The “EXEC20” Promotional offer is for those who 1) sign up for a monthly Ellevest Executive membership service on or before 11:59 PM EST on 8/17/2022 (the “Promotional Period), 2) make an initial deposit of $5 or more into an Ellevest non-retirement investment account, and 3) are an Executive member at the time the $20 is applied to your account. This Promotional Offer cannot be applied to an annual or existing Ellevest membership service, and is only available to the first 500 eligible new Ellevest membership clients who redeem it before the Promotional Period ends. This Promotional Offer is not valid in conjunction and cannot be combined with any other offers or promotions. Membership clients who enroll with promo code “EXEC20” before the end of the Promotional Period will pay no Ellevest Membership fee for the first month of their membership period, starting on the date the membership agreement is acknowledged (the “Effective Date”). After 1 month from the Effective Date, the applicable fees for the Membership service selected will be reinstated and other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Membership Terms and Conditions Agreement will continue to apply. Membership clients who enroll with promo code “EXEC20” and make an initial deposit of $5 or more to a non-retirement investment account within the Promotional Period will receive $20 added to their Ellevest investment account. Ellevest’s processing time for depositing $20 into a client’s Ellevest account may be up to 90 days after the Promotional Period ends. Ellevest reserves the right to refuse to award you the Promotional offer if it determines, in its sole discretion, that the promotion was claimed 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 Membership Terms and Conditions Agreement or applicable federal or state law, or that incomplete or inaccurate information was provided. Ellevest reserves the right to end or modify any promotion at any time.

The Ellevest Impact Portfolio is a low-cost, globally diversified portfolio invested across many asset classes with up to 55% in impact investments. Ellevest Impact Portfolios are designed for positive social impact in three areas: (1) Women In Leadership: Funds investing in companies with more women leaders and policies that advance women. (2) Sustainable, Accountable Companies: Funds investing in companies working to meet higher standards for sustainability and ethical practices. (3) Thriving Communities: Funds investing in companies that build stronger communities by supporting affordable housing, job creation, healthcare, and infrastructure projects that foster sustainable economic development. Ellevest members who choose to invest in an Ellevest Impact Portfolio cannot direct specific fund investments or select which impact areas to include in their portfolio.

All opinions and views expressed by Ellevest are current as of the date of this writing, for informational purposes only, and do not constitute or imply an endorsement of any third-party’s products or services.

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

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.

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

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.

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.