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60<script type="application/ld+json"> 61 { 62 "@context": "https://schema.org", 63 "@type": "FAQPage", 64 "mainEntity": [{ 65 "@type": "Question", 66 "name": "How do I connect an external account so that I can view my other savings and retirement accounts alongside my Betterment accounts?", 67 "acceptedAnswer": { 68 "@type": "Answer", 69 "text": "To instantly connect an external account: Web browser: Log in to your Betterment account. Select âSettingsâ from the lefthand menu. Click on the âExternal accountsâ tab then âLink new accountâ. Choose the institution where your account is located and instantly connect by providing your login credentials. Mobile app: Log into the Betterment app. Tap the three lines in the upper left-hand corner to open the menu. Select âSettingsâ, then âExternal Accountsâ. Tap the â+â to connect a new external ..." 70 } 71 },{ 72 "@type": "Question", 73 "name": "Can I delete or hide an external account from my Betterment profile?", 74 "acceptedAnswer": { 75 "@type": "Answer", 76 "text": "You can remove connected accounts from Betterment, or you can hide a specific account to prevent it from showing up on your Betterment overview or being included in your total net worth. To delete an External account: Web browser: Log in to your Betterment account. Select âSettingsâ from the left-hand menu. Click on the âExternal accountsâ tab. Click âDeleteâ next to the account(s) you wish to remove. Mobile app: Log into the Betterment app. Tap the three lines in the upper left-hand corner to ..." 77 } 78 },{ 79 "@type": "Question", 80 "name": "Why should I connect an external account?", 81 "acceptedAnswer": { 82 "@type": "Answer", 83 "text": "Connecting your non-Betterment accounts gives you a more complete financial picture in one location and can allow Betterment to give more informed advice. Instantly connecting a financial account creates a secure, read-only connection with your firm through our data partner, Plaid. Most accounts are eligible for instant, electronic connection through Plaid, although not all are available at this time. As an alternative, you can always manually connect any account. When you connect an account to ..." 84 } 85 },{ 86 "@type": "Question", 87 "name": "When I connect a non-Betterment account, does Betterment store my username and password?", 88 "acceptedAnswer": { 89 "@type": "Answer", 90 "text": "No. Betterment does not store your credentials. Our trusted partner for account aggregation protects the credentials using bank-level encryption both when transmitted and when stored." 91 } 92 }] 93 } 94</script>
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227<script> 228(function(){ 229 // Example: { "59": {primary:"<p>â¦</p>", secondary:"<p>â¦</p>"} } 230 window.awardsByRef = {}; 231 232 window.awardsByRef["44"] = { 233 primary: "FinTech Breakthrough on 3/19/25 for Jan '25. Fee paid for logo use.", 234 secondary: "FinTech Breakthrough recognized Betterment at Work as the Best Employee Benefits Solution 2025. It was considered amongst an unknown number of applicants based on criteria including innovation, performance, ease of use, functionality, impact, and value. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://fintechbreakthrough.com/2025-winners/\">https://fintechbreakthrough.com/2025-winners/</a> " 235 }; 236 237 window.awardsByRef["45"] = { 238 primary: "Buy Side on 3/3/25 for Feb '25. Fee paid for logo use.", 239 secondary: "Buy Side recognized Betterment LLC as the Best Overall Robo Advisor 2025. It was considered amongst 20 robo advisors based on criteria including their fees, investment strategies and investor services, including financial planning, tax-loss harvesting and availability of a premium service. Betterment compensates WSJ Buy Side for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.wsj.com/buyside/personal-finance/investing/best-robo-advisors\">https://www.wsj.com/buyside/personal-finance/investing/best-robo-advisors</a> " 240 }; 241 242 window.awardsByRef["46"] = { 243 primary: "Nerdwallet on 12/18/25 for Aug-Oct '25.", 244 secondary: "<p><span>Nerdwallet awarded Betterment LLC a 5-star rating. ©2017-2026 and TM, NerdWallet, Inc. All Rights Reserved. It was considered amongst 15 robo advisors based on 16 factors, including account fees and minimums, portfolio mix, accounts supported, customer support, tax strategy, and human advisor options. Betterment compensates Nerdwallet for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.nerdwallet.com/investing/reviews/betterment\">https://www.nerdwallet.com/investing/reviews/betterment</a></span></u></span></p>" 245 }; 246 247 window.awardsByRef["48"] = { 248 primary: "<span>Nerdwallet on 3/28/25 for Aug-Oct '24. See more.</span>", 249 secondary: "Nerdwallet recognized Betterment LLC as one of the Best Robo-Advisors 2025. ©2017-2025 and TM, NerdWallet, Inc. All Rights Reserved. It was considered amongst 15 robo advisors based on 16 factors, including account fees and minimums, portfolio mix, accounts supported, customer support, automated services, and human advisor options. Betterment compensates Nerdwallet for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.nerdwallet.com/best/investing/robo-advisors\">https://www.nerdwallet.com/best/investing/robo-advisors</a>" 250 }; 251 252 window.awardsByRef["49"] = { 253 primary: "Nerdwallet on 3/28/25 for Aug-Oct '24.", 254 secondary: "Nerdwallet recognized Betterment LLC as the Best for New IRA Investors 2025. ©2017-2025 and TM, NerdWallet, Inc. All Rights Reserved. It was considered amongst 29 competitors based on 20 factors, including account fees and minimums, customer support, and portfolio mix. Betterment compensates Nerdwallet for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.nerdwallet.com/best/investing/ira-accounts\">https://www.nerdwallet.com/best/investing/ira-accounts</a>" 255 }; 256 257 window.awardsByRef["50"] = { 258 primary: "Motley Fool Money on 11/20/24 for Nov '24. Fee paid for logo use.", 259 secondary: "Motley Fool Money recognized Betterment LLC as the Best Robo Advisor for IRAs 2025. It was considered amongst an unknown number of competitors based on criteria including assets and portfolio options, account variety, features like tax loss harvesting, research, and customer service, and trading platform and mobile app ratings. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.fool.com/money/awards/2025/stock-broker-robo-advisor/\">https://www.fool.com/money/awards/2025/stock-broker-robo-advisor/</a> " 260 }; 261 262 window.awardsByRef["51"] = { 263 primary: "Bankrate on 1/6/25 for Jan '25. Fee paid for logo use.", 264 secondary: "Bankrate recognized Betterment at Work as one of the Best 401(k) Plans of 2025. It was considered amongst an unknown number of competitors based on cost, types of available plans, customer support, investment funds, and education & advice. Betterment compensates Bankrate for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.bankrate.com/retirement/best-401k-plans/\">https://www.bankrate.com/retirement/best-401k-plans/</a> " 265 }; 266 267 window.awardsByRef["52"] = { 268 primary: "G2 on 3/13/25 for Mar '25 for 401(k) category. Some reviewers compensated.", 269 secondary: "G2 recognized Betterment at Work as a Grid Leader for the 401(k) category for Spring 2025. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment at Work. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.g2.com/categories/401-k\">https://www.g2.com/categories/401-k</a> " 270 }; 271 272 window.awardsByRef["53"] = { 273 primary: "G2 on 3/13/25 for Mar '25 for Investment Portfolio Management category. Some reviewers compensated.", 274 secondary: "G2 recognized Betterment at Work as the Easiest to Use for the Investment Portfolio Management category for Spring 2025. Betterment at Work had the highest Ease of Use rating amongst 273 competitors in this category based on responses to Usability Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.g2.com/categories/investment-portfolio-management\">https://www.g2.com/categories/investment-portfolio-management</a> " 275 }; 276 277 window.awardsByRef["54"] = { 278 primary: "G2 on 3/13/25 for Mar '25 for Investment Portfolio Management category. Some reviewers compensated.", 279 secondary: "G2 recognized Betterment at Work as the Easiest Admin for the Investment Portfolio Management category for Spring 2025. Betterment at Work had the highest Ease of Admin rating amongst 273 competitors in this category based on responses to Usability Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.g2.com/categories/investment-portfolio-management\">https://www.g2.com/categories/investment-portfolio-management</a> " 280 }; 281 282 window.awardsByRef["55"] = { 283 primary: "G2 on 3/13/25 for Mar '25 for Investment Portfolio Management category. Some reviewers compensated.", 284 secondary: "G2 recognized Betterment at Work as the Highest User Adoption for the Investment Portfolio Management category for Spring 2025. Betterment at Work had the highest User Adoption rating amongst 273 competitors in this category based on responses to Implementation Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.g2.com/categories/investment-portfolio-management\">https://www.g2.com/categories/investment-portfolio-management</a> " 285 }; 286 287 window.awardsByRef["56"] = { 288 primary: "Investopedia on 5/13/25 for Apr '25.", 289 secondary: "Investopedia recognized Betterment LLC as the Best Robo-Advisor for Tax-Loss Harvesting 2025. It was considered amongst an