The “GOBIG” Promotional offer is for those who 1) sign up for an Ellevest plan on or before 11:59 PM EST on 1/31/2024 (the “Promotional Period), 2) make an initial deposit of $1 or more into an Ellevest non-retirement investment account, and 3) are a client at the time the $1 is applied to your account. This Promotional Offer cannot be applied to an existing Ellevest plan, and is only available to the first 500 eligible new Ellevest digital 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. Clients who enroll with promo code “GOBIG” before the end of the Promotional Period will pay no Ellevest plan fee for the first month of their plan period, starting on the date the Ellevest Plan Terms and Conditions Agreement is acknowledged (the “Effective Date”). After 1 month from the Effective Date, the applicable fees for the Ellevest plan will be applied and other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Plan Terms and Conditions Agreement will apply.

Digital clients who enroll with promo code “GOBIG” and make an initial deposit of $1 or more to a non-retirement investment account within the Promotional Period will receive a promotional amount of $24 added to their Ellevest investment account. Ellevest’s processing time for depositing the $24 promotional amount 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 our 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 Plan 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.

Other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Plan Terms and Conditions Agreement will continue to apply.

© 2024 Ellevest, Inc. All Rights Reserved.

The information provided is current as of the date of this writing and for informational purposes only. It 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 or tax advice. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.

Investing entails risk, including the possible loss of principal, and past performance is not predictive of future results.

Ellevest, Inc. is an SEC-registered investment adviser. Ellevest fees and additional information can be found at www.ellevest.com.