A Qualified Deposit is a deposit of new funds into an eligible individual taxable managed investing account.
The following do not count as Qualified Deposits:
- deposits into an IRA
- deposits into a 401(k) account
- deposits into a self-directed investing account
- deposits into a Cash Reserve account
- internal transfers from a Betterment Cash Reserve account
- internal transfers from a Betterment Checking account
- internal transfers from another Betterment managed investing account