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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.

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.

Start your investment plan

I am

years old and

  • Not Retired
  • Retired

.

My annual income is

.

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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.

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.