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Betterment

Save, invest, retire

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QUESTIONS? WE'RE HERE TO HELP

Contact our Customer Support Team.

We're available five days a week to help answer questions about your account. Whether you have questions about Betterment Checking and Cash Reserve, setting up your investment accounts, or completing a rollover, we're here for you.

Visit our frequently asked questions to quickly answer your questions about how Betterment works.

Visit our tax support center to learn everything you need to know about tax season.

Support and Transfers

Looking to transfer or roll over an account TO Betterment?
Email our Rollover Specialists for dedicated guidance.
rollovers@betterment.com

Help with Betterment Checking or Cash Reserve
Available via phone
(718) 400-6898
cashsupport@betterment.com

Help with investing and general inquiries
Available via phone
(646) 600-8263
support@betterment.com

Support Hours

Betterment Checking or Cash Reserve Inquiries:

Phone support:
Mon-Wed: 9:00am-6:00pm (ET)
Thur: Closed
Fri: 9:00am-4:00pm (ET)

Investing and General Inquiries:

Phone support:
Mon-Wed: 9:00am-6:00pm (ET)
Thur: Closed
Fri: 9:00am-1:00pm (ET)

Mailing 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