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Need a smarter way to manage a trust?

Open a Trust Account

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Use a Betterment trust account for a more intelligent investing experience.

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.

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.

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 methodology for choosing each of the ETFs held in your portfolio.

Let our software and design drive your performance.

Make it easier to manage a trust

I am years old and

. My annual income is .

Make your job as trustee easier. Open a Betterment account.