Could 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, how you could improve, and where we might be able to help.
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.
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
Member of Securities Investor Protection Corporation
Betterment Securities is a member of SIPC. Securities in your account protected up to $500,000. For details, please see www.sipc.org.
Looking out for investors' accounts is a legal duty.
Regulated by the SEC and a member of FINRA, our Broker-Dealer, Betterment Securities, follows a strict set of rules, designed to protect our investors' accounts.