Can I talk to a financial advisor before I transfer?

You are welcome to speak with your financial or tax advisor prior to account transfer.  Once your new Betterment account is established, you will be able to speak with a member of Betterment’s licensed concierge team.  For more information and eligibility requirements, please visit Betterment’s Concierge Team page.

Customer support team members are also available five days per week to answer questions about your Betterment account.