Where do I mail my rollover check?

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.

Regular Address:

Betterment

P.O Box 203945

Dallas, TX 75320

Overnight Address:

Lockbox Services #203945

Betterment

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.