Betterment
AI robo-advisor for goal-based automated investing
About this Tool
Betterment is a robo-advisor that uses AI algorithms to optimize your investment portfolio based on your goals, risk tolerance, and time horizon. Offers both automated and premium advisor-assisted plans.
Key Features
Goal-Based Investing
Tax Coordination
Retirement Planning
Smart Saver
Socially Responsible Investing
Tax-Loss Harvesting
[ High-yield cash No fees or minimums. FDIC insured up to $4M.** Unlimited withdrawals. Variable APY.
Tax savings can pay your fee.
Recurring deposits can help you earn even more.
How are the fees taken from my account? Caret Down Icon
Are there discounts if I hold a high balance? Caret Down Icon
$1โ$2 million** : 0.15% (15 bps) annual fee on the portion within this tier
๐ Scripts & Prompts for Betterment
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Frequently Asked Questions
Betterment is available as 0.25% annual fee. Visit the tool's website for the latest pricing details and plan options.
Visit the Betterment website to check whether a free tier or free trial is available.
Betterment is available on Android, iOS, Web. Check the official website for the latest platform support.
Many tools offer free trials to let you test before subscribing. Check the Betterment website for current trial availability and duration.