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+, which can boost your after-tax returns by an estimated 0.77% per year
  • Tax Coordination, the most sophisticated form of asset location on the market (it can increase after-tax growth by an estimated 15% over 30 years)
  • 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%, making our services among the lowest-cost in the industry. We’re continuing to deliver a greater value than any other service available. All of our features are designed to grow† your money more efficiently and effectively than any other service out there. 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.