Free for 90 days: Sign up now and get 90 days managed free after your first deposit. See offer details

<title>Dismiss</title>

What We Offer

Learn about Betterment through the writing of experts, including in-depth product explanations, our methodologies, and vision for the future.

The Benefits of Tax Loss Harvesting+

The Benefits of Tax Loss Harvesting+

We’ve automated tax loss harvesting which can help you save on taxes over time.

The Benefits of Tax Coordination

The Benefits of Tax Coordination

We’ve automated asset location which can help you save on taxes over time.

Empowering our Community: Introducing the SHARE Series

Empowering our Community: Introducing the SHARE Series

Betterment’s new series is a platform designed to bring women in the tech community together to lead, learn, and grow.

Recent Articles

The Betterment Rollover: A Fast Track to a Better Financial Future

Roll over a Traditional, Roth, or SEP IRA—and start yourself on the path to a better financial future.

Manage Your Cash the Modern Way With Two-Way Sweep

Manage your cash the modern way—effortlessly. Try out Two-Way Sweep, our latest in cash management technology.

Affected by the Shutdown? We’re Here to Help.

As government employees continue to persevere through uncertainty, Betterment hopes to provide financial clarity for customers.

Understanding Our Goldman Sachs Smart Beta Portfolio

Ever heard of factor investing? Learn more about our Goldman Sachs Smart Beta portfolio, which favors investments based on four specific factors.

Understanding Trust Accounts

Betterment supports both revocable and irrevocable trusts that are authorized to invest in securities. Learn more about how to set up a trust and what documents we’ll need from you.

Betterment Advisor Network: Getting Matched With a Dedicated Advisor

Through our network of vetted independent CERTIFIED FINANCIAL PLANNER™ professionals, you can leverage Betterment's tax‑efficient smart technology, while also working alongside a dedicated financial advisor.

Common Questions About Betterment

Learn the basics of what Betterment’s mission is. We’ll also go over fees, account eligibility, and how you can contact us.

Most Common Mobile App Questions

Learn the answers to some of the most common questions we hear from our mobile app users. Download our app on either iPhone or Android.

How to Sync Your Accounts

Syncing your accounts lets you see your holistic financial picture, and allows us to give you better advice. Learn how to sync your accounts and troubleshoot any issues that may arise.

Understanding Tax Loss Harvesting+

Learn more about tax loss harvesting, which is the practice of selling an asset at a loss in order to use the loss to offset gains or lower your taxable income.

<title>Close</title>

Search our site

For more information and disclosures about the Betterment Resource Center, click here. | See our contributors.