Frequently Asked Questions

There’s a lot at work in a Betterment account. Get the answers to the top questions new customers ask us.

Getting to know Betterment

Getting Started

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Retirement Planning Advice That Matches How You Save

Retirement Planning Advice That Matches How You Save

Betterment is constantly working to align our investment advice with what it’s really like to pursue your financial goals. Learn about how our retirement planning advice continues to improve.

Advancing the Betterment Portfolio Strategy

Advancing the Betterment Portfolio Strategy

Betterment’s core portfolio strategy is based on Nobel Prize-winning research. We continually improve the portfolio strategy over time in line with our research-focused investment philosophy.

Your Tax Return: Plan Ahead with Betterment

Your Tax Return: Plan Ahead with Betterment

Thinking about how to file your tax return? As with your investments, Betterment helps keep tax prep efficient and simple.

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