You got Ellevested! Here's what's next  
link  
click upn equals tg NU 1q Cex Ss R Kk U 9n 1MU…  
Hooray!  
Congratulations you're on your way to reaching your biggest goals with Ellevest Digital.  
WHAT’S NEXT  
Billing Plan  
The annual fee is 0.25 percent  of your assets under management.  
This fee will be prorated and your account  
will be charged once a month.  
This does not apply to the Emergency Fund, which does not have a  
management fee.  
Pending Funds  
Your funds are pending, and transfers usually take about 3 to 5 business days to complete.  
Add a Trusted Contact  
Just to be safe.  
If Folio suspects that someone is misusing your account, they will get in touch  
with your trusted contact as a protective measure.  
link  
Log into  
your Ellevest account to add your  
contact.  
Final Steps  
Look out for any emails from Ellevest that say,  Action Required.  
We send these in case we need  
additional verification from you.  
Copies For You  
Ah, paperwork. Don't worry, it  s all digital.  
You don't need to do anything with these files, they  
re just to download for your records.  
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ELLEVEST CLIENT AGREEMENT  
  
link  
ELLEVEST WRAP FEE PROGRAM BROCHURE  
  
link  
ELLEVEST PRIVACY NOTICE  
FROM FOLIO  
Folio is an independent custodian that safeguards your assets.  
You'll receive periodic emails from  
them, such as when your online statements are ready.  
You can also view your monthly statements with Folio directly.  
link  
Download your Folio customer agreement  
  
Folio website:  
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www dot folioclient dot com  
  
Your Folio Username: Smiles Davis RGE 6000500  
If you experience any issues or have questions, please contact us:  
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email protected  
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844 ELL 7100  
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click upn equals tg NU 1q Cex Ss R Kk U 9n 1MU…  
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click upn equals tg NU 1q Cex Ss R Kk U 9n 1MU…  
link  
click upn equals tg NU 1q Cex Ss R Kk U 9n 1MU…  
link  
click upn equals tg NU 1q Cex Ss R Kk U 9n 1MU…  
Copyright  2017 2018 Ellevest Inc.