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Betterment

Save, invest, retire

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Dedicated Transfer Concierge

Work with a licensed transfer specialist and help make transferring to Betterment easy and hassle-free.

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Help make your transition to Betterment effortless.

Whether it’s retirement assets, single stock investments, or idle cash building up in a savings account, we can recommend an easy and convenient way to transfer assets to Betterment. We'll be available each step of the way to help, and when possible, we'll speak directly with your current provider and minimize paperwork for you.

  • Skip the paperwork

  • Personalized transfer advice

  • Dedicated support

  • No additional cost

Here's how it works

  • Step 1: Introductory Call

    Speak with a licensed transfer specialist so we can gain a better understanding of your accounts outside of Betterment.

  • Step 2: Personalized Transfer Analysis

    Get a comprehensive assessment of your external accounts and an action plan for moving money to Betterment in the most tax-efficient way.

  • Step 3: Optimized Account Setup

    We'll make sure your Betterment account is set up appropriately to align with your savings goals, risk tolerance, and diversification needs.

  • Step 4: Account Transfer Management

    Whether it's minimizing paperwork or submitting transfer requests on your behalf, we'll have complete oversight to make sure your transition to Betterment is as smooth as possible.

Start your transfer today.

Schedule a call