Using Dimensional Funds through Betterment for Advisors
Approved to use Dimensional Funds and ready to customize your own portfolios? It’s easy to create and brand your own custom portfolios from scratch or…
Approved to use Dimensional Funds and ready to customize your own portfolios?
It’s easy to create and brand your own custom portfolios from scratch or use one of our templates to start. Firm admins can create client portfolios directly from their Advisor Dashboard through 3 easy steps:
1. Select the “Portfolios” tab on the left
2. Choose the tab labeled “Dimensional Portfolios”
3. Select “Create Portfolio”
If additional members of your team need administrative access to the platform, simply have your firm’s primary contact notify us at firstname.lastname@example.org.
If you click the link above, Betterment may share your firm name with Dimensional in order to determine firm eligibility to use Dimensional Funds.
How would you like to get started?
Manage spending with Checking
Checking with a Visa® debit card for your daily spending.
Save cash and earn interest
Grow your cash savings for general use for upcoming expenses.
Invest for a long-term goal
Build wealth or plan for your next big purchase.
Invest for retirement
Set up traditional, Roth, or SEP IRAs to save for the golden years.