Investing review

Can you improve your investing approach?

Now you can easily find out in five minutes. Betterment's investment review helps assess your investment accounts, tax strategies, fees, and risk exposure. Find out what you're doing well and how you could improve.

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About betterment

We serve one purpose: to help you make the most of your money.

We're taking proven investment strategies that have been around for decades and using technology to make them more efficient. Our goal: to increase your long-term returns.

In the press

Here's what people are saying.

"It's hard to underestimate the broader impact Betterment has had on financial advice in the U.S."

Barron's

"Betterment became the first independent robo-advisor to reach $10 billion in assets under management."

FastCompany

"Automated investment advice is one of the hottest areas for investors...and Betterment is the market-leading independent."

Business Insider

See how you can improve your investing approach.

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FINANCIAL PLANNING

Financial experts, at your fingertips.

Securely send your questions to our licensed financial experts, and get actionable answers and advice. Your team can answer questions about investing, retirement, tax planning, college savings, mortgages, and other debt.

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We Make It Easy

We're taking proven investment strategies that have been around for decades and using technology to make them more efficient. Our goal: to help you make the most of your money, so you can live better.

Get personalized advice based on your needs.

We start with your goal—the reason you're investing. Then, we make various recommendations: risk level, amount to invest, and type of account.

WHAT YOU GET

The new way means unlimited access to personalized advice.

Get personalized advice from licensed experts, when and where you need it. We make tailored recommendations on decisions like how much to invest and how much risk to take on in your portfolio.

1 The information provided by Betterment Support is educational only and is not investment or tax advice.