Free for 90 days: Sign up now and get 90 days managed free after your first deposit. See offer details

Coming soon: our new one-on-one advice packages. Learn more

Now available: our new one-on-one advice packages. Learn more

Get your entire Smart Saver balance managed free for 3 months. Enroll today

Get your entire Smart Saver balance managed free for 6 months. Enroll today

Introducing Smart Saver: You could earn 1.83% with our low-risk investing account for your extra cash.* Learn more

What We Offer

New Integration with Mint

Many Betterment customers use Mint.com. It provides some great tools for keeping track of all your finances and progress toward goals.

Articles by Betterment Editors

By the Editorial Staff
Betterment Resource Center  |  Published: November 16, 2011

Now Betterment’s popular goals feature is seamlessly integrated with Mint’s system. You can link and track all of your Betterment goals in Mint’s interface. We’re pretty excited to be announcing this, as so many of you have been asking for it – wait no longer!

One li’l housekeeping matter… If you previously linked Betterment to Mint, you may see a duplication of your original account and your custom goals . We tried to work around it, but it was a necessary side effect of getting our goals to work with Mint. The original account listed in Mint is now static and won’t be updated going forward (so there’s no need to keep it). See below for step-by-step of how to remove the old account from Mint so it’s not double counted.

[click to enlarge the images].

– Log into Mint.com.

– Go to “Your Accounts” in the upper-right corner of the screen.

 

 

 

 

 

 

 

 

– Select the “investment Account” and change the “Status” to “Closed”.

 

 

 

 

 

 

 

 

 

 

– Click “OK” on the final screen. You’re all set.

 

 

 

 

 

 

 

 

 

 

 

 

 

Recommended Content

View All Resources
How to Do a Direct IRA Transfer

How to Do a Direct IRA Transfer

A transfer of your IRA to Betterment is easy and can be done online in four simple steps.

Smart Saver and Other Savings Products: Our Recommendations

Smart Saver and Other Savings Products: Our Recommendations

We know from talking to Betterment customers that holding cash isn’t always intentional; it’s a choice by default—not knowing how, when, or why to put your money to work. We developed Smart Saver to help with that.

The Senate Is Planning a Tax Hike on Retail Investors. It Should Be Removed.

The Senate Is Planning a Tax Hike on Retail Investors. It Should Be Removed.

The Senate’s current tax bill includes a mandate that would be punitive for everyday investors. Without a doubt, the FIFO mandate should be removed from consideration.

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.

Search our site

For more information and disclosures about the Betterment Resource Center, click here. | See our contributors.