Betterment offers automatic householding for customers who open joint accounts or establish taxpayer relationships with one another when turning on TLH+. We also offer manual householding for any two customers who reside at the same address. If you’d like to be householded, or removed from an existing household, please contact us at support@betterment.com.

You can household your accounts to combine your balances for the purposes of meeting minimum balance requirements for our various plans or meeting the $2 million balance for the fee cap for any plan.