Can I transfer money to and from my investing goals from Cash Reserve?

You can transfer between an investment goal and your individual or joint cash account, or vice versa, up to 5 times per day. These transactions generally take 1-2 business days to complete.

Within accounts held at Betterment, we generally only allow transfers involving individual or joint investing accounts if you are listed as married to the account owner. Note: This requirement does not apply if you created the joint account and are the primary account owner. Confirm spouse details or read more about taxpayer relationships. If you are not married, contact us and we can help you with a manual transfer.

Note that bank holidays do not count as business days. You can see a list of bank holidays here.

Transaction Timeline Table