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.
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.
If you're approaching or in retirement, we optimize investment returns to help maximize how far your nest egg can go.
We use technology, investment expertise, and a fresh take on withdrawal methodology to provide sustainable cash flow while you enjoy retirement.
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.
Our investment experts constantly evaluate the most prudent ways to put your money to work.
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.
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.
Our experts are on hand 7 days a week to answer your questions by phone, email or live chat.
Set automatic transfers from your Betterment account to your checking account on a schedule.
With regular, automated rebalancing your asset allocation never drifts excessively.
ETF dividends are intelligently used to shore up imbalances in your account, helping to avoid taxable transactions.
Short-term capital gains exposure is kept to a minimum with automated account management.
Get into the market quickly – and access your money without delay.
Our proprietary trading platform nets out trades before going to market, getting you better prices.
One click deposits, withdrawals, and asset allocation. Timely and electronic statements.