What We Offer
Learn about Betterment through the writing of experts, including in-depth product explanations, our methodologies, and vision for the future.
Should I Speak With A Financial Advisor?
As a robo-advisor, we give you automated advice that’s accessible through our website and mobile app. We also have a team of CERTIFIED FINANCIAL PLANNER® professionals who can help answer your burning financial questions.
Funding a Safety Net: Calculate Your Target Amount
Don’t know how much to set aside for emergencies? Don’t let uncertainty stop you from saving. We’ll help you figure out how much you should save so that you can feel prepared.
Do More With Our Redesigned Mobile App
Manage your financial life with our completely redesigned mobile app. We took feedback from customers like you and turned our app into a hub for your financial life.
What Are The Most Effective Auto-Deposit Settings?
Choosing the right deposit strategy is an important step towards helping you reach your goals. We recommend setting up your auto-deposits so that they occur right after each paycheck.
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.