Get set up with an advisor by your side

Exploring Betterment? Looking to move at least $20k? You can receive free guidance from an advisor on how to optimize your account setup and make transferring easy.
Schedule a call Email the team
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Dealing with money is complex. 
Here’s how we can help: 

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    See if Betterment is right for you.

    We’ll tailor the conversation around your goals and help you understand whether Betterment fits your needs.
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    Optimize your account setup.

    Discuss which account types are right for you and how you can make the most of our goal-based platform.
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    Get help transferring your money.

    Provide an outline on easily transferring money to Betterment, including possible tax implications and transfer timelines.

Partners in setting you up for success.

Your situation is unique, and so is your relationship with us. We’re here to listen, answer questions, and offer guidance, so you have the foundation to achieve what you want with your money.
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Frequently asked questions:

Betterment’s Licensed Concierge Team offers support for individuals transferring assets to Betterment of $20,000 or more, and receives incentive compensation based on assets brought to or invested with Betterment. Betterment’s revenue varies for different offerings (e.g., Betterment Digital and Premium, Cash Reserve) and consequently Team members have an incentive to recommend the offering which results in the greatest revenue for Betterment. The marketing and solicitation activities of these individuals are supervised by Betterment to ensure that these individuals act in the client’s best interest.

Ready to talk to an expert?

Schedule a call