Betterment invests your money at a fraction of the cost of traditional financial services.
Consolidate your assets into one retirement account for easier management.
Protect your financial future by rolling over into a diversified portfolio, with the right level of risk for your retirement goals.
Through diversification, automated rebalancing, better behavior, and lower fees, Betterment customers can expect 4.30% higher returns than a typical DIY investor.
"We're here to serve you 7 days a week. Betterment provides a dedicated rollover concierge to each customer rolling over retirement assets. Betterment support is available to speak with your current 401(k) or IRA provider to make sure the transition of assets is completed smoothly."
Archana Burra | Rollover Concierge
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We are an SEC-registered investment advisor and our broker-dealer is a member of SIPC and FINRA.