How do Betterment Premium customers check which date/time their meeting is scheduled for?

Betterment Premium customers are able to check which date/time their scheduled meeting with a financial advisor will occur. The easiest way to check when your meeting is scheduled for is to check the time/date details located in the confirmation email you received when you originally scheduled your meeting. The email should come from notifications@calendly.com, which can help you locate the email in your inbox.

How are meetings with a Betterment Premium financial advisor conducted?

Betterment Premium customers are able to schedule meetings with our team of financial advisors. All meetings take place via Zoom. Video is optional during these meetings. To schedule a meeting, simply follow these steps: Log in to your Betterment profile from a computer (meetings cannot be scheduled via the mobile app, unfortunately). In the top-left corner of your login screen, click the “Schedule a chat” button. Complete the flow. Once you have successfully scheduled your meeting, you will ...

What is Betterment Premium?

With Betterment Premium, you get 1:1 access to advisors whenever you need, deep financial planning across your assets, exclusive content, and easy transitions on top of the same great advice and optimized technology through our digital platform. Our CFP® team has more control over your portfolio and dashboard in Premium to make adjustments that fit your individual needs. Our CFP® team excels at holistic goals-based financial planning. They learn what you want to accomplish, crafting a strategy ...

How do customers upgrade to Betterment Premium?

Betterment customers who qualify can upgrade to Betterment Premium using the following steps. To upgrade to Betterment Premium in the mobile app: Log in to the mobile app. Open the left-hand menu. Select “Talk to an advisor” If you’re ready to upgrade immediately, click the “Upgrade to Premium” button. If you would like to schedule a complimentary exploratory call to learn more about Betterment Premium, click the “Schedule an exploratory call” button. To upgrade to Betterment Premium in a web ...

How do I downgrade out of Betterment Premium?

Betterment Premium is here to help you in the long term. However, there is no restriction on adjusting your plan. If you'd like to downgrade out of Betterment Premium, you can do so at any time and still use many of Betterment's advanced technology to support your financial goals. To submit a downgrade request, Betterment Premium customers can email advisors@betterment.com. We will promptly process your request.

What are the eligibility requirements for Betterment Premium?

Betterment Premium requires a minimum of $100,000 across eligible investments with Betterment per household to upgrade and maintain eligibility in the plan. Assets can be in your IRA, HSA, Solo 401(k), and taxable managed investing accounts. Cash Reserve, Checking, Self-Directed Investing, and employer-sponsored 401(k) accounts do not apply towards the minimum balance requirement. If your eligible household balance drops below the $100,000 minimum balance, Betterment may downgrade you out of ...

How often can Betterment Premium customers speak with a financial advisor?

Betterment Premium customers are able to schedule meetings with our team of financial advisors. There is no limit to the number of meetings Betterment Premium customers can have with our team of financial advisors.

How does the cost of Premium compare to other financial advisors?

Betterment Premium is a fraction of what traditional financial advisors cost. Traditional financial advisor fees vary, but cost an average of about 1.00%/year. The annual advisory fee for Betterment Premium is 0.65% on the first $1M, which consists of a 0.25% Digital base fee and an additional 0.40% Premium fee. Eligible investing dollars greater than $1M are charged at a discounted rate of: $1–$2M: 0.15% $2M+: 0.10% Premium benefits still apply, without the added cost, for dollars over $1M. ...

Can Betterment Premium customers choose which financial advisor they speak with?

Betterment Premium customers are able to schedule meetings with our team of financial advisors. Because Betterment Premium takes a team-based approach, you will likely speak to multiple financial advisors. Betterment Premium customers cannot select which advisor they speak with. Each financial advisor is trained to give advice consistent with Betterment’s planning methodology and to take thorough notes, allowing the conversation to pick up right where you left off.

What are the qualifications of the Betterment Premium advisors?

With Betterment Premium, you access a small group of CFP® professionals who work together rather than a dedicated advisor. Our financial advisors are salaried, never commissioned, and licensed by the CFP Board; featured on financial news sources like The Wall Street Journal, Bloomberg, and CNBC. Licensed from the CFP Board. Every Financial Planner at Betterment has passed the official CFP® exam and continues to complete 30 hours per year of ongoing education. Also, only 1 in 3 advisors in the ...

How do Betterment Premium customers schedule a meeting with a financial advisor?

Betterment Premium customers are able to schedule meetings with our team of financial advisors. To do so, simply follow these steps: Log in to your Betterment profile from a computer (meetings cannot be scheduled via the mobile app, unfortunately). In the top-left corner of your login screen, click the “Schedule a chat” button. Complete the flow. Once you have successfully scheduled your meeting, you will receive a confirmation email with all your meeting details. All meetings take place via ...

Can Betterment Premium customers book multiple meetings at once?

Betterment Premium customers are able to schedule meetings with our team of financial advisors. To help keep our availability open for all Betterment Premium customers, we only allow you to schedule one meeting at a time.

