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.