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Betterment

Save, invest, retire

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Advisor Help Center

Information on how to provide your clients with great financial advice.

Top questions from advisors

Transaction Timelines

Advisor Transfer Guide

Custom Model Portfolios

Tax Forms and Filing

Funds and portfolios

Our Portfolio: Strategy and Funds
Socially Responsible Investing (SRI)
Flexible Portfolios
Goldman Sachs Smart Beta Portfolio
BlackRock Target Income Portfolio
How We Calculate Returns
Automatic Allocation Adjustment
Tax Loss Harvesting+
Tax Coordination
White-Labeled ETF Portfolios
Custom Model Portfolios
Dimensional Funds

Transfers

Add or Change a Bank Account
How to Sync Your Accounts
How to Deposit
How to Withdraw
ACATS Transfers
Roll Over Retirement Accounts
Direct IRA Transfers
Transfer to Another Provider
Close Account
Required Minimum Distributions
Transfer Assets After a Divorce
Transfer Assets After Death

Account Types

Manage Client Goals
SEP IRAs
Inherited IRAs
Joint Accounts
Trust Accounts

Retirement

Our Retirement Advice
Roll Over Retirement Accounts
Retirement Income
Required Minimum Distributions (RMDs)

Taxes

Tax Form Questions
Importing Into Tax Software
Reporting State, U.S. Government, and State Income
Give to Charity
Roth Conversions
Tax Withholding

Other

Integration Partners
Agreement Automation Process
Mobile App Questions
Managed Account Letters and Duplicate Statements
Beneficiaries, Power of Attorney, and Trusted Contacts
Account Security