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Betterment / Automated Investing and Personalized Advice
Betterment is a robo-advisor that recommends an investment strategy and manages your portfolio to reach your financial goals.
- No account minimums and low management fees.
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Betterment Retirement / Roth IRAs, Traditional and 401(k) Rollovers
- Betterment IRAs are tax-advantaged accounts that help you save for retirement using Roth, traditional, or SEP IRAs.
- No minimum balance requirements and transparent management fees.
What is Betterment?
Betterment is a robo-advisor using algorithms to recommend an investment portfolio allocation to reach your financial goals. With Betterment, you get a simple, all-in-one retirement investing platform.
As part of its investment strategy, Betterment offers a comprehensive suite of products and tools from financial accounts to taxable accounts, high-yield savings account, college planning, and investment advice.
- Betterment Cash Reserve: no fee cash management account is a high-yield cash account held in partner banks with FDIC insurance.
- Betterment Checking: a checking account with no monthly account fees, maintenance fees, overdraft fees, or withdrawal fees, and all ATM fees worldwide reimbursed, including the Visa 1% foreign transaction fees.
- Betterment Investing: a managed taxable account with tax-loss harvesting, automatic Rebalancing, responsible investing, and a $100 minimum deposit.
- Betterment Premium: a premium plan or financial advice package to get unlimited access to CFP® professional advice on the phone. Improve your financial life with the help of financial advisors who has your best interest in mind.