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Betterment

Stock Brokers

Betterment offers automated investing, goal planning and tax-related tools in the United States. Its current fee help page distinguishes Digital pricing from Premium advice pricing; account eligibility, portfolio products and fee waivers should be checked in the live terms.

Data status: partially verifiedLast verified: 2026-08-02Provider website

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Catalog tags

Passive Investors Automated Investing Tax Optimization

Risk Warning

Trading financial instruments involves significant risk and can result in the loss of your invested capital. You should not invest more than you can afford to lose and should ensure that you fully understand the risks involved. Leverage trading can amplify both profits and losses. Past performance is not indicative of future results. Before trading, please consider your level of experience, investment objectives, and seek independent financial advice if necessary.

Key Features

Robo-Advisor
Tax-Loss Harvesting
Goal Planning
Automatic Rebalancing
Socially Responsible Portfolios

Listed highlights

  • Hands-off investing
  • Goal-based planning
  • Automatic rebalancing
  • Tax-related tools
  • Digital and Premium service options

Listed considerations

  • No individual stock picking
  • Limited customization
  • Only ETFs
  • Premium tier expensive

Quick Comparison

FeatureBettermentWealthfrontAcornsAlly InvestStash
RatingNot availableNot availableNot availableNot availableNot available
PricingDigital 0.25% annual; Premium 0.65% under $1M0.25% annual advisory feeSubscription-plan dependentProduct-specificSubscription-plan dependent
Founded20082008201220172015

Frequently Asked Questions

What does Betterment charge?
Betterment’s current help pages list 0.25% annual Digital pricing and 0.65% annual Premium pricing under the stated eligibility terms; services and fee waivers can change.
Pricing
Betterment’s current help pages list 0.25% annual Digital pricing and 0.65% annual Premium pricing on the first $1M, subject to eligibility and product terms.
Min Deposit
$0
Founded
2008
Mobile App
Yes
Demo Account
No
Withdrawal
2-3 business days
Support
Email, Phone (Premium)
Regulation
SECSIPC

Licence number and legal-entity verification: not recorded. Check the regulator directly.

Platforms
WebiOSAndroid
Deposit Methods
ACHWire Transfer