How to begin a manual ACATS transfer to Betterment?

Please email to begin a conversation with a transfer specialist.

  • You’ll be asked to securely upload your most recent account statement for review, after which personalized transfer guidance will be provided.

Note: If you are looking to move an account that’s $20,000 or greater in value, feel free to request assistance from our Licensed Concierge team directly.

As always, our transfer team is available to assist as needed. Please do not hesitate to reach out to for dedicated support.