Betterment makes sophisticated software that individuals can use to invest in a diversified portfolio with a personalized allocation.
Algorithmic rebalancing and dividend reinvesting keep short-term capital gains to a minimum.
At Betterment, we rebalance investments for our customers automatically—it’s built into our investing service so that you never have to worry about taking on this task yourself. As CEO Jon Stein explains, we don’t just automate this—we do it in a way to minimize your exposure to capital gains. Read more about how we use your dividends to keep your tax bill low.
How to Use Your Bonus Wisely to Get a Tax Break
Bonuses are tricky. Here's how to make your bonus work harder for you by reducing the tax impact.
Cash Analysis Methodology
Betterment's cash analysis aims to provide smart feedback when we think you have extra cash that could be earning you more value if it were in a higher yield account.
New Tax Bill: How to Plan During Tax Reform Ups and Downs
To help you navigate the uneasy waters of new tax legislation, here are three tips on how to plan during the ups and downs of tax reform.
How would you like to get started?
Your first step toward a smarter investing future starts here.
Create a Betterment account
Go ahead and join the smart, modern way to invest.
See what we can do for you
Tell us a bit about yourself, and we'll show you the benefits of investing with us.
Get a free investing checkup
Help us get a sense of your investing approach and see how you could improve.
Transfer a 401(k) or an IRA
Move an existing retirement account into a Betterment IRA.
Download the mobile app
Enjoy the Betterment experience anywhere on the go.