Mobile app

While the Betterment mobile app is great for quick transactions and seeing a top-level view of your investments, to make any major changes to your account or to view detailed performance data, you will need to log on from a web browser. On the mobile app, you cannot currently: View statements, tax forms, and other documents Delete goals Close your account

You can change your funding account, manage deposits, and do transfers all on the go with our mobile apps. Change Funding Account Because an electronic ACH transfer is the primary way to move money to and from Betterment, you will not be able to delete the link to your checking account unless you add a new one to replace it with. On the mobile app: After logging in, tap the three bars on the top left. Select “Settings” and then select “Funding Accounts.” Click on the three dots to the right of ...

Web browser: Log in to your account. Select "Earn Rewards" from the menu. Choose from Eligible Rewards, Earned Rewards, or Refer a Friend. Mobile app: Log in to the app. Tap the three lines in the upper left-hand corner to open the menu. Tap "Earn Rewards". Scroll down to see your options.

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 Select the three horizontal lines in the upper left of your screen. Select + Add account. Choose the type of account you’d like to open. View and Adjust Holdings To view your holdings: From the home screen, scroll down to Accounts and choose the account you’d like to view. Scroll down to the Portfolio section and select See portfolio ...