Betterment’s portfolio comparison is based on a mapping believed to best achieve the investment aims implied by each Ellevest client’s portfolio at Ellevest. However, we understand that clients may wish to change their strategy or allocation once assets arrive at Betterment. All former Ellevest accounts, even tax-advantaged accounts, will gradually transition to their Betterment strategies over an extended (at least 30 day) period, relying on rebalancing exclusively through cash-flows. This transition period is intended to give Ellevest customers the opportunity to make their own selections and minimize potential transactions in your portfolio.
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