You will first need to reach out to your receiving institution and request to have your assets transferred out of Betterment. They will need to know your Betterment account number, which can be found on the "Settings" page of your Betterment account under "Accounts
The transfer paperwork should include a copy of the first page of your most recent Betterment statement, which you can find on your Activity page.
In addition, if you are transferring out more than $250,000, to another IRA, the transfer paperwork will need to be medallion signature guaranteed.
For transfers of less than $250,000 being transferred to another IRA, simply submit original transfer paperwork along with your most recent Betterment account statement.
If you are transferring out more than $250,000 to another taxable account,
the transfer paperwork will need to be medallion signature guaranteed.
If you are transferring out less than $250,000 to another taxable account, please have your signature notarized on the transfer paperwork, and include the first page of your most recent Betterment statement.
The transfer paperwork can be mailed to:
61 W 23rd. St
4th Floor Reception
New York, NY 10010
There are never any fees to transfer out or close your account. For your taxable accounts, we can transfer full shares directly to another institution. For IRAs, we’ll use the direct transfer process and send a check, to avoid any tax consequence for you.
If you are transferring out to a 401(k), the requirements are slightly different.