Need a smarter way to manage a trust?

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.

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

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