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 Betterment Premium.
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