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.
Displaying Performance to Shape Better Investor Behavior
Understanding your accounts’ performance can feel complicated. We’re advancing how we display performance to help answer your questions and make stronger investment decisions.
Redesigning How You Manage Your Finances at Betterment
Our new design represents a synthesis of a large body of customer feedback. We hope it meets your expectations.
Thinking in Bets with Annie Duke
For most people, it’s difficult to say “I’m not sure” in a world that values and, even, rewards the appearance of certainty.
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.
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