If you receive a check for a rollover or transfer made out to "Betterment", you can mail the check to one of the two addresses below.
These instructions only apply if you’d like to roll your funds into a Betterment IRA. If you’d like to transfer funds into an existing Betterment 401(k) plan through your employer, follow these instructions instead.
P.O Box 203945
Dallas, TX 75320
Lockbox Services #203945
2975 Regent Blvd., Suite 100
Irving, TX 75063
Please note that you should never mail checks to us if they are made out to your name directly, as we cannot accept checks made out to you.