How to roll over retirement accounts into my 401(k) plan?

No matter what type of retirement account you want to roll over, we’ll try to help make it as easy as possible. Learn more with our roll over FAQs.

Where do I mail my rollover check?

If you receive a check for a rollover or transfer made out to “Betterment”, you can mail the check to one of the addresses below.

These instructions only apply if you’d like to transfer funds into an existing Betterment 401(k) plan through your employer.

401(k) lockbox addresses:

If regular mail: Betterment 401(k) PO Box 208435 Dallas, TX 75320-8435

If overnighting by special courier:

Lockbox Services #208435 (include above in Reference Section) Betterment 2975 Regent Blvd, Suite 100 Irving, TX 75063

Please note that you should never mail checks to us if they are made out to your name directly, as we cannot accept checks made out to you.