Earn Rewards: Sign up now and earn a special reward after your first deposit. See offer details

Now available: New and improved Socially Responsible Investing portfolios. Learn more

<title>Dismiss</title>

Betterment

Save, invest, retire

GET — On the App Store

View
<title>Dismiss</title>
Loading

NEED A SMARTER WAY TO MANAGE A TRUST?

Get started
web trusts betterment overview
Trust Accounts

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.

Explore trust accounts
  • 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 strategies.

    We invest the trust in a risk-adjusted, globally diversified portfolio of low-cost ETFs.

  • Returns.

    Use performance graphing and visualization tools to understand the long-term potential returns of your trust.

  • Clear statements.

    Online access to account activity, quarterly statements, and annual tax forms.

  • Transparency.

    Betterment provides full portfolio visibility, as well as our methodology for choosing each of the ETFs held in your portfolio.

Invest your trust with Betterment.

Get started