unknown number of competitors based on 60 weighted criteria and nine major categories, including goal planning, portfolio contents, portfolio management, and fees. Betterment compensates Investopedia for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.investopedia.com/the-best-robo-advisors-8764849\">https://www.investopedia.com/the-best-robo-advisors-8764849</a> " 290 }; 291 292 window.awardsByRef["57"] = { 293 primary: "Investopedia on 5/13/25 for Apr '25.", 294 secondary: "Investopedia recognized Betterment LLC as the Best Robo-Advisor for Cash Management 2025. It was considered amongst an unknown number of competitors based on 60 weighted criteria and nine major categories, including goal planning, portfolio contents, portfolio management, and fees. Betterment compensates Investopedia for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.investopedia.com/the-best-robo-advisors-8764849\">https://www.investopedia.com/the-best-robo-advisors-8764849</a> " 295 }; 296 297 window.awardsByRef["58"] = { 298 primary: "Investopedia on 5/13/25 for Apr '25.", 299 secondary: "Investopedia recognized Betterment LLC as the Best Robo-Advisor for Beginners 2025. It was considered amongst an unknown number of competitors based on 60 weighted criteria and nine major categories, including goal planning, portfolio contents, portfolio management, and fees. Betterment compensates Investopedia for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.investopedia.com/the-best-robo-advisors-8764849\">https://www.investopedia.com/the-best-robo-advisors-8764849</a> " 300 }; 301 302 window.awardsByRef["59"] = { 303 primary: "Weighted avg. app store rating as of 9/3/25 (reviews since: 9/10/10 Apple, 10/30/13 Google).", 304 secondary: "The rating displayed on the website reflects the weighted average of reviews across the App Store and Google Play. The App Store rating is calculated and generated by Apple based on the average of all total app reviews. The Google Play rating is calculated and generated by Google based on most recent reviews. The number of reviews is the combined total. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. Betterment compensates Apple, Inc. for distributing the Betterment app only. For more information, see the App Store and Google Play." 305 }; 306 307 window.awardsByRef["60"] = { 308 primary: "<span>G2 on 9/23/25 for reviews since 11/10/20. Some reviewers compensated. <span style=\"text-decoration: underline;\"><a href=\"https://www.betterment.com/award-disclosures\" rel=\"noopener\">See more</a>.</span></span>", 309 secondary: "G2 awarded Betterment at Work a 4.2-star rating. Source: G2.com, Inc. The rating is calculated and generated by G2 based on the average of all platform reviews. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: G2" 310 }; 311 312 window.awardsByRef["1"] = { 313 primary: "<a href=\"https://www.betterment.com/award-disclosures\" rel=\"noopener\" target=\"_blank\">See more.</a>", 314 secondary: "" 315 }; 316 317 window.awardsByRef["37"] = { 318 primary: "<span data-sheets-root=\"1\">Business Insider on 2/29/24 for 2024.</span>", 319 secondary: "<span data-sheets-root=\"1\">Business Insider recognized Betterment LLC as the Best Overall Robo-Advisor for 2024. It was considered amongst nearly two dozen competitors based on human advisor access, portfolio types, fees, and customer service. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.businessinsider.com/personal-finance/best-robo-advisors\" rel=\"noopener\">https://www.businessinsider.com/personal-finance/best-robo-advisors</a></span>" 320 }; 321
322 window.awardsByRef["61"] = { 323 primary: "<span data-sheets-root=\"1\">The Wealthies on 6/2/25 for Aug '23-Feb '25.</span>", 324 secondary: "<span data-sheets-root=\"1\">The Wealthies recognized Betterment Advisor Solutions's Digital Solo 401(k)s as a finalist in the Retirement Income Technology Providers category 2025. It was considered amongst 1,209 total entries across 97 categories and subcategories, and was based on the submissionâs innovation, scope and impact. Betterment compensates WealthManagement.com for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.wealthmanagement.com/wealth-management-industry-awards/wealthmanagement-com-announces-2025-wealthies-finalists\" rel=\"noopener\">https://informaconnect.com/wealth-management-industry-awards/finalists/</a></span>" 325 }; 326 327 window.awardsByRef["62"] = { 328 primary: "<p><span>BBB on 6/23/25 for data since 6/9/15. Fee paid for application and accreditation dues. See more. <a href=\"https://www.bbb.org/us/ny/new-york/profile/investment-management/betterment-0121-155503\" rel=\"noopener\"><span style=\"color: #000000;\">Click for Review. </span></a></span></p>", 329 secondary: "<p><span>BBB awarded Betterment an A- rating. It represents BBB's opinion of how the business is likely to interact with its customers based on criteria including customer complaints, transparency, and responsiveness. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: https://www.bbb.org/us/ny/new-york/profile/investment-management/betterment-0121-155503</span></p>" 330 }; 331 332 window.awardsByRef["63"] = { 333 primary: "<span data-sheets-root=\"1\">G2 on 6/4/25 for June '25 for Investment Portfolio Management category. Some reviewers compensated.</span>", 334 secondary: "<span data-sheets-root=\"1\">G2 recognized Betterment Advisor Solutions as a Grid Leader for the Investment Portfolio Management category for Summer 2025. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment Advisor Solutions. Betterment compensates some reviewers up to $25 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.g2.com/categories/investment-portfolio-management\">https://www.g2.com/categories/investment-portfolio-management</a> </span>" 335 }; 336 337 window.awardsByRef["64"] = { 338 primary: "Weighted avg. app store rating as of 1/2/26 (reviews since: 9/10/10 Apple, 10/30/13 Google).", 339 secondary: "<span data-sheets-root=\"1\">The rating displayed on the website reflects the weighted average of reviews across the App Store and Google Play. The App Store rating is calculated and generated by Apple based on the average of all total app reviews. The Google Play rating is calculated and generated by Google based on most recent reviews. The number of reviews is the combined total. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. Betterment compensates Apple, Inc. for distributing the Betterment app only. For more information, see the <a target=\"_blank\" href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> and <a target=\"_blank\" href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a>.</span>" 340 }; 341 342 window.awardsByRef["66"] = { 343 primary: "G2 on 9/29/25 for reviews since 11/1/20. Some reviewers compensated. <span data-sheets-root=\"1\"></span>", 344 secondary: "<span data-sheets-root=\"1\">G2 recognized Betterment at Work as 1st in the 401(k) category. It was considered amongst 23 competitors and ranked based on G2 ratings derived from user reviews and aggregated data. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Ranking may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.g2.com/categories/401-k\" rel=\"noopener\">https://www.g2.com/categories/401-k.</a></span>" 345 }; 346 347 window.awardsByRef["65"] = { 348 primary: "G2 on 9/23/25 for reviews since 11/10/20. Some reviewers compensated. <span data-sheets-root=\"1\"> </span>", 349 secondary: "<span data-sheets-root=\"1\">G2 awarded Betterment at Work a 4.3-star rating. Source: G2.com, Inc. The rating is calculated and generated by G2 based on user reviews and aggregated data. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a></span>" 350 }; 351 352 window.awardsByRef["67"] = { 353 primary: "<span data-sheets-root=\"1\">G2 on 9/9/25 for June-Sept '25 for Investment Portfolio Management category. Some reviewers compensated.</span>", 354 secondary: "<span data-sheets-root=\"1\">G2 recognized Betterment at Work as the Easiest to Use for the Investment Portfolio Management category for Fall 2025. Betterment at Work had the highest Ease of Use rating amongst 284 competitors in this category based on responses to Usability Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.g2.com/categories/investment-portfolio-management\" rel=\"noopener\">https://www.g2.com/categories/investment-portfolio-management</a></span>" 355 }; 356 357 window.awardsByRef["68"] = { 358 primary: "<span data-sheets-root=\"1\">G2 on 9/9/25 for June-Sept '25 for Financial Wellness category. Some reviewers compensated.</span>", 359 secondary: "<span data-sheets-root=\"1\">G2 recognized Betterment at Work as having Highest User Adoption for the Financial Wellness category for Fall 2025. Betterment at Work had the highest User Adoption rating amongst 75 competitors in this category based on responses to Implementation Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.g2.com/categories/financial-wellness\" rel=\"noopener\">https://www.g2.com/categories/financial-wellness</a> </span>" 360 }; 361 362 window.awardsByRef["69"] = { 363 primary: "<span data-sheets-root=\"1\">G2 on 9/9/25 for June-Sept '25 for 401(k) category. Some reviewers compensated.</span>", 364 secondary: "<span data-sheets-root=\"1\">G2 recognized Betterment at Work as a Grid Leader for the 401(k) category for Fall 2025. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment at Work. It was considered amongst 23 competitors. