Earn Rewards: Sign up now and earn a special reward after your first deposit. See offer details

<title>Dismiss</title>

Betterment

Save, invest, retire

GET — On the App Store

View

Introducing Custom Model Portfolios. Learn more

<title>Dismiss</title>
Loading

TALK TO OUR LICENSED CONCIERGE TEAM

TALK TO OUR LICENSED CONCIERGE TEAM

Schedule an exploratory call with one of our Investment Advisor Representatives.

If you are exploring Betterment, or are already a customer and have at least $100k that could be moved, you have access to complimentary licensed guidance. More about how we help.

Schedule an exploratory call with one of our Investment Advisor Representatives

If you’re exploring Betterment or, are already a customer and have at least $100k that could be moved, you have access to complimentary licensed guidance. More about how we help.

  • See if Betterment is right for you

    We’ll tailor the conversation to your situation and help you understand whether Betterment fits your needs.

  • Optimize your account setup

    We’ll discuss which account types are right for you and how you can make the most of our goal-based platform.

  • Create a tax-efficient transfer plan

    We’ll provide our expert take on how best to transfer money to Betterment, including reducing tax-impact and time out of the market.

Ready to get started?

Send us a message

Or email askconcierge@betterment.com directly.

Meet Chrissy, Concierge Team Lead

Chrissy is a champion for financial innovation with a passion for providing people with objective financial advice. She and her team use an advised approach to help customers like you navigate complex onboarding and account transitions.

Frequently Asked Questions

Getting married, planning for college, or looking for a retirement plan?

Whatever it is you need—we’re here to help. Get in-depth, 1:1 advice and a tailored plan to make the most of your money from one of our CFP® professionals.

See how we can help