We make it easy to make the most of your retirement.
An estimated 1 in 5 U.S. workers have left behind or forgotten retirement accounts.1 See how rolling them over into an active Betterment IRA can benefit you:
Assumed 0.25% management fee with hypothetical 6% annual return. Image to illustrate the potential impact of fees on performance and does not reflect the performance of Betterment.
Betterment’s Licensed Concierge Team offers support for individuals transferring assets to Betterment of $20,000 or more, and receives incentive compensation based on assets brought to or invested with Betterment. Betterment’s revenue varies for different offerings (e.g., Betterment Digital and Premium, Cash Reserve) and consequently Team members have an incentive to recommend the offering which results in the greatest revenue for Betterment. The marketing and solicitation activities of these individuals are supervised by Betterment to ensure that these individuals act in the client’s best interest.