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.g2.com/categories/401-k\" rel=\"noopener\">https://www.g2.com/categories/401-k</a></span>" 365 }; 366 367 window.awardsByRef["70"] = { 368 primary: "G2 on 9/29/25 for reviews since 11/1/20. Some reviewers compensated. <span data-sheets-root=\"1\"></span>", 369 secondary: "<span data-sheets-root=\"1\">G2 recognized Betterment at Work as #1 in 401(k) software for the mid-market segment. It was considered amongst 5 competitors and ranked based on G2 Satisfaction scores, which are based on review response data, significance, and relevance. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Ranking may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.g2.com/categories/401-k\" rel=\"noopener\">https://www.g2.com/categories/401-k?tab=highest_rated&utf8=%E2%9C%93&segment=mid-market&region=</a></span>" 370 }; 371 372 window.awardsByRef["71"] = { 373 primary: "<span data-sheets-root=\"1\">G2 on 9/9/25 for June-Sept '25 for Investment Portfolio Management category. Some reviewers compensated.</span>", 374 secondary: "<span data-sheets-root=\"1\">G2 recognized Betterment Advisor Solutions as a Grid Leader for the Investment Portfolio Management category for Fall 2025. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment Advisor Solutions. It was considered amongst 285 competitors. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.g2.com/categories/401-k\" rel=\"noopener\">https://www.g2.com/categories/investment-portfolio-management</a></span>" 375 }; 376 377 window.awardsByRef["72"] = { 378 primary: "<span data-sheets-root=\"1\">G2 on 9/9/25 for June-Sept '25 for reviews since 2/18/25. Some reviewers compensated.</span>", 379 secondary: "<span data-sheets-root=\"1\">G2 recognized Betterment Advisor Solutions with a Users Love Us milestone badge. G2 generates this badge when a product collects 20 reviews with an average rating of 4.0 stars. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">https://www.g2.com/products/betterment-advisor-solutions/reviews</a> </span>" 380 }; 381 382 window.awardsByRef["73"] = { 383 primary: "<span data-sheets-root=\"1\">Buy Side on 9/16/25 for Sept '25 for Premium. Fee paid for logo use.</span>", 384 secondary: "<span data-sheets-root=\"1\">Buy Side recognized Betterment Premium as one of the Best Wealth Management Firms 2025. It was considered amongst an unknown number of competitors based on criteria including advisor credentials, portfolio construction, fees, customer support, available services, and account minimums. Betterment compensates WSJ Buy Side for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.wsj.com/buyside/personal-finance/financial-a
384dvisors/best-wealth-management-firms\" rel=\"noopener\">https://www.wsj.com/buyside/personal-finance/financial-advisors/best-wealth-management-firms</a> </span>" 385 }; 386 387 window.awardsByRef["74"] = { 388 primary: "<span data-sheets-root=\"1\">G2 on 12/12/25 for Sept-Dec '25 for 401(k) category. Some reviewers compensated.</span>", 389 secondary: "<span data-sheets-root=\"1\">G2 recognized Betterment at Work as a Grid Leader for the 401(k) category for Winter 2025. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment at Work. It was considered amongst 23 competitors. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.g2.com/categories/401-k\" rel=\"noopener\">https://www.g2.com/categories/401-k</a></span>" 390 }; 391 392 window.awardsByRef["75"] = { 393 primary: "<span>G2 on 2/18/26 for Jan-Dec '25. Some reviewers compensated.</span>", 394 secondary: "<span>G2 recognized Betterment at Work as one of the Best HR Software Products 2026. It was considered amongst 574 competitors based on weighted Satisfaction and Market Presence scores derived from reviews in this category and ranked in the top 50. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/best-software-companies/top-hr\">https://www.g2.com/best-software-companies/top-hr</a></span></u> </span>" 395 }; 396 397 window.awardsByRef["76"] = { 398 primary: "<span>G2 on 2/18/26 for Jan-Dec '25. Some reviewers compensated.</span>", 399 secondary: "<span>G2 recognized Betterment at Work as one of the Best Financial Services Software Products 2026. It was considered amongst 33 competitors based on weighted Satisfaction and Market Presence scores derived from reviews in this category and ranked in the top 25. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/best-software-companies/top-financial-services\">https://www.g2.com/best-software-companies/top-financial-services</a></span></u> </span>" 400 }; 401 402 window.awardsByRef["77"] = { 403 primary: "<span>FinTech Breakthrough on 3/19/26 for Jan '26. Fee paid for logo use. </span>", 404 secondary: "<span>FinTech Breakthrough awarded Betterment the 2026 Wealth Management Innovation Award. It was considered amongst an unknown number of applicants based on criteria including innovation, performance, ease of use, functionality, impact, and value. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: https://fintechbreakthrough.com/2026-winners/ </span>" 405 }; 406 407 window.awardsByRef["78"] = { 408 primary: "<p><span>G2 on 3/17/26 for Jan-Feb '26 for 401(k) category. Some reviewers compensated.</span><span></span></p>", 409 secondary: "<span>G2 recognized Betterment at Work as a Grid Leader for the 401(k) category for Spring 2026. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment at Work. It was considered amongst 24 competitors. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: https://www.g2.com/categories/401-k</span>" 410 }; 411 412 window.awardsByRef["79"] = { 413 primary: "<span>G2 on 3/17/26 for Jan-Feb '26 for Financial Wellness category. Some reviewers compensated.</span>", 414 secondary: "<span>G2 recognized Betterment at Work as a Grid Leader for the Small Business segment of the Financial Wellness category for Spring 2026. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment at Work. It was considered amongst 8 competitors. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: https://www.g2.com/categories/financial-wellness/small-business </span>" 415 }; 416 417 window.awardsByRef["80"] = { 418 primary: "<span>G2 on 3/17/26 for Jan-Feb '26 for Financial Wellness category. Some reviewers compensated.</span>", 419 secondary: "<span>G2 recognized Betterment at Work as a Grid Leader for the Mid-Market segment of the Financial Wellness category for Spring 2026. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment at Work. It was considered amongst 16 competitors. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: https://www.g2.com/categories/financial-wellness/mid-market </span>" 420 }; 421 422 window.awardsByRef["81"] = { 423 primary: "<span>G2 on 3/17/26 for Jan-Feb '26 for Investment Portfolio Management category. Some reviewers compensated.</span>", 424 secondary: "<span>G2 recognized Betterment at Work as the Easiest to Use for the Investment Portfolio Management category for Spring 2026. Betterment at Work had the highest Ease of Use rating amongst 310 competitors in this category based on responses to Usability Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: https://www.g2.com/categories/investment-portfolio-management</span>" 425 }; 426 427 window.awardsByRef["82"] = { 428 primary: "<span>G2 on 3/17/26 for Jan-Feb '26 for Financial Wellness category. Some reviewers compensated.</span>", 429 secondary: "<span>G2 recognized Betterment at Work as having Highest User Adoption for the Financial Wellness category for Spring 2026. Betterment at Work had the highest User Adoption rating amongst 83 competitors in this category based on responses to Implementation Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: https://www.g2.com/categories/financial-wellness </span>" 430 }; 431 432 window.awardsByRef["83"] = { 433 primary: "<span>G2 on 3/17/26 for Jan-Feb '26 for Financial Wellness category. Some reviewers compensated.</span>", 434 secondary: "<span>G2 recognized Betterment at Work as Most Implementable for the Financial Wellness category for Spring 2026. Betterment at Work had the highest Implementation rating amongst 83 competitors in this category based on responses to Implementation Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: https://www.g2.com/categories/financial-wellness </span>" 435 }; 436 437 window.awardsByRef["84"] = { 438 primary: "<span>G2 on 3/17/26 for Jan-Feb '26 for Financial Wellness category. Some reviewers compensated.</span>", 439 secondary: "<span>G2 recognized Betterment at Work as having Best Results for the Financial Wellness category for Spring 2026. Betterment at Work had the highest Results rating amongst 83 competitors in this category based on responses to Results Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: https://www.g2.com/categories/financial-wellness </span>" 440 }; 441 442 window.awardsByRef["85"] = { 443 primary: "<span>G2 on 3/17/26 for Jan-Feb '26 for Investment Portfolio Management category. Some reviewers compensated.</span>", 444 secondary: "<span>G2 recognized Betterment Advisor Solutions as Most Implementable for the Investment Portfolio Management category for Spring 2026. Betterment Advisor Solutions had the highest Implementation rating amongst 311 competitors in this category based on responses to Implementation Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/categories/investment-portfolio-management\">https://www.g2.com/categories/investment-portfolio-management</a></span></u> </span>" 445 }; 446 447 window.awardsByRef["86"] = { 448 primary: "<span>G2 on 3/17/26 for Jan-Feb '26 for Investment Portfolio Management category. Some reviewers compensated.