Practicing financial wellness means having a healthy relationship with money. But what does that look like IRL?
You know that feeling after writing in a gratitude journal or going for a brisk walk with a friend? It makes you feel ... good. We believe everyone should have the tools to take care of their financial wellness the same way. Join us for a *free* workshop to start practicing financial wellness — no matter where you’re starting from.
60-minute live, virtual workshop
Led by a CFP® professional
Tools to practice financial self-care and easy steps you can take to live the life you want
A community of women+ prioritizing their money goals.
Plus worksheets to help you put everything into practice!
What feels better than reaching your money and career goals? Bringing your friends along with you — and celebrating the money moments in your life that you’re both proud of.
Invite your friends to sign up!
Tag @ellevest to show us how you’re practicing financial wellness — whether it’s buying a latte, getting the keys to your new house, or finally taking that dream trip. You do you!
Ellevest is only available for people living in the contiguous US (as well as in Alaska and Hawaii), have a Social Security number, and (for Ellevest membership) a checking or savings account with a US bank.
That’s because the financial laws and regulations vary depending on the country where a person lives, and we can only provide investment advice to clients who fall under the United States’ jurisdiction.
More specifically, to use Ellevest services, you must be 18 or over and be a US person, which includes a US resident alien, have a valid US residential mailing address and have a valid US taxpayer identification number (or social security number). We don't offer our services outside the US.
Also important to note: While we welcome everyone to subscribe to our newsletter, read our online Magazine or attend a workshop, the info we provide there is specific to the US and might not be appropriate for people who live in other countries.
The Ellevest membership is designed to help women take action to turn their money from a source of stress into a source of strength so they can live the life they want. Ellevest offers three membership plans to give members access to investing, banking, retirement planning, learning, plus career coaching and financial planning. Membership is designed to meet women where they are — that means there are no minimums, no barriers, no hidden fees.
The “Financial Wellness” Promotional offer is for those who 1) sign up for an Ellevest Essential, 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. Other fees as described in Ellevest’s 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.
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.