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Coming soon: our new one-on-one advice packages. Learn more

Now available: our new one-on-one advice packages. Learn more

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Advice Package Refund Policy

At Betterment, we are committed to providing our customers with a great experience. If, for any reason, you are not completely satisfied with your advice call experience or financial expert, you may request a refund by sending an email to your financial expert within 30 days of your call (or within 30 days of the first call with your expert if the package includes multiple calls). We ask that you complete a survey about why you were not satisfied to be eligible for a refund. Betterment will process any refund as soon as possible, and no later than 30 days after you make the refund request and complete the survey. Betterment reserves the right to modify this refund policy at any time and for any reason.

Learn more about our Advice Packages.

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