How We Help Investors Seamlessly Transfer Accounts
Transitioning investment accounts from one provider to another can be tedious and complicated. Humans can help make it seamless and easy.
Video: How Does Betterment Move My Money?
We explain how long it usually takes for all the money movements happening in your Betterment account to fully complete.
How To Transfer Assets In Volatile Markets
Have a high-fee or high-risk brokerage account that you’ve been avoiding transferring due to potential tax consequences?
Transactions: An Overview
We provide an overview for just how long each type of transaction will take.
How to Do a Direct IRA Transfer
If this is your first direct IRA transfer, don’t worry. We help process direct IRA transfers every day, and we’re here to make it as easy for you as possible.
How To Roll Over A 401(k)—We Help Make It Easy
Have 401(k)s from old jobs lying around? Betterment makes rolling them over into a low-cost IRA account simple and easy.
What Happens To An Account When A Customer Passes Away
We explain the process for claiming ownership of an account after the owner has passed away.
How to Transfer Assets After a Divorce
We’re here to help you understand what happens next in terms of dividing assets held within Betterment.
ACATS: Automating Asset Transfers
Generally, an ACATS transfer is faster and more convenient than other types of transfers.
How To Add Or Change A Funding Account
You’ll need to link your bank accounts—either manually or electronically—in order to make deposits and request withdrawals.
How to Deposit
We provide instructions for the different types of deposits you can make into your account, as well as timelines for how long the process takes.
How to Roll Over Retirement Accounts
No matter what type of retirement account you want to roll over, we’ll try to help make it as easy as possible.
How to Withdraw, Transfer Out, or Close Account
We’ll walk you through how to withdraw from a taxable account or an IRA, how to transfer your account to another provider, and how to close your account.