The Tiered Rollover Reward is a cash reward based on an investing customer’s net rollover and/or deposit amount into eligible IRA accounts in their first 60 days after enrollment in the offer.
Only rollovers and/or deposits into your new or existing Roth, Traditional, or SEP IRA accounts are eligible for the promotion. This only includes rollovers and/or deposits into IRA accounts from an external account. Internal transfers from a Betterment account such as Cash Reserve or Checking will not be eligible.
