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
Click Add goal/account from the home screen.
View and Adjust Holdings
To view and adjust your portfolio, log in and select any investment goal, then head to the Portfolio tab.
View Performance Data and Projections
To view your overall performance, select the See performance link on the home page of your mobile app, located under where it shows your total dollars invested in Betterment. To see performance data for an individual goal, select your goal, then select See performance from the Overview tab.
To view Projections for each goal, select the goal, then head to the Projections tab.
View External Accounts
From the home page, scroll down past your Betterment goals to Other External Accounts.
Edit Personal Information
On the mobile app, you are able to edit your email address, phone number, and address. Log in to the app and tap the three bars in the top left corner. Choose Settings, then choose Personal Profile, and you’ll be able to edit your personal details.
How can I view my account’s activity?
Head to the Menu bar in the upper-left corner of the screen, which looks like three vertical lines. Then, select Activity. You’ll be able to filter by account type by using the filter button in the upper-right corner of the screen.