If you received a check without a rollover tracking number (listed on your Transfer instructions), please write the number anywhere on the front of the check with a pen, then mail the check to the address listed 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
Overnighted mail, mail with tracking or requiring signature:
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.