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+
We’ve automated tax loss harvesting which can help you save on taxes over time.
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
Betterment’s new series is a platform designed to bring women in the tech community together to lead, learn, and grow.
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.