ELLEVEST CLIENT AGREEMENTAnd Ellevest Premium Services • January 6th, 2021
Contract Type FiledJanuary 6th, 2021This Client Agreement (the “Agreement”) describes the terms and conditions under which Ellevest, Inc. (“Ellevest” “we,” or “us,”) will manage the account of the client (“you”) in the Ellevest Digital Service (“Ellevest Digital”) or the Ellevest Premium Service (“Ellevest Premium”) (Ellevest Digital and Ellevest Premium are collectively referred to as the “Services”) through the Ellevest Wrap Fee Program (the “Program”) utilizing discretionary investment management of such services. By indicating your interest within the automated investment platform delivered through www.ellevest.com (the “Website”) for either the Ellevest Digital or Ellevest Premium service, you agree to the terms of this Agreement for the respective service.
ELLEVEST CLIENT AGREEMENTAnd Ellevest Premium Services • October 1st, 2018 • Delaware
Contract Type FiledOctober 1st, 2018 JurisdictionThis Client Agreement (the “Agreement”) describes the terms and conditions under which Ellevest, Inc. (“Ellevest” “we,” or “us,”) will manage the account of the client (“you”) in the Ellevest Digital Service (“Ellevest Digital”) or the Ellevest Premium Service (“Ellevest Premium”) (Ellevest Digital and Ellevest Premium are collectively referred to as the “Services”) through the Ellevest Wrap Fee Program (the “Program”) utilizing discretionary investment management of such services. By indicating your interest within the automated investment platform delivered through www.ellevest.com (the “Website”) for either the Ellevest Digital or Ellevest Premium service, you agree to the terms of this Agreement for the respective service.
ELLEVEST CLIENT AGREEMENTAnd Ellevest Premium Services • December 26th, 2017 • New York
Contract Type FiledDecember 26th, 2017 JurisdictionThis Client Agreement (the “Agreement”) describes the terms and conditions under which Ellevest, Inc. (“Ellevest” “we,” or “us,”) will manage the account of the client (“you”) in the Ellevest Digital Service (“Ellevest Digital”) or the Ellevest Premium Service (“Ellevest Premium”) (Ellevest Digital and Ellevest Premium are collectively referred to as the “Services”) through the Ellevest Wrap Fee Program (the “Program”) utilizing discretionary investment management of such services. By indicating your interest within the automated investment platform delivered through www.ellevest.com (the “Website”) for either the Ellevest Digital or Ellevest Premium service, you agree to the terms of this Agreement for the respective service.