The Betterment portfolio is designed to achieve optimal returns at every level of risk. Through diversification, automated rebalancing, better behavior, and lower fees, the Betterment approach to investing can help generate 2.9% higher returns than a typical DIY investor.
Our Tax Loss Harvesting+ systematically finds embedded capital losses to lower investment taxes and increase after-tax returns.
We built our platform from scratch. That means we can help manage and grow your investments in a way that many traditional investment providers simply can’t.
By automating many of the manual, time-consuming processes of traditional advisors, we aim to minimize your taxes and increase after-tax returns.How we minimize taxes >
We use technology to minimize our costs and help maximize your savings. We also charge no trade or transaction fees, ever.Our pricing >
With a focus on design and a better customer experience, we’ve created an interface that is clear, comprehensive, and easy to use.
Our award-winning customer support team is available to you 7 days a week if you have any account questions.Contact us >
Many advisors get paid to recommend certain investments, so they recommend them - even if it’s not what’s best for their clients. This is a complete conflict of interest. And it can ultimately hurt you, the investor, by negatively impacting returns.
That means there are no hidden fees. We only choose investments and make recommendations that we determine are best for you and your goals.
Betterment Securities is a member of SIPC. Securities in your account protected up to $500,000. For details, please see www.sipc.org.
Regulated by the SEC and a member of FINRA, our Broker-Dealer, Betterment Securities, follows a strict set of rules, designed to protect our investors' accounts.