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Betterment

Save, invest, retire

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Introducing Custom Model Portfolios. Learn more

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Managing Your Money

Budgeting is like dieting—shaping your financial life around restriction. It's narrow, day-to-day, micro. Money management is like a healthy lifestyle—shaping your life around a holistic look at your finances and goals.

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Pros and Cons of CalSavers for Small Businesses

Answers to frequently asked questions about the CalSavers Retirement Savings Program

Betterment answers your tax season questions—from 401(k)s to HSAs

A timely Q&A about tax management on the Betterment platform.

Tax-Aware Migration Strategies

Betterment for Advisors allows advisors to specify trading migration strategies to easily transition their clients’ portfolios or investment allocations.

FAQ: Custom Model Portfolios

Build your own custom model portfolios of ETF funds while leveraging all of Betterment’s sophisticated portfolio management features.

Common Questions about Billing Your Clients

Get answers to your key questions about billing clients.

Questions about Using Dimensional Funds through Betterment for Advisors

Advisors using Dimensional Funds through Betterment can create their own models from scratch or select from a range of pre-built models

FAQ: Integration Partners

Betterment has integrations set up with several third-party platforms across financial planning, CRM, and performance reporting tools.

FAQ: White-labeled ETF Model Portfolios

Build your own customized portfolios by selecting from funds in the Betterment Core Strategy.

FAQ: Betterment Cash Reserve & Checking

Betterment provides you with cash management solutions that help your clients spend and save confidently.

Client Agreement Automation

Everything you need to know about this great feature. Scroll down to learn more and read our legal disclosures.