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How do I update my preferred first name?

Published | Updated

Please note the following before updating your preferred name:


  • These instructions are for changing your preferred first name on file. For changes to your legal first or last name, please contact us for assistance.
  • Due to regulations, your legal name will continue to appear on documents such as tax forms.
  • Betterment reserves the right to revoke access to this feature if it is used inappropriately.

To update your preferred first name:

Web browser:

  1. Log in to Betterment using a web browser.
  2. Navigate to your “Settings” page.
  3. Near your Legal name, click “Change first name”.
  4. After verifying your identity, you’ll be asked, “How should we address you?” Enter your preferred name and click “Update”.
  5. Please allow a few days for the change to be reflected throughout our system. We apologize for any misnaming in emails or mailers. Contact us if there are any issues or questions.

Mobile app:

  1. Log in to the Betterment mobile app.
  2. Tap the three lines in the upper left-hand corner to open the menu.
  3. Tap “Settings” then “Personal Profile”.
  4. Select “Change First Name”.
  5. After verifying your identity, you’ll be asked, “How should we address you?” Enter your preferred name and click “Update”.
  6. Please allow a few days for the change to be reflected throughout our system. We apologize for any misnaming in emails or mailers. Contact us if there are any issues or questions.