How do customers upgrade to Betterment Premium?

Betterment customers who qualify can upgrade to Betterment Premium using the following steps.

To upgrade to Betterment Premium in the mobile app:

• Log in to the mobile app.
• Open the left-hand menu.
• Select “Talk to an advisor” 
• If you’re ready to upgrade immediately, click the “Upgrade to Premium” button. If you would like to schedule a complimentary exploratory call to learn more about Betterment Premium, click the “Schedule an exploratory call” button.

To upgrade to Betterment Premium in a web browser:

• Log in to Betterment.
• Select “Talk to an advisor” from the left-hand menu.
• If you’re ready to upgrade immediately, click the “Upgrade to Premium” button. If you would like to schedule a complimentary exploratory call to learn more about Betterment Premium, click the “Schedule an exploratory call” button.