</span>", 449 secondary: "<span>G2 recognized Betterment Advisor Solutions as a Grid Leader for the Small Business segment of the Investment Portfolio Management category for Spring 2026. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment Advisor Solutions. It was considered amongst 14 competitors that had at least 10 reviews/ratings. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/categories/investment-portfolio-management/small-business\">https://www.g2.com/categories/investment-portfolio-management/small-business</a></span></u></span>" 450 }; 451 452 window.awardsByRef["87"] = { 453 primary: "<span>G2 on 3/17/26 for Jan-Feb '26 for Investment Portfolio Management category. Some reviewers compensated.</span>", 454 secondary: "<span>G2 recognized Betterment Advisor Solutions as a Grid Leader for the Investment Portfolio Management category for Spring 2026. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment Advisor Solutions. It was considered amongst 21 competitors that had at least 10 reviews/ratings. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/categories/investment-portfolio-management\">https://www.g2.com/categories/investment-portfolio-management</a></span></u> </span>" 455 }; 456 457 window.awardsByRef["88"] = { 458 primary: "Investopedia on 6/24/26 for Apr '25.", 459 secondary: "Investopedia recognized Betterment LLC as the Best Robo-Advisor for Cash Management 2026. It was considered amongst an unknown number of competitors based on 60 weighted criteria and nine major categories, including goal planning, portfolio contents, portfolio management, and fees. Betterment compensates Investopedia for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.investopedia.com/the-best-robo-advisors-8764849\" rel=\"noopener\">https://www.investopedia.com/the-best-robo-advisors-8764849</a>" 460 }; 461 462 window.awardsByRef["89"] = { 463 primary: "Investopedia on 6/24/26 for Apr '25.", 464 secondary: "Investopedia recognized Betterment LLC as the Best Robo-Advisor for Beginners 2026. It was considered amongst an unknown number of competitors based on 60 weighted criteria and nine major categories, including goal planning, portfolio contents, portfolio management, and fees. Betterment compensates Investopedia for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.investopedia.com/the-best-robo-advisors-8764849\" rel=\"noopener\">https://www.investopedia.com/the-best-robo-advisors-8764849</a> " 465 }; 466 467 window.awardsByRef["90"] = { 468 primary: "Investopedia on 6/24/26 for Apr '25.", 469 secondary: "Investopedia recognized Betterment LLC as the Best Robo-Advisor for Tax-Loss Harvesting 2026. It was considered amongst an unknown number of competitors based on 60 weighted criteria and nine major categories, including goal planning, portfolio contents, portfolio management, and fees. Betterment compensates Investopedia for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.investopedia.com/the-best-robo-advisors-8764849\" rel=\"noopener\">https://www.investopedia.com/the-best-robo-advisors-8764849</a> " 470 }; 471 472 window.awardsByRef["91"] = { 473 primary: "Wealth Management Industry Awards on 6/3/26 for Aug '24-Feb '26.",
474 secondary: "The Wealth Management Industry Awards recognized Betterment Advisor Solutions as a 2026 finalist for Convergence - Wealth and Retirement Integration in the Retirement Plan Support and Advisor Services category. It was considered amongst 1,392 total entries across 28 categories. Criteria included both quantitative measures, such as specific feature set, usage, scope, & scale, along with qualitative measures such as innovation, creativity, & new methods of deployment. Betterment compensates WealthManagement.com for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://informaconnect.com/wealth-management-industry-awards/the-finalists/\" rel=\"noopener\">https://informaconnect.com/wealth-management-industry-awards/the-finalists/</a> " 475 }; 476 477 window.awardsByRef["92"] = { 478 primary: "Wealth Management Industry Awards on 6/3/26 for Aug '24-Feb '26 for Technology Providers category.", 479 secondary: "The Wealth Management Industry Awards recognized Betterment Advisor Solutions as a 2026 finalist for Thought Leadership in the Technology Providers category. It was considered amongst 1,392 total entries across 28 categories. Criteria included both quantitative measures, such as specific feature set, usage, scope, & scale, along with qualitative measures such as innovation, creativity, & new methods of deployment. Betterment compensates WealthManagement.com for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://informaconnect.com/wealth-management-industry-awards/the-finalists/ \" rel=\"noopener\">https://informaconnect.com/wealth-management-industry-awards/the-finalists/ </a>" 480 }; 481 482 window.awardsByRef["AC-358"] = { 483 primary: "<span>CNBC on 7/22/26 for Mar '24-Apr '26.</span>", 484 secondary: "<p><span>CNBC recognized Betterment as one of the World's Top FinTech Companies 2026 in the Wealth Technology segment. It was considered amongst 3,500 total competitors based on an aggregated scoring model rating of each company based on the analysis and weighting of overarching and segment-specific KPIs. The rating system was established by Statista. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.cnbc.com/worlds-top-fintech-companies-2026/\">https://www.cnbc.com/worlds-top-fintech-companies-2026/</a></span></u></span></p>" 485 }; 486 487 window.awardsByRef["AC-372"] = { 488 primary: "G2 on 8/25/26 for July '26 for Financial Wellness category. Some reviewers compensated.", 489 secondary: "<p>G2 recognized Betterment at Work as having Highest User Adoption for the Financial Wellness category for Fall 2026. Betterment at Work had the highest User Adoption rating in this category based on criteria including set-up process customer satisfaction, go-live amount of time, user adoption percentage, customer implementation method, and the number of reviews received on G2. It was considered amongst 13 competitors with a minimum of 10 reviews and 5 responses for each implementation-related survey question. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance.</p>" 490 }; 491 492 window.awardsByRef["AC-373"] = { 493 primary: "G2 on 8/25/26 for July '26 for Financial Wellness category. Some reviewers compensated. ", 494 secondary: "<p><span>G2 recognized Betterment at Work as having Best Usability for the Financial Wellness category for Fall 2026. Betterment at Work had the highest Usability rating in this category based on criteria including ease of use & admin customer satisfaction, customer responses to Meets Requirements questions, user adoption percentage, and the number of reviews received on G2. It was considered amongst 13 competitors with a minimum of 10 reviews and 5 responses for each usability-related survey question. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/categories/financial-wellness?tab=easiest_to_use\">https://www.g2.com/categories/financial-wellness?tab=easiest_to_use</a></span></u></span></p>" 495 }; 496 497 window.awardsByRef["AC-374"] = { 498 primary: "<span>G2 on 8/25/26 for July '26 for 401(k) category. Some reviewers compensated.</span>", 499 secondary: "<span>G2 recognized Betterment at Work as a Grid Leader for the 401(k) category for Fall 2026. Betterment at Work was rated highly by G2 users in this category based on criteria including substantial Satisfaction and Market Presence scores. It was considered amongst 7 competitors with 10 or more reviews. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.g2.com/categories/401-k\" rel=\"noopener\">https://www.g2.com/categories/401-k</a></span>" 500 }; 501 502 window.awardsByRef["AC-391"] = { 503 primary: "<span>ThinkAdvisor Luminaries Awards on 8/24/26 for Jan '25-June '26. </span>", 504 secondary: "<span>
504The ThinkAdvisor Luminaries Awards recognized Betterment Advisor Solutions as a 2026 finalist for Innovation, Thought Leadership & Education in the Custodian category. It was considered amongst an unknown number of competitors based on criteria including qualitative and quantitative measures of industry impact, ability to achieve goals and display ingenuity, dedication to furthering the development of advisors and the industry, and a personal commitment to the highest ethical standards. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://events.thinkadvisor.com/luminaries-awards/2026-finalists\">https://events.thinkadvisor.com/luminaries-awards/2026-finalists</a></span></u> </span>" 505 }; 506 507 window.awardsByRef["AC-393"] = { 508 primary: "<span>ThinkAdvisor Luminaries Awards on 8/24/26 for Jan '25-June '26.</span>", 509 secondary: "<span>The ThinkAdvisor Luminaries Awards recognized Betterment Advisor Solutions as a 2026 finalist for Product or Service Innovation in the TAMPs and Model Marketplaces category. It was considered amongst an unknown number of competitors based on criteria including qualitative and quantitative measures of industry impact, ability to achieve goals and display ingenuity, dedication to furthering the development of advisors and the industry, and a personal commitment to the highest ethical standards. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://events.thinkadvisor.com/luminaries-awards/2026-finalists\">https://events.thinkadvisor.com/luminaries-awards/2026-finalists</a></span></u> </span>" 510 }; 511 512 window.awardsByRef["AC-394"] = { 513 primary: "<span>ThinkAdvisor Luminaries Awards on 8/24/26 for Jan '25-June '26.