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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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On Guns and Investing: Our Response

The Betterment SRI portfolio represents a reduction in exposure to weapons manufacturers compared to conventional portfolios. But, it isn’t perfect—and there’s a reason for that.

Recent articles

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 new feature. Scroll down to learn more and read our legal disclosures.

FAQ: Security & Privacy

Learn more about Betterment's security and privacy policies

FAQ: Agreement Automation Process

The Betterment for Advisors Client Agreement Automation function will make onboarding your new clients fast, easy, and completely paperless.

See details and disclosure for Betterment's articles and FAQs.