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What We Offer

About Our Referral Program

Many of our new customers try us out because of a recommendation from a friend or family member. Learn more about the rewards you can earn for sending out referrals.

Articles by Betterment Editors

By the Editorial Staff
Betterment Resource Center  |  Published: September 1, 2018


TABLE OF CONTENTS


How does Betterment’s referral program work?

Customers can earn free time on their entire Betterment account by inviting friends and family to Betterment. More details are available from within your account here.

How do I see my remaining free time?

You can review your pricing plan and remaining free time by clicking “Settings” from the menu and then “Accounts“.

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What Are The Most Effective Auto-Deposit Settings?

Choosing the right deposit strategy is an important step towards helping you reach your goals. We recommend setting up your auto-deposits so that they occur right after each paycheck.

Do More With Our Redesigned Mobile App

Do More With Our Redesigned Mobile App

Manage your financial life with our completely redesigned mobile app. We took feedback from customers like you and turned our app into a hub for your financial life.

What’s Inside the Betterment Portfolio Strategy?

What’s Inside the Betterment Portfolio Strategy?

Explore the asset classes in Betterment's recommended set of portfolios. Then, take a look at the exchange-traded funds (ETFs) underlying each part of the portfolio strategy.

Explore your first goal

Safety Net

This is a great place to start—an emergency fund for life's unplanned hiccups. A safety net is a conservative portfolio.

Retirement

Whether it's a long way off or just around the corner, we'll help you save for the retirement you deserve.

General Investing

If you want to invest and build wealth over time, then this is the goal for you. This is an excellent goal type for unknown future needs or money you plan to pass to future generations.

Smart Saver

You could earn 20X more than a typical savings account with our low-risk investing account for your extra cash.

Explore your first step toward a better financial future

Save

Put your extra cash to work. You could earn 20X more than the average savings account with Smart Saver, our low-risk investing account.

Invest

Invest without the hassle. We manage your portfolio, offer expert allocation advice, and take care of the manual trading work.

Retire

Whether retirement is a long way off or just around the corner, we'll help you plan for the retirement you deserve.

Learn

Get answers to your questions about Betterment. We can help you become more confident with your money.

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