How do I add funds to my self-directed investing account?

You can fund your self-directed investing account just like any other taxable Betterment account. This includes transferring money via ACH from a linked bank account, instantly moving funds from your Betterment Cash Reserve account, and transferring eligible securities from another broker via ACAT.

You may initiate a transfer from your automated investing account to your self-directed account, but note that this will result in the sale of securities and potential tax impact. You’ll receive a tax impact preview as part of the transfer flow. Assets will not move in-kind.