Yes, you can transfer between your individual and joint investment and cash accounts.
Within accounts held at Betterment, we only allow transfers involving individual and joint investing accounts if you are listed as married to the account owner. Note: This requirement does not apply if you created the joint account and are the primary account owner. Confirm spouse details, or, if you are not married, contact us and we can help you with a manual transfer.
To transfer between your individual and joint accounts, follow the instructions below.
- From a web browser: Select Transfer or rollover > Transfer within Betterment > and choose the source account and destination account.
- From our mobile app: First, select the account you wish to transfer from, then select Transfer > Transfer within Betterment > and select the destination account.
There are limitations on how many transfers you can initiate per day, depending on what type of accounts you are transferring between.