Skip to main content

Individuals
Employers
Advisors

Investing
Cash
Planning
About
Education

For Employers
For Advisors

Product News

See all articles

Featured articles

Considering a major transfer? Get one-on-one help with one of our experts. Explore our licensed concierge

Looking for a specific topic?

No results found

Accounts
Investments
Tools
Help
Company

Contact us
Betterment 401(k)
Betterment for Advisors

Advisory services provided by Betterment LLC, an SEC-registered investment adviser.

Brokerage services provided to clients of Betterment LLC by Betterment Securities , an SEC-registered broker-dealer and member of FINRA /SIPC.

If not otherwise specified above, this page contains original content by Betterment LLC. This content is for general informational purposes only.

The information provided should be used at your own risk.

The original content provided here by Betterment should not be construed as personal financial planning, tax, or financial advice. Whether an article, FAQ, customer support collateral, or interactive calculator, all original content by Betterment is only for general informational purposes.

While we do our utmost to present fair, accurate reporting and analysis, Betterment offers no warranties about the accuracy or completeness of the information contained in the published articles. Please pay attention to the original publication date and last updated date of each article. Betterment offers no guarantee that it will update its articles after the date they were posted with subsequent developments of any kind, including, but not limited to, any subsequent changes in the relevant laws and regulations.

Any links provided to other websites are offered as a matter of convenience and are not intended to imply that Betterment or its writers endorse, sponsor, promote, and/or are affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.

Betterment may publish content that has been created by affiliated or unaffiliated contributors, who may include employees, other financial advisors, third-party authors who are paid a fee by Betterment, or other parties. Unless otherwise noted, the content of such posts does not necessarily represent the actual views or opinions of Betterment or any of its officers, directors, or employees. The opinions expressed by guest writers and/or article sources/interviewees are strictly their own and do not necessarily represent those of Betterment.

Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment LLC's charges and expenses. Betterment LLC's internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form CRS, Form ADV Part II and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment LLC is not registered. Market Data by Xignite. Fund data © 2022 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

For content involving investments or securities, you should know that investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment's charges and expenses. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. This page is not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment Securities is not registered.

For content related to taxes, you should know that you should not rely on the information as tax advice. Articles or FAQs do not constitute a tax opinion and are not intended or written to be used, nor can they be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer.

You are viewing a web property located at Betterment.com. Different properties may be provided by a different entity with different marketing standards.

Site Map
Terms of Use
Privacy Policy
Trademark
Legal Directory

Google Play and the Google Play logo are trademarks of Google, Inc.

Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.

Any links provided to other websites are offered as a matter of convenience and are not intended to imply that Betterment or its authors endorse, sponsor, promote, and/or are affiliated with the owners of or participants in those sites, unless stated otherwise.

© Betterment. All rights reserved