Give your clients' cash a boost
Exclusive advisor offer. With our Cash Reserve rate boost, your clients can earn 5.50% APY* (variable) for 3 months.
Here’s how the Cash Reserve rate boost works:
- New client offer: Starting now through September 30, your new clients are automatically eligible for a 0.50% APY boost. That means they'll earn 5.50% APY* for 3 months once they fund their Cash Reserve account.
- Exclusive offer for all clients: Unlock an exclusive 0.50% boost for every client when you transition $5M+ to Betterment for Advisors this quarter.**
Conditions apply. See offer terms.
*Displayed APY is variable as of November 8, 2024 and subject to change.
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Cash Reserve is only available to clients of Betterment LLC, which is not a bank, and cash transfers to program banks are conducted through the clients’ brokerage accounts at Betterment Securities. For Cash Reserve (“CR”), Betterment LLC only receives compensation from our program banks; Betterment LLC and Betterment Securities do not charge fees on your CR balance.
What makes Betterment’s Cash Reserve better?
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$0 fees.
Forget any monthly or maintenance costs—what they earn is what they keep. -
$2 million insured.†
Rest easy with FDIC insurance up to $2 million ($4 million for joint accounts) with our program banks. -
Unlimited withdrawals.
Compare this to other banks that limit how often clients can access their money. -
No minimum balance.
Other institutions offer higher interest rates based on a larger balance—clients can grow their money with as little as $10.