</span>", 514 secondary: "<span>The ThinkAdvisor Luminaries Awards recognized Betterment Advisor Solutions as a 2026 finalist for Product or Service Innovation in the Investment Management category. It was considered amongst an unknown number of competitors based on criteria including qualitative and quantitative measures of industry impact, ability to achieve goals and display ingenuity, dedication to furthering the development of advisors and the industry, and a personal commitment to the highest ethical standards. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://events.thinkadvisor.com/luminaries-awards/2026-finalists\">https://events.thinkadvisor.com/luminaries-awards/2026-finalists</a></span></u> </span>" 515 }; 516 517 window.awardsByRef["AC-395"] = { 518 primary: "<span>ThinkAdvisor Luminaries Awards on 8/24/26 for Jan '25-June '26.</span>", 519 secondary: "<span>The ThinkAdvisor Luminaries Awards recognized Betterment at Work as a 2026 finalist for Thought Leadership and Education (Firm) in the Financial Planning category. It was considered amongst an unknown number of competitors based on criteria including qualitative and quantitative measures of industry impact, ability to achieve goals and display ingenuity, dedication to furthering the development of advisors and the industry, and a personal commitment to the highest ethical standards. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://events.thinkadvisor.com/luminaries-awards/2026-finalists\">https://events.thinkadvisor.com/luminaries-awards/2026-finalists</a></span></u> </span>" 520 }; 521 522 window.awardsByRef["AC-397"] = { 523 primary: "<span>G2 on 8/25/26 for July '26 for Investment Portfolio Management category. Some reviewers compensated.</span>", 524 secondary: "<span>G2 recognized Betterment Advisor Solutions as the Easiest to Use for the Investment Portfolio Management category for Fall 2026. Betterment Advisor Solutions had the highest Ease of Use rating based on responses to Usability Index questions on the G2 review form. It was considered amongst 8 competitors with a minimum of 10 reviews and 5 responses for each of the use-related questions. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/categories/investment-portfolio-management\">https://www.g2.com/categories/investment-portfolio-management</a></span></u></span>" 525 }; 526 527 window.awardsByRef["AC-398"] = { 528 primary: "<span>G2 on 8/25/26 for July '26 for Investment Portfolio Management category. Some reviewers compensated.</span>", 529 secondary: "<span>G2 recognized Betterment Advisor Solutions as a Grid Leader for the Investment Portfolio Management category for Fall 2026. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews. It was considered amongst 24 competitors that had at least 10 reviews/ratings. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/categories/investment-portfolio-management\">https://www.g2.com/categories/investment-portfolio-management</a></span></u> </span>" 530 }; 531 532 window.awardsByRef["AC-399"] = { 533 primary: "<span>G2 on 8/25/26 for July '26 for Investment Portfolio Management category. Some reviewers compensated.</span>", 534 secondary: "<span>G2 recognized Betterment Advisor Solutions as a Momentum Leader for the Investment Portfolio Management category for Fall 2026. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Momemtum scores within G2 user reviews. It was considered amongst 20 competitors that had at least 10 reviews and at least a year of G2 data. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/categories/investment-portfolio-management\">https://www.g2.com/categories/investment-portfolio-management</a></span></u> </span>" 535 }; 536 537 window.awardsByRef["AC-400"] = { 538 primary: "<span>G2 on 9/1/26 for reviews since 11/10/20. Some reviewers compensated.</span>", 539 secondary: "<span>G2 awarded Betterment at Work a 4.3-star rating. Source: G2.com, Inc. The rating is calculated and generated by G2 based on user reviews and aggregated data, using Satisfaction and Market Presence metrics and scoring normalization. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u></span>" 540 }; 541 542 543 function renderAwardsByRef(){ 544 var nodes = document.querySelectorAll('[data-award-ref]');
545 nodes.forEach(function(node){ 546 var ref = (node.getAttribute('data-award-ref') || '').trim(); 547 var field = (node.getAttribute('data-award-field') || 'primary').trim(); 548 var rec = window.awardsByRef && window.awardsByRef[ref]; 549 if (rec && rec[field] && rec[field].length) { 550 node.innerHTML = rec[field]; // render the HTML from HubDB 551 } else { 552 var fb = node.getAttribute('data-award-fallback'); 553 if (fb) node.textContent = fb; 554 } 555 }); 556 } 557 558 if (document.readyState === 'loading') { 559 document.addEventListener('DOMContentLoaded', renderAwardsByRef); 560 } else { 561 renderAwardsByRef(); 562 } 563})(); 564</script>
564 565 566 567 568
569<script> 570(function(){ 571 window.promotersByRef = {}; 572 573 window.promotersByRef["1"] = { 574 primary: "Paid client. Betterment is a Capitalize client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/affiliate/capitalize\" rel=\"noopener\">Learn more</a>.", 575 secondary: "Due to compensation, Capitalize has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each funded IRA rollover." 576 }; 577 578 window.promotersByRef["2"] = { 579 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/affiliate/bankrate\" rel=\"noopener\">Learn more</a>.", 580 secondary: "Due to compensation, Bankrate has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral." 581 }; 582 583 window.promotersByRef["3"] = { 584 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/affiliate/investopedia\" rel=\"noopener\">Learn more</a>.", 585 secondary: "Due to compensation, Investopedia has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral." 586 }; 587 588 window.promotersByRef["7"] = { 589 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 590 secondary: "" 591 }; 592 593 window.promotersByRef["8"] = { 594 primary: "Client, who is an investor in Betterment. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 595 secondary: "" 596 }; 597 598 window.promotersByRef["9"] = { 599 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 600 secondary: "" 601 }; 602 603 window.promotersByRef["10"] = { 604 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 605 secondary: "" 606 }; 607 608 window.promotersByRef["11"] = { 609 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 610 secondary: "" 611 }; 612 613 window.promotersByRef["24"] = { 614 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 615 secondary: "" 616 }; 617 618 window.promotersByRef["39"] = { 619 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 620 secondary: "" 621 }; 622 623 window.promotersByRef["40"] = { 624 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 625 secondary: "" 626 }; 627 628 window.promotersByRef["42"] = { 629 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/affiliate/nerdwallet\" rel=\"noopener\">Learn more</a>.", 630 secondary: "Due to compensation, NerdWallet has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral." 631 }; 632 633 window.promotersByRef["43"] = {
634 primary: "Non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 635 secondary: "" 636 }; 637 638 window.promotersByRef["45"] = { 639 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 640 secondary: "" 641 }; 642 643 window.promotersByRef["46"] = { 644 primary: "Client. Views may not be representative. 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See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/gusto\" rel=\"noopener\">Learn more</a>.", 655 secondary: "Due to compensation, Gusto has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $2.00 per plan participant in the referred plan per month on an ongoing basis so long as the 401(k) plan remains at Betterment." 656 }; 657 658 window.promotersByRef["49"] = { 659 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 660 secondary: "" 661 }; 662 663 window.promotersByRef["50"] = { 664 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 665 secondary: "" 666 }; 667 668 window.promotersByRef["51"] = { 669 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/trinet\" rel=\"noopener\">Learn more</a>.", 670 secondary: "<p>Due to compensation, TriNet has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $3 per active user at referred 401(k) plan clients per month. They are also eligible for a repeatable bonus of up to $1k for new, funded Betterment at Work 401(k) referrals. TriNet sales representatives also receive gifts up to $100 for referrals that result in a sales meeting.</p>" 671 }; 672 673 window.promotersByRef["53"] = { 674 primary: "Paid client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/bennie\" rel=\"noopener\">Learn more</a>.", 675 secondary: "<p><span>Due to compensation, Bennie has an incentive to recommend Betterment, which is a conflict of interest. Bennie is eligible for a repeatable bonus of up to $1k for new, funded Betterment at Work 401(k) referrals. They are also compensated up to $15k for event participation, which includes attendee list access. Sales representatives receive gifts up to $250 for referrals that result in a sales meeting.</span></p>" 676 }; 677 678 window.promotersByRef["58"] = { 679 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 680 secondary: "" 681 }; 682 683 window.promotersByRef["59"] = { 684 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 685 secondary: "" 686 }; 687 688 window.promotersByRef["60"] = { 689 primary: "Client. Views may not be representative. 