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Betterment

Save, invest, retire

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Introducing Custom Model Portfolios. Learn more

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YOUR ALL-IN-ONE FINANCIAL DASHBOARD

Your financial dashboard displayed on both a smartphone and desktop browser
Your financial dashboard displayed on both a smartphone and desktop browser
  • See your net worth.

    Get a bird’s-eye-view of your finances.

  • Connect outside accounts.

    Include any money you might have with other institutions.

  • Add shared accounts.

    Connect joint and trust accounts to track shared money.

  • See your net worth.

    Get a bird’s-eye-view of your finances.

  • Connect outside accounts.

    Include any money you might have with other institutions.

  • Add shared accounts.

    Connect joint and trust accounts to track shared money.

  • View performance.

    See your total earned dividends, tax losses harvested, and more.

  • Track savings progress.

    Stay on track for your goals, and make adjustments if things change.

  • See money movement.

    Track your deposits, spending, and transfers.

  • View performance.

    See your total earned dividends, tax losses harvested, and more.

  • Track savings progress.

    Stay on track for your goals, and make adjustments if things change.

  • See money movement.

    Track your deposits, spending, and transfers.

A performance chart showing your balance over time, earnings, dividends, and tax losses harvested

Dive deep on your earnings.

Get a detailed breakdown on just how your investments have performed, and see how our technology is working to save you more.

Your upcoming scheduled deposits shown in a list

Manage your deposit schedule.

Set up auto-deposit to save without lifting a finger, and then oversee your money movement right from your dashboard.

See the bigger (better) picture.

Get started