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NerdWallet

How to Talk to a Robo-Advisor

By Barbara Marquand

Betterment allows an unlimited number of questions through its app, and an expert will answer within a day or two. “That alone is plenty of advice for most of our customers,” says Nick Holeman, Betterment’s senior financial planner.

Make sure your profile is up to date, and make your questions specific, Holeman advises. Rather than asking, “Does my account look OK?” you might say you’re worried about market volatility and whether your account is properly diversified.

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This article originally published May 17th, 2018 on NerdWallet

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