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.
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.
What the Ultimate Betterment User Looks Like
We're going to break down how to get the most value out of the goal-based money manager Betterment is designed to be.
Licensed Concierge | Complimentary Guidance
If you’re exploring Betterment or, you could get access to complimentary licensed guidance with our Licensed Concierge team.
4 Questions To Help You Invest For Your Financial Goals
There are many factors to consider when investing for the first time: Use these four questions as a guide to help you choose the best investment strategy for your financial plan.
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.