Priority service: Priority access to Licensed Specialists by chat and email, plus a priority queue across phone, email, and support.
No-fee money movement: Free instant withdrawals, reimbursement of qualifying transfer-in fees (up to $100), and waived fees on qualifying transfers out.
Partner discounts: Savings on mortgage costs through Rate.com and estate planning through Trust & Will.
Access to a securities-backed line of credit (SBLOC).
Exclusive content and events: Q&A sessions and webinars, typically hosted by Betterment CFP® advisors and our Investing team.
Coming soon: Early access to new features, including custodial accounts (UTMA/UGMA).
