Quick Answers


 

Topics


Why Betterment?

General information about how Betterment works.

Tax Loss Harvesting

How our Tax Loss Harvesting (TLH+) works

About your Account: Getting Started

Setting up your account, adding goals, and more.

Deposits, Withdrawals, Transfers

Linking your bank account, automatic deposits, and more.

Betterment Institutional

All about Betterment’s product for financial advisors and their clients.

Investments

All about the Betterment portfolio and what you own.

IRAs and Rollovers

Traditional vs. Roth, rolling over from a 401(k), etc.

Fees

Fee plans, how often we charge, and more.

Advice

Betterment's advice and behavioral tips and tricks.

Taxes

Taxes collected, tax advantaged allocation, and more.

Portfolio Optimization

FAQ for recent changes to Betterment's portfolio.

Retirement Income

More information about our income goal

Trust Accounts

Information about setting up and maintaining trust accounts

Contact Us


Still need help?
Get in touch with our support team.

Phone1-888-428-9482Monday–Friday 9am-8pm ETSaturday–Sunday 11am-6pm ET support@betterment.com Live ChatLive Chat
support@betterment.com
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