Signup Net Deposit 2017 Offer Terms and Conditions
Updated October 10, 2017
Get up to 1 year managed free
It's easy—sign up today, make a deposit, and we'll automatically waive your management fee. The amount of time you get managed free is based on the total amount you deposit within 45 days of opening an account.
| Deposits within 45 days | Total time managed free |
|---|---|
| $5,000 - $24,999 | 1 month |
| $25,000 - $49,999 | 2 months |
| $50,000 - $99,999 | 3 months |
| $100,000 - $249,999 | 6 months |
| $250,000 - $499,999 | 9 months |
| $500,000+ | 1 year |
Terms and Conditions
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment’s charges and expenses. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature.
To qualify for 1 month free of management fees, you must fund an investment account with at least $5,000 within 45 days of signup. To qualify for 2 months free of management fees, you must fund an investment account with at least $25,000 within 45 days of signup. To qualify for 3 months free of management fees, you must fund an investment account with at least $50,000 within 45 days of signup. To qualify for 6 months free of management fees, you must fund an investment account with at least $100,000 within 45 days of signup. To qualify for 9 months free of management fees, you must fund an investment account with at least $250,000 within 45 days of signup. To qualify for one year free of management fees, you must fund an investment account with $500,000 within 45 days of signup. This promotion is not valid with any other offers and is non-transferable. Offer available to U.S. Residents only.
The offer is valid only for new individual investment accounts with Betterment LLC and does not apply to cash in Betterment Cash Reserve or Betterment Checking, employer-sponsored retirement accounts provided through Betterment for Business, or accounts advised through the Betterment for Advisors platform. This offer does not apply to any fees charged by an Advisor you are matched with through the Betterment Advisor Network. Betterment reserves the right to terminate this offer at any time, to limit account bonuses you are eligible to receive, and to refuse or recover any promotion award if Betterment determines that it was obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided in opening the account, or that any terms of the Betterment Account Agreements have been violated. Free time applies only to management fees charged by Betterment for investment advisory services and does not include any fees and expenses charged to shareholders by the funds held in your Betterment account. Please see additional information at www.betterment.com.