Account types
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Beneficiaries
Get your affairs in order with account beneficiaries
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IRAs
IRA options, inherited IRAs, RMDs, and more
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Joint accounts
How to manage money with a partner at Betterment
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Powers of Attorney
How to manage your account with powers of attorney
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Retirement Plans
How our recommendations for your retirement plan and income work
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Trust Accounts
How to use Betterment when you have a trust set up
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401(k) Compliance Testing
Explore frequently asked questions by 401(k) employers
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Betterment 101
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401(k) participants
Details for participants in employer 401(k) plans managed by Betterment
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Account security
How to manage passwords, two-factor authentication, and general security preferences
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Account setup
Set up your Betterment account to help make the most of your money
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Common questions
Explore frequently asked questions by new customers
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Connecting accounts
Connect external accounts to see your money in one financial dashboard
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Fees
Key answers to your questions about Betterment's pricing
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Goals
Set goals and learn how we help you arrange your investments to reach them.
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Mobile app
Manage your money on iOS or Android with our mobile app
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Referral program
Promotional offers for referring your friends to Betterment
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Cash Management
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Cash Reserve
An account option for holding cash at Betterment
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Checking account
How to use Betterment Checking provided and issued by nbkc bank, Member FDIC.
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Debit card
Details about the Betterment Visa® debit card for Betterment Checking
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Paper checks
How to use paper checks with Betterment Checking
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Rewards
Cash back offers and other rewards for using your debit card
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Investment options
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Allocation management
Our allocation advice, rebalancing, and our auto-adjust feature
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Betterment Core Portfolio
Our recommended ETF portfolio strategy with 101 specific allocations
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BlackRock Target Income Portfolio
A bond-only portfolio strategy with five different target income levels
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Flexible portfolios
Our approach to letting your control the holdings in your portfolio
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Goldman Sachs Smart Beta
Explore the factor-based portfolio provided by Goldman Sachs.
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Performance
Answer your questions about investment returns, dividends, and comparisons
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Socially responsible investing
Portfolio options screened for environmental, social, government criteria
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Crypto investing
Explore and learn the basics of investing in digital assets with our diversified crypto portfolios
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FAQ for Marcus Invest Customers
Welcome Marcus Invest customers. We have answers to your common questions about joining Betterment.
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Goldman Sachs Tax Smart Bonds
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Moving money
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ACATS Transfers
Electronic investment transfer service for eligible accounts
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Charitable donations
Tax-efficiently give away appreciated shares to charitable organizations
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Deceased Customers
How to transfer assets for customers who have passed away
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Depositing
Move money into Betterment from outside accounts and institutions
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Divorce
Learn how to transfer assets as part of a divorce
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Documentation for Employers
Official letters and other documents for employers that require them
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Funding accounts
Pull money into Betterment by connecting your funding accounts
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Rollovers
Roll over a 401(k), 403(b), IRA, or other retirement plan to Betterment
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Transactions
Timelines and limitations on transactions in, out, and within Betterment
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Wealthsimple transfer
For Wealthsimple customers transferring their assets
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Withdrawals
How to withdraw, transfer out, or close your Betterment account
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Taxes
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Roth conversions
How to contribute to a traditional IRA and convert it into a Roth IRA
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Tax Coordination
How to use our automated asset location feature for your Retirement Goal
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Tax Filing Forms
Tax forms 1099-B, 1099-DIV, 1099-R, 1099-INT, and 5498
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Tax Form Importing
How to automatically import your tax forms into TurboTax, H&R Block, and TaxAct.
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Tax Filing Calendar
The dates you need to know before, during, and after tax season
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