Key Questions about Getting Started as an Advisor
What are the requirements for partnering with Betterment for Advisors? In order to partner with Betterment for Advisors, you must be affiliated with a registered…
In order to partner with Betterment for Advisors, you must be affiliated with a registered investment advisor.
How would you like to get started?
Manage spending with Checking
Checking with a Visa® debit card for your daily spending.
Save cash and earn interest
Grow your cash savings for general use for upcoming expenses.
Invest for a long-term goal
Build wealth or plan for your next big purchase.
Invest for retirement
Set up traditional, Roth, or SEP IRAs to save for the golden years.