support.betterment.comBetterment Customer Help Articles & How-To Guides

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Title:Betterment Customer Help Articles & How-To Guides

Description:We know that investing can seem confusing—especially at first. Find answers to all of your questions about using Betterment here.

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Betterment Customer Help Articles & How-To Guides Earn Rewards: Sign up now and earn a special reward after your first deposit. See offer details Now available: New and improved Socially Responsible Investing portfolios. Learn more <title>Dismiss</title> Betterment Save, invest, retire GET — On the App Store View <title>Dismiss</title> Loading Skip navigation <title>Betterment homepage</title> Spend Save Invest IRA and 401(k) FAQs Log in Talk to an advisor <title>Open menu</title> Get started Log in <title>Betterment homepage</title> <title>Close Menu</title> Spend Save Invest IRA and 401(k) FAQs Log in Get started Talk to an advisor Log in For Business | For Advisors Looking for help? We know managing your money can seem confusing. Find answers to your questions about using Betterment here. <title>Submit search</title> Cash management Transfers and withdrawals Account types Betterment 401(k) plans Retirement Funds and Portfolios Taxes Other questions Most common questions About Betterment Pricing details Transaction timelines How rebalancing works Cash Management Cash Reserve Checking Cash Analysis Two-Way Sweep Transfers Add or Change a Bank Account How to Sync Your Accounts How to Deposit How to Withdraw ACATS Transfers Roll Over Retirement Accounts Direct IRA Transfers Transfer to Another Provider Close Account Required Minimum Distributions Transfer Assets After a Divorce Transfer Assets After Death Account Types Manage Your Goals SEP IRAs Inherited IRAs Joint Accounts Trust Accounts Your 401(k) At Betterment Overview Contributions Withdrawals Retirement Our Retirement Advice Roll Over Retirement Accounts Retirement Income Required Minimum Distributions (RMDs) Funds and Portfolios Our Portfolio: Strategy and Funds Socially Responsible Investing (SRI) Flexible Portfolios Goldman Sachs Smart Beta Portfolio BlackRock Target Income Portfolio How We Calculate Returns Automatic Allocation Adjustment Taxes General Tax Questions Tax Form Questions Importing Into Tax Software Reporting State, U.S. Government, and State Income Tax Loss Harvesting+ Tax Coordination Give to Charity Roth Conversions Tax Withholding Other Mobile App Questions Managed Account Letters and Duplicate Statements Beneficiaries, Power of Attorney, and Trusted Contacts Account Security Our Referral Program Back to the top From Our Experts What the Ultimate Betterment User Looks Like We're going to break down how to get the most value out of the goal-based money manager Betterment is designed to be. Should I Speak With A Financial Advisor? As a robo-advisor, we give you automated advice that’s accessible through our website and mobile app. We also have a team of CERTIFIED FINANCIAL PLANNER® professionals who can help answer your burning financial questions. How Checking Performance Might Hurt Your Performance As your investment manager, we strive to maximize your returns and reduce your investment costs. But did you know that we also try to help you reduce your stress? See details and disclosure for Betterment's articles and FAQs. <title>Close</title> Search our site Search Cash Cash Reserve Checking Investing Investments Tax savings Accounts Retirement Planning Retirement income IRAs Rollovers Learn FAQs Article Library Videos Legal About Contact us Pricing Press Careers More Betterment 401(k) Betterment for Advisors Betterment Shop <title>Betterment on Twitter</title> <title>Betterment on Facebook</title> <title>Betterment on LinkedIn</title> How Betterment calculates "better returns" . Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions. See how we determine largest independent online financial advisor . The information provided by Betterment Customer Support is educational only and is not investment or tax advice. © Betterment. All rights reserved. Terms & Legal Privacy Policy Trademark Advisory services provided by Betterment LLC, an SEC-registered investment adviser. Betterment Cash Reserve is offered by Betterment LLC. Brokerage services provided to clients of Betterment LLC by Betterment Securities , an SEC-registered broker-dealer and member of FINRA / SIPC. Betterment Checking made available through Betterment Financial LLC. Checking accounts and the Betterment Visa Debit Card provided by and issued by nbkc bank, Overland Park, Kansas, Member FDIC. Neither Betterment LLC nor Betterment Financial LLC, nor any of their affiliates, is a bank. Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment LLC's charges and expenses. Betterment LLC's internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form CRS , Form ADV Part II and other disclosures . Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment LLC is not registered. Market Data by Xignite. This property and any marketing on the property are provided by Betterment LLC. To the extent that there is marketing related to Betterment Checking, it is provided by Betterment Financial LLC. Google Play and the Google Play logo are trademarks of Google, Inc. Apple®, the Apple logo®, the App Store®, and iPhone® are trademarks of Apple, Inc. Any links provided to other websites are offered as a matter of convenience and are not intended to imply that Betterment or its authors endorse, sponsor, promote, and/or are affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise....

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