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.

Simple signup.

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

Smart cash flow management.

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

Diversified portfolio.

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

Statements.

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

Returns.

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

Transparency.

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

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.

My annual income is

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Help us get a sense of your investing approach and see how you could improve.

Transfer a 401(k) or an IRA

Move an existing retirement account into a Betterment IRA.

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Are you on track for retirement?

Try our retirement calculator to see if you're retirement-ready.

Could your 401(k) be worth more?

Learn how rolling over an average 401(k) to a Betterment IRA could mean 60% lower fees.

Want more retirement guidance?

Read the latest on investing for retirement on our Resource Center.