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See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 715 secondary: "" 716 }; 717 718 window.promotersByRef["98"] = { 719 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 720 secondary: "" 721 }; 722 723 window.promotersByRef["99"] = { 724 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 725 secondary: "" 726 }; 727 728 window.promotersByRef["100"] = { 729 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 730 secondary: "" 731 }; 732 733 window.promotersByRef["107"] = { 734 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/influencer/the-financial-diet\" rel=\"noopener\">Learn more</a>.", 735 secondary: "Due to compensation, The Financial Diet has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement." 736 }; 737 738 window.promotersByRef["115"] = { 739 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.google.com/url?q=https://www.betterment.com/influencer/ellyce&sa=D&source=editors&ust=1750450957110060&usg=AOvVaw17yU3Woh3RJkwzx31zjKcd\" rel=\"noopener\">Learn more</a>.", 740 secondary: "Due to compensation, Ellyce Fulmore has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement." 741 }; 742 743 window.promotersByRef["116"] = { 744 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/influencer/erin\" rel=\"noopener\">Learn more</a>.", 745 secondary: "Due to compensation, Erin Confortini has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement." 746 }; 747 748 window.promotersByRef["121"] = { 749 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/influencer/michela\" rel=\"noopener\">Learn more</a>.", 750 secondary: "Due to compensation, Michela Allocca has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement." 751 }; 752 753 window.promotersByRef["129"] = { 754 primary: "Paid client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/influencer/money-with-katie\" rel=\"noopener\">Learn more</a>.", 755 secondary: "<span>Due to compensation, Money With Katie has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $39k per advertisement and received a one-time bonus of $500.</span>" 756 }; 757 758 window.promotersByRef["133"] = { 759 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 760 secondary: "" 761 }; 762 763 window.promotersByRef["134"] = { 764 primary: "Paid client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/influencer/female-in-finance\" rel=\"noopener\">Learn more</a>.", 765 secondary: "Due to compensation, female.in.finance has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement." 766 }; 767 768 window.promotersByRef["135"] = { 769 primary: "<span>Paid non-client. CEO of FinanceHQ is a former Betterment employee, and FinanceHQ was acquired by a Betterment founder, investor, and board member. Views may not be representative. </span>See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/affiliate/financehq\" rel=\"noopener\">Learn more</a>.", 770 secondary: "Due to compensation, FinanceHQ has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral." 771 }; 772 773 window.promotersByRef["146"] = { 774 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/paylocity\" rel=\"noopener\">Learn more</a>.", 775 secondary: "Due to compensation, Paylocity has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $3.50 per funded participant per month." 776 }; 777 778 window.promotersByRef["148"] = { 779 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 780 secondary: "" 781 }; 782 783 window.promotersByRef["149"] = { 784 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 785 secondary: "" 786 }; 787 788 window.promotersByRef["150"] = { 789 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 790 secondary: "" 791 }; 792 793 window.promotersByRef["151"] = { 794 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 795 secondary: "" 796 }; 797 798 window.promotersByRef["152"] = { 799 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 800 secondary: "" 801 }; 802 803 window.promotersByRef["163"] = { 804 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 805 secondary: "" 806 }; 807 808 window.promotersByRef["164"] = { 809 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 810 secondary: "" 811 }; 812 813 window.promotersByRef["165"] = { 814 primary: "Paid client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.google.com/url?q=https://www.betterment.com/advisors/jw-cole&sa=D&source=editors&ust=1751043939880925&usg=AOvVaw3T6PxzAmlq
814ZR11aavQ78jR\" rel=\"noopener\">Learn more</a>.", 815 secondary: "Due to compensation, J.W. Cole has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to 10 bps per annum on AUM of clients referred to the Betterment Advisor Solutions platform through this partnership. " 816 }; 817 818 window.promotersByRef["170"] = { 819 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/affiliate/forbesadvisor\" rel=\"noopener\">Learn more</a>.", 820 secondary: "Due to compensation, Forbes Advisor has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral." 821 }; 822 823 window.promotersByRef["172"] = { 824 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play </a>reviews. Rate is subject to change. <a href=\"https://www.betterment.com/influencer/drew\" rel=\"noopener\">Learn more</a>.", 825 secondary: "Due to compensation, Andrew Lee has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement." 826 }; 827 828 window.promotersByRef["175"] = { 829 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 830 secondary: "" 831 }; 832 833 window.promotersByRef["178"] = { 834 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play </a>reviews. <a href=\"https://www.betterment.com/influencer/haley\" rel=\"noopener\">Learn more</a>.", 835 secondary: "Due to compensation, Haley Kowaleski has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement." 836 }; 837 838 window.promotersByRef["179"] = { 839 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 840 secondary: "" 841 }; 842 843 window.promotersByRef["180"] = { 844 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-investing-saving/id393156562\" rel=\"noopener\">App Store </a>& <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. Tax Loss Harvesting (TLH) is not suitable for all investors. Consider your personal circumstances before deciding whether to utilize Bettermentâs TLH feature.", 845 secondary: "" 846 }; 847 848 window.promotersByRef["181"] = { 849 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-investing-saving/id393156562\" rel=\"noopener\">App Store </a>& <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 850 secondary: "" 851 }; 852 853 window.promotersByRef["182"] = { 854 primary: "Client. Rate is subject to change. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 855 secondary: "" 856 }; 857 858 window.promotersByRef["183"] = { 859 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 860 secondary: "" 861 }; 862 863 window.promotersByRef["184"] = { 864 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 865 secondary: "" 866 }; 867 868 window.promotersByRef["185"] = { 869 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 870 secondary: "" 871 }; 872 873 window.promotersByRef["186"] = { 874 primary: "Client. Rate is subject to change. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 875 secondary: "" 876 }; 877 878 window.promotersByRef["187"] = { 879 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 880 secondary: "" 881 }; 882 883 window.promotersByRef["191"] = { 884 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 885 secondary: "" 886 }; 887 888 window.promotersByRef["192"] = { 889 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 890 secondary: "" 891 }; 892 893 window.promotersByRef["193"] = { 894 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 895 secondary: "" 896 }; 897 898 window.promotersByRef["194"] = { 899 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 900 secondary: "" 901 }; 902 903 window.promotersByRef["195"] = { 904 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 905 secondary: "" 906 }; 907 908 window.promotersByRef["196"] = { 909 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 910 secondary: "" 911 }; 912 913 window.promotersByRef["197"] = { 914 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a>
