What is included in the Betterment Digital plan?

Our Betterment Digital plan includes:

  • Fractional shares and free trades
  • Our low-cost, globally diversified investment portfolio, tailored for tax-advantaged or taxable accounts
  • Automatic rebalancing
  • Tax Loss Harvesting+
  • Tax Coordination, the most sophisticated form of asset location on the market
  • A personalized retirement plan
  • The ability to sync external financial accounts which allows customers to get advice on assets held outside of Betterment
  • A dedicated customer service team.

Betterment Digital is our lowest-cost plan at 0.25%. Our features are designed to grow your money efficiently and effectively. We will never stop working to deliver services that help improve how much more you take home, and there’s so much more to come.