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Betterment

Save, invest, retire

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Introducing Custom Model Portfolios. Learn more

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Questions? WE’RE HERE TO HELP

Questions?
WE’RE HERE TO HELP

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Find answers to your questions

Company details, pricing info, mobile apps, and getting started

How to deposit, withdraw, and make transfers within Betterment

Tax filing help, plus explore key tax features like Tax Coordination

Understand portfolios, underlying funds (ETFs), and rebalancing

Bucket your money with goals and use different account types

Retirement guidance and IRAs (Roth, traditional, and SEP)

Speak with an advisor

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.

Speak with an advisor

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.

Contact Customer Support

Select the button in the lower right corner of your screen for additional assistance and contact information.

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