How can I manage my investments on the mobile app?

We enable you to manage investments easily from the mobile app, from adding goals and accounts to viewing holdings and checking performance.

Add a Goal or Account

1. Select the three horizontal lines in the upper left of your screen.
2. Select + Add account.
3. Choose the type of account you’d like to open. 

View and Adjust Holdings

To view your holdings:

1. From the home screen, scroll down to Accounts and choose the account you’d like to view. 
2. Scroll down to the Portfolio section and select See portfolio details to view your holdings.

To adjust your portfolio:

1. From the home screen, scroll down to Accounts and choose the account you want to view.
2. To adjust your portfolio, select Settings in the upper right corner of your screen.
3. Select Edit next to Portfolio strategy to change the type of portfolio, or select Edit next to Allocation to adjust your allocation.

View Performance Data and Projections

1. To view your overall performance, select the See performance link on the home page of your app, located right below your Total net worth. 
2. To see performance data for an individual goal, select the goal under Accounts below your performance graph. 
3. To see your projected balance, select the individual goal and scroll down until you see Projected balance. 

View External Accounts

1. From the home page, scroll down to Other connected accounts to see any external accounts connected to Betterment.
2. Select Manage if you need to make any changes. 

Edit Personal Information

1. Select the three horizontal lines in the upper left of your screen and select Settings.
2. Select Personal profile to update your Name, email, phone number, or address. 

How can I view my account’s activity?

1. Select the three horizontal lines in the upper left of your screen and select Activity.
2. You can filter by account type, transaction type, and timeframe.