Looking for help?
We know investing can seem confusing at first.
Find answers to your questions here.
Common Questions
Cash Management
Transfers
Add or Change a Bank Account
How to Deposit
How to Withdraw
ACATS Transfers
Roll Over Retirement Accounts
Direct IRA Transfers
How to Sync Your Accounts
Cash Analysis
Two-Way Sweep
Transfer to Another Provider
Close Account
Required Minimum Distributions
Transfer Assets After a Divorce
Transfer Assets After Death
Account Types
Your 401(k) At Betterment
From Our Experts
Should I Speak With A Financial Advisor?
As a robo-advisor, we give you automated advice that’s accessible through our website and mobile app. We also have a team of CERTIFIED FINANCIAL PLANNER® professionals who can help answer your burning financial questions.
Managing Student Debt Without Compromising Financial Goals
If you're one of the millions facing student loan debt with no idea how to tackle it, there are options available to you that can help you manage your loans and get on track with the rest of your finances.
How Checking Performance Might Hurt Your Performance
As your investment manager, we strive to maximize your returns and reduce your investment costs. But did you know that we also try to help you reduce your stress?
See details and disclosure for Betterment's articles and FAQs.