Questions? WE’RE HERE TO HELP
Questions?
WE’RE HERE TO HELP
Find answers to your questions
Getting Started
Transfers in and out
Taxes
Investments
Goals and accounts
IRAs and retirement
See our full Customer Help Center
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.
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