You can enable the SRI portfolio when adding a new goal, or updating your existing goal’s portfolio strategy.
To update an existing goal, log in from a web browser and select your goal from the homepage. Go to the “Holdings” tab, then select “Edit” underneath Portfolio Strategy and follow the prompts.
There is no minimum balance to use any of our SRI strategies.
If you are already invested in Betterment’s SRI portfolio strategy and choose not to upgrade to any of these options, you will remain invested in our legacy SRI portfolio, which does not have any of the improvements mentioned under the “Broad Impact” portfolio. See our disclosures for more details.