We manage your money for you—helping minimize taxes and maximize returns—while you focus on living your life. Curated portfolios, including sustainability, tech, and crypto. Automated rebalancing and dividend reinvestment. Tax-efficient tools to help boost your after-tax returns.

Access your Betterment account and see your net worth, connect outside accounts, track savings progress, and more. Betterment is an online investment platform that helps you reach your financial goals.

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Learn how to enroll in a new 529 plan, connect an existing 529 account, and automate contributions within the Betterment app. Follow the step-by-step guide to get started with your 529 benefit.

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Manage cash, investing, and retirement in one place, consolidate client accounts, and provide more comprehensive planning and advice. Focus on what matters. By offloading low-value tasks, you can spend more time building client relationships and delivering comprehensive advice. Powered by Betterment.

Meet the Betterment investing team. >Our expert team provides investment oversight to help you deliver a better retirement for your employees. As your 3 (38) fiduciary, we’re legally bound to act in the best interest of your plan, your employees, and their beneficiaries.

Betterment offers tax-loss harvesting on taxable accounts*. The platform reviews your investments to reduce tax exposure, and if certain conditions are met, takes action in your account.