Setting up a trust with Betterment is quick and can be done entirely online.
Every deposit and paid dividend is used to automatically rebalance your portfolio, which can minimize taxes.
We invest the trust in a risk-adjusted, globally diversified portfolio of low-cost ETFs.
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.
Online access to account activity, quarterly statements, and annual tax forms.
Use performance graphing and visualization tools to understand the long-term potential returns of your trust.
Betterment provides full portfolio visibility, as well as methodology for choosing each of the ETFs held in your portfolio.
Our experts are on hand 7 days a week to answer your questions by phone, email or live chat.
Schedule automatic transfers from your checking account online.
With regular, automated rebalancing your asset allocation never drifts excessively.
ETF dividends are intelligently used to shore up imbalances in your account, helping to avoid taxable transactions.
Short-term capital gains exposure is kept to a minimum with automated account management.
Get into the market quickly – and access your money without delay.
Our proprietary trading platform nets out trades before going to market, getting you better prices.
One click deposits, withdrawals, and asset allocation. Timely and electronic statements.