Ellevest - $1 billion and you’re invited!

*Ellevest AUM as of 3/12/2021.

**The “Billion Promotional Offer'' is offered to those who sign up for a monthly Ellevest membership service (Ellevest Essential, Ellevest Plus or Ellevest Executive) on March 23, 2021 or before 11:59 PM EST on March 31, 2021 (the “Promotional Period”). This Promotional Offer cannot be applied to an annual Ellevest membership service, existing Ellevest membership service, and is only available to new Ellevest membership clients. This Promotional Offer is not valid in conjunction and cannot be combined with any other offers or promotions. Clients who enroll for a monthly Ellevest membership service before the end of the Promotional Period will pay no monthly Ellevest membership fee for the first three months of their membership period, starting on the date the Ellevest Membership Terms and Conditions Agreement is acknowledged (the “Effective Date”). After three months from the Effective Date, the applicable fees for the Ellevest membership service selected will be reinstated.

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, that the Promotional Offer is not applicable to the particular Ellevest membership service, or that incomplete or inaccurate information was provided. Ellevest reserves the right to end or modify any promotion at any time.

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 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.

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.

Ellevest Membership fees are as follows: Ellevest Essential is $1 per month, Ellevest Plus is $5 per month, and Ellevest Executive is $9. Other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Membership Terms and Conditions Agreement will continue to apply.