Need a smarter way to manage a trust?
Use a Betterment trust account for a more intelligent investing experience.
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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.
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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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 methodology for choosing each of the ETFs held in your portfolio.
Let our software and design drive your performance.
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Customer Service
Our experts are on hand 7 days a week to answer your questions by phone, email or live chat.
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Automated Deposits
Schedule automatic transfers from your checking account online.
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Automated Rebalancing
With regular, automated rebalancing your asset allocation never drifts excessively.
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Smart Dividend Re‑investment
ETF dividends are intelligently used to shore up imbalances in your account, helping to avoid taxable transactions.
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Tax Inoculation
Short-term capital gains exposure is kept to a minimum with automated account management.
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Access and Liquidity
Get into the market quickly – and access your money without delay.
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Timely Execution
Our proprietary trading platform nets out trades before going to market, getting you better prices.
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Elegant Investing
One click deposits, withdrawals, and asset allocation. Timely and electronic statements.
Customer Service
Our experts are on hand 7 days a week to answer your questions by phone, email or live chat.
Automated Deposits
Schedule automatic transfers from your checking account online.
Automated Rebalancing
With regular, automated rebalancing your asset allocation never drifts excessively.
Smart Dividend Re‑investment
ETF dividends are intelligently used to shore up imbalances in your account, helping to avoid taxable transactions.
Tax Inoculation
Short-term capital gains exposure is kept to a minimum with automated account management.
Access and Liquidity
Get into the market quickly – and access your money without delay.
Timely Execution
Our proprietary trading platform nets out trades before going to market, getting you better prices.
Elegant Investing
One click deposits, withdrawals, and asset allocation. Timely and electronic statements.