Common Contracts

Ellevest Digital and Ellevest Premium Services ELLEVEST CLIENT AGREEMENT

Client Agreement • March 12th, 2021 • New York

• Contract Type
  Client Agreement
• Filed
  March 12th, 2021
• Jurisdiction
  New York

This 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.