Who is eligible for the Betterment Q1 2026 Tiered Rollover Reward?

This offer is only available to current Betterment customers who have or who open one or more Betterment taxable managed investing accounts and who roll over and/or deposit funds from an external account. This offer is not available to self-directed investing, taxable investing accounts, 401(k) accounts, Inherited IRAs, and IRAs managed with a third-party Advisor through the Betterment Advisor Solutions platform.