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Betterment Promotions

Betterment is currently offering six promotions. Read our in-depth review of Betterment to see why Betterment scored 4.1 stars out of 5. We like their no minimum investment, many customized portfolios, and automatically invest extra funds.

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    Highlights

    Annual Fee
    0.25% for accounts under $100,000; 0.40% for accounts $100,000+
    Minimum Deposit
    $0
    Phone Support
    Yes
    Live Chat Support
    No
    Email Support
    Yes
    Human Advisors
    Yes
    Assets Under Management
    $14 Billion
    Tax Loss Harvesting
    Yes
    Goal Tracker
    Yes
    Automatic Deposits
    Yes
    Online Platform
    Yes
    iPhone App
    Yes
    Android App
    Yes
    Single Stock Diversification
    No
    Fractional Shares
    Yes
    Taxable Accounts
    Yes
    401k Plans
    Yes
    IRA Accounts
    Yes
    Roth IRA Accounts
    Yes
    SEP IRA Accounts
    Yes
    Trust Accounts
    Yes
    529 Plans
    No

    More Information

  • Pricing information from published website as of 04/04/2018
  • For the complete terms and conditions, view the merchant's website. While reasonable effort has been made to maintain accurate and updated information, the information shown on this site may vary, be out of date, or not applicable to you. All information is provided without warranty. Please review the terms and conditions on the merchant's website.
 Betterment
 Visit SiteLearn More
 

Betterment

Wealthfront

 

Benefits and Features

Annual Fee0.25% for accounts under $100,000; 0.40% for accounts $100,000+
0.25%
Minimum Deposit
$0
$500
Phone Support
Yes
Yes
Live Chat Support
No
No
Email Support
Yes
Yes
Human Advisors
Yes
No
Robo Advisor
Assets Under Management
$14 Billion
$10+ Billion
Tax Loss Harvesting
Yes
Yes
Goal Tracker
Yes
Yes
Automatic Deposits
Yes
Yes
Online Platform
Yes
Yes
iPhone App
Yes
Yes
Android App
Yes
Yes
Single Stock Diversification
No
Yes
Fractional Shares
Yes
No
Taxable Accounts
Yes
Yes
401k Plans
Yes
No
IRA Accounts
Yes
Yes
Roth IRA Accounts
Yes
Yes
SEP IRA Accounts
Yes
Yes
Trust Accounts
Yes
Yes
529 Plans
No
Yes
 Visit SiteLearn More

Betterment: Pricing information from published website as of 04/04/2018

Wealthfront: Pricing information from published website as of 04/04/2018


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