914 reviews. Tax Loss Harvesting (TLH) is not suitable for all investors. Consider your personal circumstances before deciding whether to utilize Bettermentâs TLH feature.", 915 secondary: "" 916 }; 917 918 window.promotersByRef["202"] = { 919 primary: "Client. Rate is subject to change. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 920 secondary: "" 921 }; 922 923 window.promotersByRef["203"] = { 924 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 925 secondary: "" 926 }; 927 928 window.promotersByRef["204"] = { 929 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 930 secondary: "" 931 }; 932 933 window.promotersByRef["205"] = { 934 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 935 secondary: "" 936 }; 937 938 window.promotersByRef["206"] = { 939 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.google.com/url?q=https://www.g2.com/products/betterment-at-work/reviews&sa=D&source=editors&ust=1751044514898462&usg=AOvVaw3f7mkOIZcghJEm03FqZNSG\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/promoter/hr-morning\" rel=\"noopener\">Learn more</a>.", 940 secondary: "Due to compensation, HR Morning has an incentive to recommend Betterment which is a conflict of interest. They are compensated up to $8.8k per advertisement." 941 }; 942 943 window.promotersByRef["207"] = { 944 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.google.com/url?q=https://www.g2.com/products/betterment-at-work/reviews&sa=D&source=editors&ust=1751044514898462&usg=AOvVaw3f7mkOIZcghJEm03FqZNSG\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/spendly\" rel=\"noopener\">Learn more</a>.", 945 secondary: "Due to compensation, Spendly has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals and up to $2.00 per funded participant per month.\n" 946 }; 947 948 window.promotersByRef["208"] = { 949 primary: "Paid client ad. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/pursuebetter/partners?utm_athlete=pursue\" rel=\"noopener\">Learn more</a>.", 950 secondary: "<span>Point to: <u><span style=\"color: #1155cc;\"><a href=\"https://www.betterment.com/ambassadors\">https://www.betterment.com/ambassadors</a></span></u><br></span>" 951 }; 952 953 window.promotersByRef["209"] = { 954 primary: "Paid client ad. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/pursuebetter/partners?utm_athlete=pursue\" rel=\"noopener\">Learn more</a>.", 955 secondary: "<p><span>Point to: <u><span style=\"color: #1155cc;\"><a href=\"https://www.betterment.com/ambassadors\">https://www.betterment.com/ambassadors</a></span></u><br></span></p>" 956 }; 957 958 window.promotersByRef["210"] = { 959 primary: "Paid client ad. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/ambassadors\" rel=\"noopener\">Learn more</a>.", 960 secondary: "<p><span>Point to: betterment.com/ambassadors<br></span></p>" 961 }; 962 963 window.promotersByRef["212"] = {
964 primary: "Non-client. Certain Betterment employees are Long Angle members. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-investing-saving/id393156562\" rel=\"noopener\">App Store</a> &<a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\"> </a><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 965 secondary: "" 966 }; 967 968 window.promotersByRef["213"] = { 969 primary: "Non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 970 secondary: "" 971 }; 972 973 window.promotersByRef["216"] = { 974 primary: "Client. Views may not be representative. See <a href=\"https://www.google.com/url?q=https://www.g2.com/products/betterment-at-work/reviews&sa=D&source=editors&ust=1751048353450294&usg=AOvVaw2OezvD5NVisc4CKx8kmFfa\" rel=\"noopener\">G2</a> reviews.", 975 secondary: "" 976 }; 977 978 window.promotersByRef["217"] = { 979 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 980 secondary: "" 981 }; 982 983 window.promotersByRef["218"] = { 984 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 985 secondary: "" 986 }; 987 988 window.promotersByRef["219"] = { 989 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 990 secondary: "" 991 }; 992 993 window.promotersByRef["220"] = { 994 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 995 secondary: "" 996 }; 997 998 window.promotersByRef["221"] = { 999 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 1000 secondary: "" 1001 }; 1002 1003 window.promotersByRef["222"] = { 1004 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 1005 secondary: "" 1006 }; 1007 1008 window.promotersByRef["223"] = { 1009 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 1010 secondary: "" 1011 }; 1012 1013 window.promotersByRef["224"] = { 1014 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 1015 secondary: "" 1016 }; 1017 1018 window.promotersByRef["226"] = { 1019 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 1020 secondary: "" 1021 }; 1022 1023 window.promotersByRef["227"] = { 1024 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 1025 secondary: "" 1026 }; 1027 1028 window.promotersByRef["229"] = { 1029 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 1030 secondary: "" 1031 }; 1032 1033 window.promotersByRef["230"] = { 1034 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 1035 secondary: "" 1036 }; 1037 1038 window.promotersByRef["231"] = { 1039 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 1040 secondary: "" 1041 }; 1042 1043 window.promotersByRef["232"] = { 1044 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/bookkeeper360\" rel=\"noopener\">Learn more.</a>", 1045 secondary: "Due to compensation, Bookkeeper360 has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $300 for new, funded Betterment at Work 401(k) referrals, with a potential one-time bonus of up to $1k per referred plan. Additionally, they are eligible for a revenue share of up to 15% of the planâs per-participant recordkeeping and base fees.\n" 1046 }; 1047 1048 window.promotersByRef["233"] = { 1049 primary: "Paid client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/puzzlehr\" rel=\"noopener\">Learn more</a>.", 1050 secondary: "Due to compensation, PuzzleHR has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals." 1051 }; 1052 1053 window.promotersByRef["236"] = { 1054 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews#reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/isolved-partners\" rel=\"noopener\">Learn more</a>.", 1055 secondary: "Due to compensation, iSolved has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $.10 monthly per qualified participant referral for as long as they remain a mutual client." 1056 }; 1057 1058 window.promotersByRef["238"] = { 1059 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews#reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/asteria-hr\" rel=\"noopener\">Learn more</a>.\n", 1060 secondary: "Due to compensation, Asteria HR has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals.\n" 1061 }; 1062 1063 window.promotersByRef["245"] = { 1064 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/fractional-people-people\" rel=\"noopener\">Learn more</a>.", 1065 secondary: "<span>Due to compensation, Fractional People People has an incentive to recommend Betterment, which is a conflict of interest. Compensation includes a referral fee of up to $7k and milestone payments of $5k per funded customer set for new, funded Betterment at Work 401(k) referrals.</span>" 1066 }; 1067 1068 window.promotersByRef["246"] = { 1069 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews#reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/novo\" rel=\"noopener\">Learn more.</a>", 1070 secondary: "Due to compensation, Novo Platform, Inc. has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals." 1071 }; 1072 1073 window.promotersByRef["248"] = { 1074 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews#reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/rally-partners-group\" rel=\"noopener\">Learn more</a>.", 1075 secondary: "Due to compensation, Rally Partners has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals. Betterment will also share up to 15% of the participant recordkeeping fee revenue based on the number of referrals." 1076 }; 1077 1078 window.promotersByRef["250"] = { 1079 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews#reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/skillcloud-consulting-group\" rel=\"noopener\">Learn more.</a>", 1080 secondary: "Due to compensation, Skillcloud Consulting Group, LLC has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals." 1081 }; 1082 1083 window.promotersByRef["255"] = { 1084 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1085 secondary: "" 1086 }; 1087 1088 window.promotersByRef["256"] = { 1089 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1090 secondary: "" 1091 }; 1092 1093 window.promotersByRef["257"] = { 1094 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1095 secondary: "" 1096 }; 1097 1098 window.promotersByRef["268"] = { 1099 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1100 secondary: "" 1101 }; 1102 1103 window.promotersByRef["269"] = { 1104 primary: "Client and former Betterment employee family member. Views may not be representative. See <a href=\"https://www.google.com/url?q=https://www.g2.com/products/betterment-at-work/reviews&sa=D&source=editors&ust=1751318416635644&usg=AOvVaw3Gs-HjULg_oOI_bJVTHge5\" rel=\"noopener\">G2</a> reviews.", 1105 secondary: "" 1106 }; 1107 1108 window.promotersByRef["271"] = { 1109 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/affiliate-partner-offer?utm_source=ozoptimizer\" rel=\"noopener\">Learn more</a>.", 1110 secondary: "Due to compensation, Oz Optimizer has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral." 1111 }; 1112 1113 window.promotersByRef["272"] = { 1114 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1115 secondary: "" 1116 }; 1117 1118 window.promotersByRef["273"] = { 1119 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/grassi-advisors\" rel=\"noopener\">Learn more</a>.", 1120 secondary: "Due to compensation, Grassi Advisory Group, Inc. has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals." 1121 }; 1122 1123 window.promotersByRef["274"] = { 1124 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 1125 secondary: "" 1126 }; 1127 1128 window.promotersByRef["275"] = {
