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Single stocks are here! Seamlessly build custom model portfolios with stocks, ETFs, and mutual funds.  Learn more

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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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

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    Dimensional Core Plus ETF Wealth Models

    Provide info to help clients decide if it’s right for them.
    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.

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, 10am–6pm ET 

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