If you were a Ellevest customer who transferred to Betterment and are looking for your Ellevest Tax Forms, please follow the instructions below.
How to Access Your Ellevest Documents:
- Go to folioclient.com.
- Enter your Username and Password
- Select Log In
Once logged in, navigate to the Statements & Tax Records section. From there, select the Tax Center tab to view and download your tax forms and any other relevant documentation.
Need Help Logging In? If you have forgotten your username or password, simply click the "Forgot" option on the login screen to reset your credentials.
Need Further Assistance? Their Client Service team is happy to help. Please don't hesitate to reach out by phone at (844) 413-1820.
This information is specific to former Ellevest customers. For general Betterment tax forms, these will always be available in the Tax Forms section of your Betterment account.