How do Betterment Premium customers cancel/reschedule their meeting with a financial advisor?

Betterment Premium customers are able to cancel/reschedule meetings with our team of financial advisors. The easiest way to cancel/reschedule an already-scheduled meeting with a financial advisor is to click the “reschedule” button or the “cancel” button located in the confirmation email you received when you originally scheduled your meeting. The email should come from notifications@calendly.com, which can help you locate the email in your inbox. We kindly request that any cancellations or ...

Premium

Basics

Betterment Premium customers are able to check which date/time their scheduled meeting with a financial advisor will occur. The easiest way to check when your meeting is scheduled for is to check the time/date details located in the confirmation email you received when you originally scheduled your meeting. The email should come from notifications@calendly.com, which can help you locate the email in your inbox.
Read More
Betterment Premium customers are able to schedule meetings with our team of financial advisors. All meetings take place via Zoom. Video is optional during these meetings. To schedule a meeting, simply follow these steps: Log in to your Betterment profile from a computer (meetings cannot be scheduled via the mobile app, unfortunately). In the top-left corner of your login screen, click the “Schedule a chat” button. Complete the flow. Once you have successfully scheduled your meeting, you will ...
Read More
With Betterment Premium, you get 1:1 access to advisors whenever you need, deep financial planning across your assets, exclusive content, and easy transitions on top of the same great advice and optimized technology through our digital platform. Our CFP® team has more control over your portfolio and dashboard in Premium to make adjustments that fit your individual needs. Our CFP® team excels at holistic goals-based financial planning. They learn what you want to accomplish, crafting a strategy ...
Read More
Betterment customers who qualify can upgrade to Betterment Premium using the following steps. To upgrade to Betterment Premium in the mobile app: Log in to the mobile app. Open the left-hand menu. Select “Talk to an advisor” If you’re ready to upgrade immediately, click the “Upgrade to Premium” button. If you would like to schedule a complimentary exploratory call to learn more about Betterment Premium, click the “Schedule an exploratory call” button. To upgrade to Betterment Premium in a web ...
Read More
Betterment Premium is here to help you in the long term. However, there is no restriction on adjusting your plan. If you'd like to downgrade out of Betterment Premium, you can do so at any time and still use many of Betterment's advanced technology to support your financial goals. To submit a downgrade request, Betterment Premium customers can email advisors@betterment.com. We will promptly process your request.
Read More
Betterment Premium requires a minimum of $100,000 across eligible investments with Betterment per household to upgrade and maintain eligibility in the plan. Assets can be in your IRA, HSA, Solo 401(k), and taxable managed investing accounts. Cash Reserve, Checking, Self-Directed Investing, and employer-sponsored 401(k) accounts do not apply towards the minimum balance requirement. If your eligible household balance drops below the $100,000 minimum balance, Betterment may downgrade you out of ...
Read More
Betterment Premium is a fraction of what traditional financial advisors cost. Traditional financial advisor fees vary, but cost an average of about 1.00%/year. The annual advisory fee for Betterment Premium is 0.65% on the first $1M, which consists of a 0.25% Digital base fee and an additional 0.40% Premium fee. Eligible investing dollars greater than $1M are charged at a discounted rate of: $1–$2M: 0.15% $2M+: 0.10% Premium benefits still apply, without the added cost, for dollars over $1M. ...
Read More
Betterment Premium customers are able to schedule meetings with our team of financial advisors. Because Betterment Premium takes a team-based approach, you will likely speak to multiple financial advisors. Betterment Premium customers cannot select which advisor they speak with. Each financial advisor is trained to give advice consistent with Betterment’s planning methodology and to take thorough notes, allowing the conversation to pick up right where you left off.
Read More
With Betterment Premium, you access a small group of CFP® professionals who work together rather than a dedicated advisor. Our financial advisors are salaried, never commissioned, and licensed by the CFP Board; featured on financial news sources like The Wall Street Journal, Bloomberg, and CNBC. Licensed from the CFP Board. Every Financial Planner at Betterment has passed the official CFP® exam and continues to complete 30 hours per year of ongoing education. Also, only 1 in 3 advisors in the ...
Read More
Betterment Premium customers are able to schedule meetings with our team of financial advisors. To do so, simply follow these steps: Log in to your Betterment profile from a computer (meetings cannot be scheduled via the mobile app, unfortunately). In the top-left corner of your login screen, click the “Schedule a chat” button. Complete the flow. Once you have successfully scheduled your meeting, you will receive a confirmation email with all your meeting details. All meetings take place via ...
Read More
Betterment Premium customers are able to cancel/reschedule meetings with our team of financial advisors. The easiest way to cancel/reschedule an already-scheduled meeting with a financial advisor is to click the “reschedule” button or the “cancel” button located in the confirmation email you received when you originally scheduled your meeting. The email should come from notifications@calendly.com, which can help you locate the email in your inbox. We kindly request that any cancellations or ...
Read More