Is it time to upgrade your retirement plan?
Betterment provides secure, customized retirement investing.
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Solutions at Every Step
We provide solutions for every stage of retirement planning. Growth and preservation of wealth, retirement income, and 401(k) consolidation are available for one of the lowest fees in the industry.
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Personalized Advice
We use details about your retirement goals to recommend a globally-diversified portfolio tailored to your needs. The portfolio is monitored and maintained by our software 24 hours a day.
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Security and Confidence
Betterment portfolios are completely liquid and you can access your money at any time. We are an SEC-registered investment advisor and our broker-dealer is a member of SIPC and FINRA.
A solution for every purpose.
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Grow and Preserve
If you're approaching or in retirement, we optimize investment returns to help maximize how far your nest egg can go.
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Retirement Income
We use technology, investment expertise, and a fresh take on withdrawal methodology to provide sustainable cash flow while you enjoy retirement.
A Perfect Fit for You
Betterment recommends an asset allocation tailored to your needs and allows you to manage multiple goals, each with different time horizons and risk profiles. Our portfolios provide liquidity, customization, and optimized market returns.
All of your money is working for you, on your exact terms.
You deserve to feel confident about retirement.
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A Senior Investment Team
Our investment experts constantly evaluate the most prudent ways to put your money to work.
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Security
Betterment is an SEC-registered investment advisor and our broker-dealer is a member of SIPC and FINRA. We use banking industry standards for security to ensure your information is safe, including the strongest browser encryption available.
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Dedicated Customer Service
Our customer service professionals are available seven days a week to answer any questions about your account. You can set up a call with an in-house CFP® professional or speak with one of our rollover specialists for additional support.
- LISA HUANG, PhD Portfolio Specialist
- ALEX BENKE, CFP® Product Manager
- DAN EGAN Director of Investing
Let our software and design drive your performance.
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Customer Service
Our experts are on hand 7 days a week to answer your questions by phone, email or live chat.
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Automated Withdrawals
Set automatic transfers from your Betterment account to your checking account on a schedule.
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Automated Rebalancing
With regular, automated rebalancing your asset allocation never drifts excessively.
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Smart Dividend Re‑investment
ETF dividends are intelligently used to shore up imbalances in your account, helping to avoid taxable transactions.
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Tax Inoculation
Short-term capital gains exposure is kept to a minimum with automated account management.
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Access and Liquidity
Get into the market quickly – and access your money without delay.
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Timely Execution
Our proprietary trading platform nets out trades before going to market, getting you better prices.
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Elegant Investing
One click deposits, withdrawals, and asset allocation. Timely and electronic statements.
Customer Service
Our experts are on hand 7 days a week to answer your questions by phone, email or live chat.
Automated Withdrawals
Set automatic transfers from your Betterment account to your checking account on a schedule.
Automated Rebalancing
With regular, automated rebalancing your asset allocation never drifts excessively.
Smart Dividend Re‑investment
ETF dividends are intelligently used to shore up imbalances in your account, helping to avoid taxable transactions.
Tax Inoculation
Short-term capital gains exposure is kept to a minimum with automated account management.
Access and Liquidity
Get into the market quickly – and access your money without delay.
Timely Execution
Our proprietary trading platform nets out trades before going to market, getting you better prices.
Elegant Investing
One click deposits, withdrawals, and asset allocation. Timely and electronic statements.