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Does Betterment support multiple trust accounts?

Updated Sep. 01, 2018

Yes, you can add multiple trusts to your Betterment account and access all of them from a single login.

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Information is educational only and not investment or tax advice. External links are educational, and do not imply Betterment’s endorsement. All screenshots are for illustrative purposes only.

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Betterment Cash Reserve is offered by Betterment LLC and requires a Betterment Securities brokerage account. Client funds in Cash Reserve are deposited into one or more FDIC-insured banks (“Program Banks”), where they earn variable interest and are eligible for FDIC insurance (subject to certain conditions). Funds in brokerage accounts are protected by SIPC, but funds at Program Banks are FDIC-insured up to $250K per depositor per bank, with a potential aggregate limit of $2M ($4M for joint accounts) once the funds reach one or more Program Banks. Funds in transit to or from Program Banks are generally not FDIC-insured but are covered by SIPC. FDIC insurance limits include all accounts held at a bank, not just Cash Reserve funds. For details, see Betterment’s Cash Reserve T&Cs and Form ADV Part 2. FDIC insurance information is available at FDIC.gov.

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