Get more than a tax refund on April 15 – Roll over and get 1 year free
Don't wait – get up to 1 year free when you roll over a 401(k) or IRA by April 15.
The more you roll over, the more time you get for free.
|$10,000 - $99,999
||1 month free
|$100,000 - $499,999
||3 months free
|$500,000 or more
||12 months free
Stop losing money to fees.
Betterment invests your money at a fraction of the cost of traditional financial services.
Protect your retirement.
Consolidate your assets into one retirement account for easier management.
Take control of your future.
Protect your financial future by rolling over into a diversified portfolio, with the right level of risk for your retirement goals.
A Smarter Investing Experience
Through diversification, automated rebalancing, better behavior, and lower fees, Betterment customers can expect 4.30% higher returns than a typical DIY investor.
Smarter Means Faster
Betterment's end-to-end investing experience means faster cash transfers and 60-second rollovers. Roll over your 401(k), Roth IRA, or traditional IRA today.
Rollover Concierge, At Your Service
"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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Security and Confidence
We are an SEC-registered investment advisor and our broker-dealer is a member of SIPC and FINRA.
The offer is valid only for rollovers into Betterment IRA accounts. To qualify for 1 month free of Betterment service, you must rollover at least $10,000 and up to $100,000 into a Betterment IRA account. To qualify for 3 months free of Betterment service, you must rollover between $100,000 and up to $500,000 into a Betterment IRA account. To qualify for 1 year of free Betterment service, you must rollover $500,000 or greater into a Betterment IRA account. Your participation is subject to the following terms and agreements: To qualify for Betterment waiving its fees applicable to your Betterment account for the aforementioned periods of time, the rollover must be initiated by April 15, 2015 at 11:59:59 Eastern Daylight Time and completed within 45 days of the rollover initiation date. This promotion is not valid with any other offers and is non-transferable. Offer available to U.S. Residents only. The offer is valid only once per IRA account – multiple rollovers from the same IRA account do not qualify. Betterment reserves the right to terminate this offer at any time, to determine when to apply the free Betterment service, to limit account bonuses you are eligible to receive, and to refuse or recover any promotion award if Betterment determines that it was obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided in opening the account, or that any terms of the Betterment Account Agreements have been violated.