Leaving Fidelity Custody? Get Exceptional Transition Support.

White-glove transition support

A dedicated team of specialists acts as an extension of your team, covering your transition analysis and repapering.
Paperless account opening

Streamline the repapering process with digital forms and e-signatures, reducing manual work for your team and making the transition easier for clients.
Switching costs, covered

We’re waiving platform fees through 2028, and covering Fidelity transfer and termination fees for clients. Firms must switch by June 30, 2027. Terms apply.

Protect your margins and scale your value with segmentation.

Streamline smaller account management to generate sustainable profit instead of consuming advisor time. As clients grow in value, you have the resources to give them the attention they deserve.
Set your firm up for the next generation of wealth.

An estimated $124 trillion is transferring to younger generations. Roughly 70% of inheritors want a new advisor. A segmented firm that can serve every client is how you compete for the wealth that's already in motion.
A tiered solution so your team can thrive.

Defined segments free your senior advisors to focus on high-value relationships, while giving junior advisors real ownership of a tier they can grow.

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Fast onboarding and transfers
Partner with a dedicated team that helps guide your transition from start to finish. Once you’re up and running, onboard clients in minutes with paperless account opening, digital ACATs, and flexible funding options.
Powerful portfolio management
Build portfolios around each client’s needs, then let our automation handle more of the ongoing work. Drift-based rebalancing runs across every client, with third-party models and trading included in one fee.
Automated fee billing and reporting
Set your asset-based, tiered, or fixed-fee schedule, then let the platform handle the cycle. Fees are calculated automatically, cash is raised tax-efficiently, invoices are generated, and reconciliation happens without the spreadsheets.
Branded client experience
Deliver a polished experience under your own brand. Clients can track performance, view aggregated accounts, access statements, and manage their financial lives from a modern portal and mobile app.
Built-in tax management
Optimize accounts with automated tax-loss harvesting and asset location. You maintain control while our automation handles the ongoing work, saving time and supporting better after-tax outcomes.
High-yield cash, recordkeeping, and more
Expand your practice offerings with integrated cash accounts, workplace retirement plans, and more.

Cash Reserve offered by Betterment LLC and requires a Betterment Securities brokerage account. Betterment is not a bank. Learn More.

No fees.
No minimums.
Exceptional support.