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Webinar: New behavioral insights into the emerging wealth client profile from Betterment’s Research Team.   Save your spot

Welcome to your advisor toolkit

Explore our automated platform and features at your own pace, with dedicated support whenever you need it.
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Navigate your platform with step-by-step guides

  • Onboarding

    Set up your profile

    Create an account and assign user roles.
     Get started

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  • Onboarding

    Explore your new advisor dashboard

    Set up billing, reports, compliance requirements, portfolios, and settings.
     Get started

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  • Onboarding

    Onboard new clients

    Invite new clients, link accounts, take actions on your clients’ behalf, and edit beneficiaries.
     Get started

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  • How-To

    Start a rollover or transfer

    Learn more about taxable account transfers, ACATs, IRA rollovers, and more.
     Get started

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  • How-To

    Maximize tax efficiency

    Get tax forms, info on RMDs, as well as recharacterizations and Roth conversion.
     Get started

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  • How-To

    Set up client billing

    Learn about flexible billing plans—and how to calculate, collect, and report fees.
    Get started

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  • Investing strategies

    Portfolio management

    Learn about custom & turnkey portfolios, drift, rebalancing, account updates, and more.
    Learn more

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  • Investing strategies

    Our approach to initial allocations

    Explore our volatility methodology—how we apply it across portfolios and what it means for allocation decisions.
    Learn more

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Take a tour of the platform

  • Client billing

    Turn on automated billing

    Set fee schedules, charge for on-demand services, and generate invoices. All in one place. 
    Explore billing
  • Initial allocation

    Set smarter starting allocations

    Pick a portfolio strategy and we’ll assign a starting allocation, based on on goal, horizon, and account type.
    See it action

  • Daffy webinar

    Offer tax-smart giving

    Give clients access to a flat-fee Donor-advised fund (DAF), with 1.5M charities, and no processing fees
    See how it works

  • Client automation

    Enable DocuSign for client agreements

    Capture signatures, signing details, and completed agreements directly within the onboarding workflow. 
    Help opt in clients today

Share client-ready resources

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    Client onboarding video

    Show clients what they can expect during the onboarding process.
    Watch Video
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    Opening a client account

    This guide provides tips to help your clients get started with Betterment.
    Download PDF

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    Tools and features overview

    Help clients understand how to use our technology with this brochure.
    Download PDF

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    Cash Reserve

    Learn more about managing cash alongside investments. Download PDF
Cash Reserve offered by Betterment LLC and requires a Betterment Securities brokerage account. Betterment is not a bank. FDIC insurance provided by Program Banks, subject to certain conditions. Learn more.

A model marketplace for how you work

Streamline and scale your practice with portfolios from Betterment and leading asset managers. Utilize our portfolio management tools and tax-saving technology so you can manage more clients with less effort.

Explore the models
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All logos are trademarks of their respective companies. Betterment receives compensation from model providers to support certain portfolios

Get support you can count on

Whether you’re looking for help transitioning assets, onboarding clients, or billing—our team can help.

Contact our team: support@BettermentAdvisorSolutions.com
(888) 646-2581 Monday–Friday, 9am–6pm ET 

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