|$5,000||3 months free|
|$25,000||4 months free|
|$100,000||6 months free|
Intelligent investing made easy.
Diversified ETF Portfolio
We use years of investment research to construct a globally-diversified, passive portfolio based on Modern Portfolio Theory. Our customers own exchange traded funds (ETFs) representing up to 12 asset classes.
By not charging for trades or transactions, we manage your portfolio for far less than it would cost at a discount brokerage. We are completely aligned with your financial goals, so our fees only get lower as your assets grow.
Lowering your investing taxes is a top priority. Auto-rebalancing, intelligent dividend reinvestment, smart tax lot selling, and Tax Loss Harvesting+ are all designed to help you achieve the best possible after-tax returns.
Rolling over a 401(k) from a former employer can help you take control of your retirement. We offer rollovers that take less than a week on average, and our rollover concierge is available to assist you every step of the way.
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The offer is valid only for new individual accounts with Betterment. To qualify for 3 months free, you must fund an account with at least $5,000 within 30 days of signup and not withdraw that initial deposit for 90 days. To qualify for 4 months free, you must fund an account with at least $25,000 within 30 days of signup and not withdraw that initial deposit for 90 days. To qualify for 6 months free, you must fund an account with at least $100,000 within 30 days of signup and not withdraw that initial deposit for 90 days. Your participation is subject to the following terms and agreements: This promotion is not valid with any other offers and is non-transferrable. Offer available to U.S. Residents only. Betterment reserves the right to terminate this offer at any time, to limit account bonuses you are eligible to receive, and to refuse or recover any promotion award if Betterment determines that it was obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided in opening the account, or that any terms of the Betterment Account Agreements have been violated.