Introducing Betterment’s Socially Responsible Investing Portfolio. Learn more.

Best of both worlds

Everyone can use our digital tools and advice, but with our Plus and Premium plans, you can access our team of CFP® professionals and licensed financial experts.

Guided tour of betterment

Get help setting up your account.

Your team of licensed financial experts can help with getting started, deciding which funds to move to Betterment, allocating assets, setting goals, and identifying which Betterment tax features may be right for you.

Personalized Advice

Get holistic advice across all of your money.

We don't just advise on the money you have with Betterment—our licensed experts can look at all of your accounts to help you make financial decisions.

Advice in your best interest

Rely on experts who have your back.

Unlike many other investment managers, we aren't compensated for choosing certain funds for your portfolio, and we don't have funds of our own. We only do what we believe is right for you.

Multiple areas of expertise

Meet your team of experts.

Your team includes experts in investing, retirement and Social Security, tax planning, college savings, mortgages, and other debt.

One-on-one advisors

Access a dedicated advisor.

If you're looking for a one-on-one relationship with a dedicated financial advisor, we'll match you with an independent CFP® professional who can provide more regular and comprehensive financial planning.

Start your investment plan

I am

years old and

  • Not Retired
  • Retired

.

My annual income is

.

Start your investment plan

Your satisfaction is guaranteed. It's our commitment to you. Learn more.

Get up to 1 year managed free. The more you deposit in your first 45 days, the longer we’ll waive your management fee. See offer details.

Member of Securities Investor Protection Corporation

Betterment Securities is a member of SIPC. Securities in your account protected up to $500,000. For details, please see www.sipc.org.

Looking out for investors' accounts is a legal duty.

Regulated by the SEC and a member of FINRA, our Broker-Dealer, Betterment Securities, follows a strict set of rules, designed to protect our investors' accounts.