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How do I upgrade to the Premium plan?

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Betterment’s Premium plan requires a minimum investing balance of $100,000 across eligible investment(s). 

If you meet the minimum balance requirement and would like to upgrade to Premium, you can do so by scheduling an initial call with an advisor.

Cash Reserve offered by Betterment LLC and requires a Betterment Securities brokerage account. Betterment is not a bank. FDIC insurance provided by Program Banks, subject to certain conditions. Learn more.