Earn Rewards: Sign up now and earn a special reward after your first deposit. See offer details

<title>Dismiss</title>

Betterment

Save, invest, retire

GET — On the App Store

View
<title>Dismiss</title>

Got Investing Goals? We’ll Help you Reach Them

Financial goals are part of how we offer personalized advice depending on your situation. You tell us about your goals, and we'll provide recommendations.

Articles by Betterment Editors
By the Editorial Staff Betterment Resource Center Published Sep. 26, 2011 | Updated Jul. 29, 2019
Published Sep. 26, 2011 | Updated Jul. 29, 2019
1 min read

Betterment is set up to help you pursue different goals within your primary Betterment account; you can even use different account types within your various goals. Goals are important at Betterment because our portfolio and allocation advice changes depending on your goal type. We base our advice on your chosen time frame, initial deposit, and level of risk. From our recommendation, you can then change your allocation to fit your views or circumstances, and you can also modify your portfolio using our Flexible Portfolio feature. Between your different goals, you can make transfers, set separate allocations, and set up automatic deposits for multiple goals.

All of the complexities and time-consuming tasks of a well-managed investment account – such as selecting a diversified portfolio, re-balancing, and dollar cost averaging – are made easy and efficient in Betterment’s sophisticated platform. The new goal feature encompasses our smart, intuitive approach, allowing you to set up a goal in just four clicks.

 

Recommended Content

View All Resources

High-Yield Savings Accounts: The Ultimate Guide

High-yield savings accounts can offer higher interest rates than traditional counterparts. Learn everything you need to know about them in this guide.

Why Stock Market News Might Be Misleading You

Learn to separate the meaningful information from the noise. Knowing the right way to interpret market news can help us to make smarter decisions about how to manage our investments.

Health Savings Accounts: The Sharpest Tax Tool In The Shed?

As an investor, you may be thinking about funding an HSA but are unsure about whether it is a useful financial planning tool. Here are six different scenarios for how an HSA can work for you.

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.

See details and disclosure for Betterment's articles and FAQs.