Sometimes a holding may no longer be available because the security is no longer tradable, has been removed from portfolios, or is going through a corporate action like a liquidation, merger, or acquisition. In those cases, there may be a delay while the account is updated behind the scenes.
Why would a holding disappear or stop being available?
There are a few common reasons:
- The security is no longer trading in the market.
- The security has been marked unavailable for portfolios.
- The security is in the middle of a corporate action, such as a liquidation, merger, or acquisition.
Does this mean something is wrong with my account?
Not necessarily. In some cases, the holding is still being processed because of a recent transfer or a pending update from market or custody systems. Once that processing is complete, the holding should reflect correctly in the account.
Why does this take time?
These updates can depend on outside market data or custody processing, so there may be a delay before the account reflects the change. If a security is in the middle of a liquidation or similar event, Betterment may need to wait for those updates before the holding is fully removed or updated.
What should I do next?
If you’re seeing this in your account, the best next step is usually to allow time for the processing to complete. If the holding still looks incorrect after that, a support team member can review whether it’s tied to a transfer, liquidation, deactivation, or another account update.
Can this affect other parts of my account?
Yes, depending on the situation, a missing or unavailable holding can affect how the account is displayed until the underlying update is finished. Once the update is complete, the account should reflect the correct status.
In summary
A holding may become unavailable for normal reasons related to trading status, portfolio support, or corporate actions. Most of the time, this is temporary and resolves once the related processing is finished.