Get up to 9 months managed free
The more you deposit, the longer we’ll waive your management fee.
Thank you for being a Betterment customer. The more you deposit by September 1, 2017, the longer we’ll waive your management fee.
|$25,000 – $49,999||3 Months|
|$50,000 – $99,999||4 Months|
|$100,000 – $249,999||6 Months|
Terms and Conditions
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment’s charges and expenses. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature.
The offer is valid for deposits into individual accounts at Betterment from July 18, 2017 to September 1, 2017 (the “Offer Period”). To qualify for 3 months free of management fees, you must fund an account with at least $25,000 during the Offer Periods. To qualify for 4 months free of management fees, you must fund an account with at least $50,000 during the Offer Periods. To qualify for 6 months free of management fees, you must fund an account with at least $100,000 during the Offer Period. To qualify for 9 months free of management fees, you must fund an account with at least $250,000 during the Offer Period. These are not cumulative; e.g., you do not get seven months free for depositing $25,000 on two different occasions–only four months for the $50,000 total.
Your participation is subject to the following terms and conditions: This promotion is not valid with any other offers and is non-transferable. Offer available to U.S. Residents only. This offer does not apply to accounts opened or held through the Betterment For Advisors or Betterment For Business platforms. This offer does not apply to any fees charged by an Advisor you are matched with through the Betterment Advisor Network. Betterment reserves the right to terminate this offer at any time, to limit account bonuses you are eligible to receive, and to refuse or recover any promotion award if Betterment determines that it was obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided in opening the account, or that any terms of the Betterment Account Agreements have been violated. Free time applies only to management fees charged by Betterment for investment advisory services and does not include any fees and expenses charged to shareholders by the funds held in your Betterment account. Please see additional information at www.betterment.com.