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Moving money to Betterment or looking for help with financial planning? We have two great teams, each excited to work with you. 

Explore our one-on-one services

Nick Holeman, head of advisors at Betterment.
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Get in touch with us.

Get the help you’re looking for by chatting with our virtual assistant. This service is available 24/7 for all of your pressing questions.


Want to speak to customer support? Call us directly at (718) 400-6898 Monday through Thursday, 9:00am-6:00pm (ET) and Friday, 9:00am-4:00pm (ET) .

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Betterment addresses:

  • Address for outbound transfer paperwork:

    Betterment Transfers
    PO Box 207691
    Dallas, TX 75320-7691

  • Overnight address for outbound transfer paperwork:

    Betterment Transfers
    2975 Regent Blvd, Suite 100
    Lockbox Services 207691
    Irving, TX 75063

    Note: Instructions for 401(k) transfers can be found within participant accounts.

  • Corporate office mailing address:

    Betterment LLC
    8 W. 24th Street, 6th Floor
    New York, NY 10010