Betterment

Plans and prices

Every plan, in full

On the record

Advisor integrations

Betterment Advisor Solutions connects with third-party portfolio-management, planning, compliance, data-warehouse, CRM and analytics tools.betterment.com · read 15 Oct 2026

Automated investing

Its automated portfolios use diversified, low-cost ETFs with adjustable risk based on the goal and investment horizon.betterment.com · read 15 Oct 2026

Cash and checking

Cash Reserve is a high-yield cash account, while Checking and its debit card are provided through nbkc bank.betterment.com · read 15 Oct 2026

Cash products

Cash Reserve has no monthly management fee and Checking has no overdraft fees with ATM fees reimbursed.betterment.com · read 1 Oct 2026

Company founding and headquarters

LinkedIn lists the company as founded in 2010 and headquartered in New York, New York.linkedin.com · read 15 Oct 2026

Company funding facts

Crunchbase lists 30 Betterment investors and says its latest financing was a debt-financing round, without displaying the amount on the accessible page.crunchbase.com · read 15 Oct 2026

Company size

LinkedIn lists Betterment as a privately held financial-services company with 501–1,000 employees.linkedin.com · read 15 Oct 2026

Compliance evidence

Betterment's Trust Center lists SOC 1 Type II, SOC 2 Type II, SIG, and U.S. Department of Labor Cybersecurity badges.trust.betterment.com · read 1 Oct 2026

Core service

Betterment provides cash management, guided investing, and retirement planning, acting as a fiduciary.betterment.com · read 1 Oct 2026

Crypto

Crypto investing is listed among Betterment account types supported in its help center.betterment.com · read 15 Oct 2026

Customer support

Customer support is available by phone at (718) 400-6898 Monday–Friday 8:00 AM–9:00 PM ET and weekends 9:00 AM–6:00 PM ET.betterment.com · read 1 Oct 2026

Custom portfolios

Customers can select stocks and ETFs while Betterment automates rebalancing, dividend reinvestment and tax handling.betterment.com · read 15 Oct 2026

Documentation and support

Betterment publishes a searchable help center and says customer-support staff are available five days per week.betterment.com · read 15 Oct 2026

Eligibility limit

Accounts are limited to customers age 18 or older with a permanent U.S. address and SSN or ITIN; international residents are not accepted.betterment.com · read 15 Oct 2026

External-account linking

External accounts can be connected instantly through Plaid or manually with account verification deposits.betterment.com · read 15 Oct 2026

External accounts

Users can link external accounts for funding, net-worth tracking, and goal tracking; instant connections use Plaid.betterment.com · read 1 Oct 2026

Investment protection

Betterment Securities is a SIPC member covering securities customers up to $500,000, including $250,000 for cash claims.betterment.com · read 1 Oct 2026

Legal entity

Betterment’s privacy policy identifies Betterment LLC, Betterment Securities, Betterment for Business LLC and Betterment Financial LLC as Betterment entities.betterment.com · read 15 Oct 2026

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