Ellevest - Do well for your financial wellness
|
|
The “Financial Wellness” Promotional offer is for those who 1) sign up for an Ellevest Plus or Ellevest Executive membership service and 2) make an initial deposit of $1 or more into an Ellevest non-retirement investment account on or before 11:59 PM EST on 10/20/2021 (the “Promotional Period”). 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 “DOWELL” 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 “DOWELL” and make an initial deposit of $1 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.
Ellevest Membership fees are as follows: Ellevest Essential is $1 per month, Ellevest Plus is $5 per month, and Ellevest Executive is $9 per month. Other fees as described in Ellevest Wrap Fee Program Brochure and the Ellevest Membership Terms and Conditions Agreement will continue to apply. Ellevest doesn’t require Members to maintain a minimum investment account balance. However, there are portfolio-specific minimums (ranging from $1 to approximately $240). You may not receive the entire recommended portfolio until your account balance meets the respective portfolio minimum. Ellevest will not rebalance a portfolio until it meets the respective account balance minimum necessary to generate the required shares. This minimum is a function of portfolio allocation and the share price of individual holdings, which will vary.
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.
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.
|
Older messages
Wait, Ellevest can pay for itself?
Tuesday, September 14, 2021
Yes, literally. Now go make big money moves.
Are you missing out on cash back rewards?
Tuesday, September 7, 2021
Spend, earn, save (rinse, repeat).
Give your money goals a fresh start
Monday, August 30, 2021
The best part? You can start where you are.
You can conquer the Summer Scaries
Monday, August 23, 2021
Join Ellevest to start planning a future you look forward to.
🌴Plan a Dream Retirement (From Your Backyard)
Monday, August 16, 2021
Retirement goals? We help you reach for them (even from a lounge chair).
You Might Also Like
🎂 Icky icing on the cake
Thursday, April 25, 2024
Plus, should you share your salary with your kids? ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
I haven't been this worried since 2008...
Thursday, April 25, 2024
The following is a third-party sponsored message. It should not be considered a recommendation or endorsement by HS Dent Publishing. I'm officially sounding the alarm. AI has been the hottest
Metal is back
Wednesday, April 24, 2024
Bloomberg Evening Briefing View in browser Bloomberg Metal is back. Some of the world's biggest energy trading companies are returning to the sector years after getting burnt in notoriously
👀 Meta spilled the beans
Wednesday, April 24, 2024
Meta revealed its first-quarter results | Gucci-owner Kering's results weren't front-cover material | Finimize TOGETHER WITH Hi Reader, here's what you need to know for April 25th in 3:16
Lots of things emerge as spring begins — and we’re not talking about flowers
Wednesday, April 24, 2024
Prepare for the ugly side of warmer months. ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
Issue #235: Is chasing high APYs worth it?
Wednesday, April 24, 2024
plus Roger goes viral + themed cruises ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
Harry's Take 4-24-24 Have You Saved Enough?
Wednesday, April 24, 2024
Life Expectancy and Retirement ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
Adapt or Atrophy? - Issue #465
Wednesday, April 24, 2024
This week, we examine the resilience and transformation driving the fintech and logistics sectors. April 24, 2024 FinTech Weekly plunges into the heart of a sector that refuses to stand still. This
The 10-Minute Trader [One Easy Option Trade]
Wednesday, April 24, 2024
The following is a third-party sponsored message. It should not be considered a recommendation or endorsement by HS Dent Publishing. Hugh Grossman Fellow Investor, Hugh Grossman here, This simple, set-
Quantifying the macroeconomic impact of geopolitical risk
Wednesday, April 24, 2024
Julian Reynolds Policymakers and market participants consistently cite geopolitical developments as a key risk to the global economy and financial system. But how can one quantify the potential