Betterment intelligently manages your investments in a customized, globally-diversified portfolio.
The press loves how smart Betterment is. Here’s what they’re saying:
• Quartz: “The Apple of finance.”
• CNNMoney: “Lets sophisticated investors blend stocks and bonds in one easy-to-manage account.”
• CNBC: “A simpler way to save money.”
Wall Street Journal: “A high-quality, low-cost, customer service oriented experience.”
Our smart, low-cost investment account is easy to use and helps you build wealth, save time, and gain peace of mind, knowing you are managing your assets as intelligently as possible. Roll over a 401k or IRA to Betterment, create multiple investing goals, set up automatic deposits, and easily manage your portfolio from anywhere. Sign up for Tax Loss Harvesting+, our newest feature to lower investment taxes.
Use the Betterment app to safely and securely:
• Access your account with a secure PIN log in
• Securely link your checking account
• Check the balance and returns of your investments in real time
• Deposit and withdraw money anywhere, any time
• Manage your portfolio of stocks and bonds
• Review your investing goals and account activity
• Share Betterment with your friends and family (and be rewarded!)
With your Betterment account, you can:
• Build wealth by investing in a customized, diversified portfolio of stock and bond ETFs chosen for optimal expected returns
• Open a brokerage account, Roth or traditional IRA, or manage a trust account
• Use our Retirement Income feature to ensure your retirement assets are sustained through your non-working years
• Enable Tax Loss Harvesting+ , which scans your portfolio for opportunities to realize losses, and offers an estimated 2x the tax benefit of other automated tax loss harvesting strategies
• Save time through automation, including tax-efficient rebalancing, automatic dividend re-investing, and automatic deposits. In 2013, we saved our customers 2,719 days of time managing an investment account with these features.
• Save money. We never charge for trades or transactions. One low fee is all you will ever pay. In 2013 we saved our customers $27MM in transaction fees.
• Invest better with intelligence and sophisticated financial advice.
We ensure the utmost security and privacy when it comes to your account by offering:
• Bank-Level Security: We use 256-bit SSL encryption and securely store your data.
• Fraud Protection: We protect your account from unauthorized activity.
• SIPC Account Protection: Securities in your account are SIPC protected up to $500,000.
• Privacy Protection: We will never sell your personal information to a third party.
Get started today:
1. Download our finance app
2. Log in or Sign up (your first 30 days are free)
3. Securely link your bank account
4. Start saving and investing
We bring the functionality of brokerage accounts you may have with Fidelity, Scottrade, ETrade, Schwab, TD Ameritrade, Vanguard, and Sharebuilder, but with automated features that save you time and money.
Note that the data in the screenshots is for illustrative purposes only.
Visit www.betterment.com/about/legal/ for more information generally, and see https://www.betterment.com/blog/2014/01/17/total-betterment-returns-2013/ for information on customer savings in 2013. Market Data by Xignite.
• Performance improvements
• New, more readable fonts
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