Today we’re excited to announce enhanced advice to better help our customers reach their life goals. The feature lets users know if they are on or off track to achieving their goals and makes a number of recommendations to improve the likelihood of success. The advice can be customized and executed with the click of a mouse.
When we think of our investments, what we really want to know is “am I on track for the life I lead and the future?”.
We shouldn’t be concerned with market movements or the minutiae of our portfolio. With Betterment’s enhanced advice you will know the answer to this question, fix any issues in two clicks, and get back to living life.
We hope you like it!
Understanding Our Socially Responsible Investing (SRI) Portfolio
Socially responsible investing (SRI) is an approach to investing that reduces exposure to companies that are deemed to have a negative social impact while increasing exposure to companies that are deemed to have a positive social impact.
Manage Your Cash the Modern Way With Two-Way Sweep
Manage your cash the modern way—effortlessly. Try out Two-Way Sweep, our latest in cash management technology.
Frequently Asked Questions about Betterment
Just starting out exploring Betterment? These are the frequently asked questions that help people find their way.
Explore your first goal
This is a great place to start—an emergency fund for life's unplanned hiccups. A safety net is a conservative portfolio.
Whether it's a long way off or just around the corner, we'll help you save for the retirement you deserve.
If you want to invest and build wealth over time, then this is the goal for you. This is an excellent goal type for unknown future needs or money you plan to pass to future generations.
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.