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.
Explore your first goal
Safety Net
This is a great place to start—an emergency fund for life's unplanned hiccups. A safety net is a conservative portfolio.
Retirement
Whether it's a long way off or just around the corner, we'll help you save for the retirement you deserve.
General Investing
If you want to invest and build wealth over time, then this is the goal for you. This is an excellent goal type for unknown future needs or money you plan to pass to future generations.
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.