Close Account
In order to close your account, you’ll need to redeem all your shares via the share redemption process below. Please fill out the redeem shares form below.
Note: We’ll need to wait until all your shares are redeemed to close your account. You’ll still be able to login to gather tax documents you may need in the future.
FAQ
Initial Investment
Input the amount of your starting investment. The average investment of Elevate Money users is $364, and the range is between $100 and $25,000.
Turn On Dividend Re-Investment
Decide if you would prefer to re-invest your dividends to compound your returns, or turn off dividend re-investment if you choose to receive your dividends payments into your bank account. Elevate Money pays dividends monthly, and 70% of our users choose to turn on dividend re-invest.
Turn On Auto-Investing
Elevate Money allows you to easily set up recurring bi-weekly or monthly investments to incrementally add to your portfolio. You may use the calculator to see the difference in projections between turning on or off the auto-invest feature.
Elevate Money Dividend Calculator is a tool that allows you to visualize potential returns over various time horizons and when turning on or off features such as dividend reinvest and auto-invest. In addition to earning income from dividends, investments in real estate may also appreciate in value. Please note, the current version of the calculator does not include the option for annualized appreciation.