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
.
Start your investment plan
Your satisfaction is guaranteed. It's our commitment to you. Learn more.
Get up to 1 year managed free. The more you deposit in your first 45 days, the longer we’ll waive your management fee. See offer details.
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.