What’s the Tiered Investing Reward?

The Tiered Investing Reward is a cash reward based on a new managed investing account customer’s net deposits into eligible managed investing accounts in their first 45 days after enrollment in the offer. 

Only net deposits into individual taxable managed investing accounts and IRA accounts are eligible for the promotion. This includes rollovers to new IRA accounts and external transfers into individual taxable managed investing accounts.  Net deposits into joint and trust investing accounts, self-directed investing accounts, Cash Reserve accounts, and Betterment at Work 401(k) accounts are not eligible for the promotion.

Net deposits must be from other external accounts and do not include internal transfers from a Betterment Cash Reserve account or Betterment Checking account.