If you need to close your account, the process is simple. Log in below, scroll down to the bottom left hand "Account Administration" section, and then select "Change" next to the Account Status line:
This will withdraw all your funds directly to your linked bank account and disable your account. There are no trading fees or penalties for closing accounts.
Please contact us at firstname.lastname@example.org if your decision to cancel is based on any problems you may be experiencing. If you simply need access to your funds, note that there are no fees for accounts with a $0 balance, so feel free to withdraw and keep your account open until you are ready to invest with us again.
If you would like to try Betterment again in the future, simply call us at 1.888.428.9482 to re-activate your account.
How do I close my account?
Still need help?
Get in touch with our support team.