s why we’ve made a huge change to our Refer a Friend program. It’s time for us to come together to lift each other up.

The power of women+ supporting women+

Here’s How We All Rise in 2019: With Friends

If you’re an Ellevest client, when a friend you refer also starts investing with us, we’ll give you $20 to invest toward your own future … and your friend gets $20, too.*

Let’s put that another way: If you’re an Ellevest client and you refer a friend, that’s $20 for your BFF, $20 for you. And it’s one friend you’ve lifted. $20 for your mom, $40 in total for you. That’s two people. $20 for your work wife, $60 in total for you. That’s three. And $20 for your favorite ally, $80 in total for you. Four. And so on.

Ellevest’s Refer a Friend program is the ultimate version of raising Elle — aka driving positive change in the world for all women+, starting with the ones we know and love. That’s why, once you've referred two people to Ellevest and they start investing, you'll officially become an Elle Raisers Ambassador. And when you’re in, you'll get some cool perks like swag, exclusive Q&As, and meetups as a thank-you.

How that power can skyrocket

It is our goal at Ellevest to get as many people investing as we can. And there’s no limit to our strength when we support each other.

The more support and encouragement we give to our friends, the more we have for ourselves too. And you’ll bring your friends, and their friends, and their friends along with you. Kind of mind-blowing, right???

This … this could be a game changer. Ready to get started?


Disclosures

Clients who refer others to Ellevest’s Refer a Friend program agree to serve as solicitors to the program and provide the email contact of individuals who would be happy to receive such information. When a referred client enrolls in Ellevest and funds their account as a result of the referral, the referrer and the referred client will be paid $20, added either to their highest-priority goal in their Ellevest account or a $20 Amazon gift card if a retirement account. Ellevest’s processing time for depositing $20 into a client’s Ellevest account or delivery of an Amazon gift card may be up to 90 days.

Your highest-priority goal must be funded before we process the $20 credit. To qualify for the $20, you must fund and stay funded throughout the 90 days while we process the referral credit.

Ellevest reserves the right to change, at any time, the amount paid to you for referring a client, or withhold payment of compensation to you if it determines the referral was made under wrongful or fraudulent circumstances, that your participation is against the spirit of the program, that making payment would constitute a violation of your Ellevest Client Agreement or applicable federal or state law, or that incomplete or inaccurate information was provided. Examples of incomplete or inaccurate information include, but are not limited to, incorrect personal information (such as an address or Social Security number) or incorrect bank link.

At Ellevest, our primary goal is to help women take control of their financial future through investing. In order to do this, helping our community become investors and encouraging them to overcome money taboos and share the benefits of investing is essential, and that is the spirit behind our Refer a Friend program.

We believe it is against this spirit to promote the program to third parties for any purposes other than encouraging them to become investors with Ellevest. For example, it is not intended for people whose primary motivation is to collect signup or referral bonuses.

Women, non-binary people, and allies.

© 2018 Ellevest, Inc. All Rights Reserved.

**Clients who refer others to Ellevest’s Refer a Friend program agree to serve as solicitors to the program and provide the email contact of individuals who would be happy to receive such information. As of May 29, 2019, when a referred client enrolls in Ellevest and funds their account as a result of the referral, the referrer and the referred client will be paid $20, added either to their highest-priority goal in their Ellevest account or a $20 Amazon gift card if a retirement account. Ellevest’s processing time for depositing $20 into a client’s Ellevest account or delivery of an Amazon gift card may be up to 90 days.

Your highest-priority goal must be funded before we process the credit to qualify for the $20, and must stay funded throughout the 90 days while we process the referral credit.

Ellevest reserves the right to change, at any time, the amount paid to you for referring a client, or withhold payment of compensation to you if it determines the referral was made under wrongful or fraudulent circumstances, that your participation is against the spirit of the program, that making payment would constitute a violation of your Ellevest Client Agreement or applicable federal or state law, or that incomplete or inaccurate information was provided. Examples of incomplete or inaccurate information include, but are not limited to, incorrect personal information (such as an address or Social Security number) or incorrect bank link.

At Ellevest, our primary goal is to help women take control of their financial future through investing. In order to do this, helping our community become investors and encouraging them to overcome money taboos and share the benefits of investing is essential, and that is the spirit behind our Refer a Friend program.

We believe it is against this spirit to promote the program to third parties for any purposes other than encouraging them to become investors with Ellevest. For example, it is not intended for people whose primary motivation is to collect signup or referral bonuses.

How many friends can you invite? All of them! But you’ll only be compensated for up to 20 friends who fund their accounts in each calendar year.

**Past performance is not a guarantee of future results.

Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice.

The information provided does not take into account the specific objectives, financial situation or particular needs of any specific person.

Information was obtained from third party sources, which we believe to be reliable but not guaranteed for accuracy or completeness.

Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income.

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Sallie Krawcheck

Sallie Krawcheck is the Co-Founder & CEO of Ellevest. Her life’s mission is to help women to reach their financial and professional goals.