Help Center

Get your affairs in order with account beneficiaries

IRA options, inherited IRAs, RMDs, and more

How to manage money with a partner at Betterment

How to manage your account with powers of attorney

How our recommendations for your retirement plan and income work

How to use Betterment when you have a trust set up

Details for participants in employer 401(k) plans managed by Betterment

How to manage passwords, two-factor authentication, and general security preferences

Set up your Betterment account to help make the most of your money

Explore frequently asked questions by new customers

Connect external accounts to see your money in one financial dashboard

Key answers to your questions about Betterment's pricing

Set goals and learn how we help you arrange your investments to reach them.

Manage your money on iOS or Android with our mobile app

Promotional offers for referring your friends to Betterment

An account option for holding cash at Betterment

Details about cell phone insurance in your checking account

How to use Betterment Checking provided and issued by nbkc bank, Member FDIC.

Details about the Betterment Visa® debit card for Betterment Checking

How to use paper checks with Betterment Checking

Cash back offers and other rewards for using your debit card

Our allocation advice, rebalancing, and our auto-adjust feature

Our recommended ETF portfolio strategy with 101 specific allocations

A bond-only portfolio strategy with five different target income levels

Our approach to letting your control the holdings in your portfolio

Explore the factor-based portfolio provided by Goldman Sachs.

Answer your questions about investment returns, dividends, and comparisons

Portfolio options screened for environmental, social, government criteria

Electronic investment transfer service for eligible accounts

Tax-efficiently give away appreciated shares to charitable organizations

How to transfer assets for customers who have passed away

Move money into Betterment from outside accounts and institutions

Learn how to transfer assets as part of a divorce

Official letters and other documents for employers that require them

Pull money into Betterment by connecting your funding accounts

Roll over a 401(k), 403(b), IRA, or other retirement plan to Betterment

Timelines and limitations on transactions in, out, and within Betterment

For Wealthsimple customers transferring their assets

How to withdraw, transfer out, or close your Betterment account

How to contribute to a traditional IRA and convert it into a Roth IRA

How to use our automated asset location feature for your Retirement Goal

Tax forms 1099-B, 1099-DIV, 1099-R, 1099-INT, and 5498

How to automatically import your tax forms into TurboTax, H&R Block, and TaxAct.

The dates you need to know before, during, and after tax season