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Need a smarter

way to manage a trust?

Full visibility, total control.

Create multiple goals tailored to each beneficiary, automate cash transfers for beneficiaries on a custom schedule, and manage different trust accounts with a single login.

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Simple signup.

Setting up a trust with Betterment is quick and can be done entirely online.

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Smart cash flow management.

Every deposit and paid dividend is used to automatically rebalance your portfolio, which can minimize taxes.

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Diversified portfolio.

We invest the trust in a risk-adjusted, globally diversified portfolio of low-cost ETFs.

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Statements.

Online access to account activity, quarterly statements, and annual tax forms.

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Returns.

Use performance graphing and visualization tools to understand the long-term potential returns of your trust.

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Transparency.

Betterment provides full portfolio visibility, as well as our methodology for choosing each of the ETFs held in your portfolio.

Start your investment plan

I am

years old and

  • Not Retired
  • Retired

.

My annual income is

.

Start your investment plan

Your satisfaction is guaranteed. It's our commitment to you. Learn more.

Member of Securities Investor Protection Corporation

Betterment Securities is a member of SIPC. Securities in your account protected up to $500,000. For details, please see www.sipc.org.

Looking out for investors' accounts is a legal duty.

Regulated by the SEC and a member of FINRA, our Broker-Dealer, Betterment Securities, follows a strict set of rules, designed to protect our investors' accounts.