Modernized client onboarding
Onboard clients to Betterment and open accounts in minutes—no paperwork required. Use our ACATS transfer and rollover tools to fund client accounts, avoiding the hassle of a paper-driven workflow.
Your dedicated relationship manager and our team of in-house operations and customer service specialists are here to support you from onboarding to funding and beyond.
Your client command center
Co-pilot is a comprehensive dashboard that aggregates urgent client needs all in one place. Review accounts that need approval, pending ACATS transfers, missing beneficiaries, and more.