Get set up with an advisor by your side

Frequently asked questions:

• Are there any requirements to talk with a Licensed Concierge?

  To connect with an Investment Advisor Representative, you must be eligible to use Betterment and generally need to be exploring moving $20K or more to us. Depending on your accounts and situation, we can help others from time to time, so please contact us with any questions.

• How can I know I’m getting sound advice from the team?

  Betterment is a fiduciary, and any advisor representing Betterment is bound by our fiduciary duty to you as a customer. The Licensed Concierge team is made up of Investment Advisor Representatives (IARs), with over a decade of collective experience helping individuals, and who are reported by Betterment to the SEC in our ADV. These IARs have training and certifications to only provide advice that is in your best interest as a customer. If it’s ever not in your best interest to move money to Betterment, our team will tell you so.

• What will I need to do to prepare for a conversation?

  Since our time together is limited and our goal is to understand your situation, discuss whether Betterment is right for you, and ultimately describe the process and implications of transferring investments, the more we know ahead of time the better. If you’re an existing customer, we ask that you review your personal information and sync any accounts you’d like us to review. If you’re not a customer yet, or are not comfortable syncing your accounts, we’ll ask that you securely upload and send us your most recent statement(s) via email. While not required, taking these steps will help us maximize our time together.