Will my use of a flexible portfolio impact the advice I receive from Betterment?

You still have access to the core of Betterment’s advice if you use Flexible Portfolios. We will still provide recommendations about the level of risk you should take in your portfolio, as well as how much to save in order to reach your goal. Review the Advice Tab in your Betterment account to see our advice.

While adjusting your portfolio, you will also receive a risk and diversification assessment of your changes. Please note that Betterment will not automatically adjust a Flexible Portfolio’s allocation as you approach the end of your goal term, as we generally do for goals following our recommended allocation that have our auto-adjust feature enabled.