1129 primary: "Non-client. Betterment is a PBMares client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 1130 secondary: "" 1131 }; 1132 1133 window.promotersByRef["277"] = { 1134 primary: "Paid client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/raimee\" rel=\"noopener\">Learn more</a>.", 1135 secondary: "Due to compensation, Raimee has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $17k and given a one-time bonus of $250 with any applicable management fees waived for one year. " 1136 }; 1137 1138 window.promotersByRef["279"] = { 1139 primary: "Paid client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/phoebeanddan\" rel=\"noopener\">Learn more</a>.", 1140 secondary: "Due to compensation, Phoebe Adams and Dan Diliberto have an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $17k and given a one-time bonus of $250 with any applicable management fees waived for one year. " 1141 }; 1142 1143 window.promotersByRef["280"] = { 1144 primary: "Paid client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/roxy\" rel=\"noopener\">Learn more</a>.", 1145 secondary: "Due to compensation, Roxanna has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $17k and given a one-time bonus of $250 with any applicable management fees waived for one year. \n" 1146 }; 1147 1148 window.promotersByRef["281"] = { 1149 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/ThreadHCM\" rel=\"noopener\">Learn more</a>.", 1150 secondary: "<p>Thread HCM receives compensation (up to $2k for new, funded 401(k) enrollment and up to $2 per participant per month) from Betterment, creating a financial incentive associated with endorsements and referrals. Sales representatives are eligible for a $1k bonus for new, funded Betterment at Work 401(k) referrals.</p>" 1151 }; 1152 1153 window.promotersByRef["282"] = { 1154 primary: "Non-client. Views may not be representative. See <a href=\"https://www.google.com/url?q=https://www.g2.com/products/betterment-at-work/reviews&sa=D&source=editors&ust=1751296880867397&usg=AOvVaw1v6RsEH97-cH0yNeF4Svrd\" rel=\"noopener\">G2</a> reviews. ", 1155 secondary: "" 1156 }; 1157 1158 window.promotersByRef["283"] = { 1159 primary: "Client. Views may not be representative. See reviews at <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a>.", 1160 secondary: "" 1161 }; 1162 1163 window.promotersByRef["284"] = { 1164 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.google.com/url?q=https://www.g2.com/products/betterment-at-work/reviews&sa=D&source=editors&ust=1751055358682239&usg=AOvVaw18_7TkZL-xHtNAbp3r_mi9\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/wayroll-hr\" rel=\"noopener\">Learn more</a>.", 1165 secondary: "Due to compensation, Wayroll has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals." 1166 }; 1167 1168 window.promotersByRef["285"] = { 1169 primary: "This advisor is a Betterment client and receives referrals. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 1170 secondary: "" 1171 }; 1172 1173 window.promotersByRef["286"] = { 1174 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1175 secondary: "" 1176 }; 1177 1178 window.promotersByRef["287"] = { 1179 primary: "First Citizens and Betterment receive no compensation from each other in connection with their partnership. First Citizens is not a Betterment client.", 1180 secondary: "" 1181 }; 1182 1183 window.promotersByRef["288"] = { 1184 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. Learn more.\n\n", 1185 secondary: "Due to compensation, Topaz HR Advisory has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a one-time $300 referral fee and a 10% revenue share of recordkeeping and base fees for each new Betterment customer. " 1186 }; 1187 1188 window.promotersByRef["289"] = { 1189 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/crc-benefits\" rel=\"noopener\">Learn more</a>.", 1190 secondary: "<p><span>CRC Benefits has a financial incentive associated with endorsements and referrals to recommend Betterment. They are compensated up to $20k for gifts and entertainment, a referral fee of up to $10k based on plan size, and received a one-time bonus of $300 in gifts for a sales event. </span></p>" 1191 }; 1192 1193 window.promotersByRef["290"] = { 1194 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1195 secondary: "" 1196 }; 1197 1198 window.promotersByRef["291"] = { 1199 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1200 secondary: "" 1201 }; 1202 1203 window.promotersByRef["292"] = { 1204 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1205 secondary: "" 1206 }; 1207 1208 window.promotersByRef["293"] = { 1209 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1210 secondary: "" 1211 }; 1212 1213 window.promotersByRef["295"] = {
1214 primary: "Non-paid, non-client partnership.", 1215 secondary: "Views may not be representative, see reviews at the App Store and Google Play." 1216 }; 1217 1218 window.promotersByRef["296"] = { 1219 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1220 secondary: "" 1221 }; 1222 1223 window.promotersByRef["297"] = { 1224 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1225 secondary: "" 1226 }; 1227 1228 window.promotersByRef["298"] = { 1229 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/deel\" rel=\"noopener\">Learn more</a>. ", 1230 secondary: "<span>Due to compensation, Deel has an incentive to recommend Betterment, which is a conflict of interest. They are compensated $1.50 per funded participant, as well as a bonus of up to $200 for referrals that result in a sales meeting, and $300 for referrals who establish a Betterment at Work plan.</span>" 1231 }; 1232 1233 window.promotersByRef["299"] = { 1234 primary: "Paid client ad. Views may not be representative. See <a href=\"https://www.google.com/url?q=https://www.g2.com/products/betterment-at-work/reviews&sa=D&source=editors&ust=1751058959739722&usg=AOvVaw0dFZCYLsehsTUIL5txWRpG\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.google.com/url?q=http://betterment.com/pursuebetter/partners&sa=D&source=editors&ust=1751061020903858&usg=AOvVaw2lB-WNGitq1uID70wnBGcK\" rel=\"noopener\">Learn more</a>.", 1235 secondary: "Point to: betterment.com/pursuebetter/partners\n" 1236 }; 1237 1238 window.promotersByRef["300"] = { 1239 primary: "Paid client ad. Views may not be representative. See <a href=\"https://www.google.com/url?q=https://www.g2.com/products/betterment-at-work/reviews&sa=D&source=editors&ust=1751058959739722&usg=AOvVaw0dFZCYLsehsTUIL5txWRpG\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.google.com/url?q=http://betterment.com/pursuebetter/partners&sa=D&source=editors&ust=1751061020903858&usg=AOvVaw2lB-WNGitq1uID70wnBGcK\" rel=\"noopener\">Learn more</a>.", 1240 secondary: "Point to: betterment.com/pursuebetter/partners\n" 1241 }; 1242 1243 window.promotersByRef["301"] = { 1244 primary: "Paid client ad. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.google.com/url?q=http://betterment.com/pursuebetter/partners&sa=D&source=editors&ust=1751061020903858&usg=AOvVaw2lB-WNGitq1uID70wnBGcK\" rel=\"noopener\">Learn more</a>.", 1245 secondary: "Point to: betterment.com/pursuebetter/partners\n" 1246 }; 1247 1248 window.promotersByRef["302"] = { 1249 primary: "Paid client. Views may not be representative. ", 1250 secondary: "" 1251 }; 1252 1253 window.promotersByRef["303"] = { 1254 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 1255 secondary: "" 1256 }; 1257 1258 window.promotersByRef["304"] = { 1259 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/advisors/the-daily-upside\" rel=\"noopener\">Learn more</a>. ", 1260 secondary: "Due to compensation, the Daily Upside has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $15k per advertisement." 1261 }; 1262 1263 window.promotersByRef["305"] = { 1264 primary: "Paid client ad. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/pursuebetter/partners?utm_athlete=pursue\" rel=\"noopener\">Learn more</a>.", 1265 secondary: "<span>Point to: <u><span style=\"color: #1155cc;\"><a href=\"https://www.betterment.com/ambassadors\">https://www.betterment.com/ambassadors</a></span></u><br></span>" 1266 }; 1267 1268 window.promotersByRef["306"] = { 1269 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/affiliate/manifest\" rel=\"noopener\">Learn more.</a>", 1270 secondary: "Due to compensation, Manifest has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $150 per referral." 1271 }; 1272 1273 window.promotersByRef["307"] = { 1274 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/investing?utm_source=tfa\" rel=\"noopener\">Learn more.</a>", 1275 secondary: "Transamerica Financial Advisers, LLC (\"TFA\") is not a client of Betterment, and is not affiliated or associated with Betterment. TFA and its financial professionals are compensated up to $350 per client that they refer to Betterment, as such TFA and its financial professionals have an incentive to recommend a client invest with Betterment. Additional disclosure related to TFA's referral agreement and the associated material conflicts of interest can be found at www.tfaconnect.com/Disclosures. " 1276 }; 1277 1278 window.promotersByRef["308"] = { 1279 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 1280 secondary: "" 1281 }; 1282 1283 window.promotersByRef["310"] = { 1284 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. ", 1285 secondary: "" 1286 }; 1287 1288 window.promotersByRef["311"] = { 1289 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. ", 1290 secondary: "" 1291 }; 1292 1293 window.promotersByRef["312"] = { 1294 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. ", 1295 secondary: "" 1296 }; 1297 1298 window.promotersByRef["313"] = { 1299 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. ", 1300 secondary: "" 1301 }; 1302 1303 window.promotersByRef["314"] = { 1304 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1305 secondary: "" 1306 }; 1307 1308 window.promotersByRef["315"] = { 1309 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 1310 secondary: "" 1311 }; 1312 1313 window.promotersByRef["316"] = {
1314 primary: "Non-client. Co-founder is an investor in Betterment. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 1315 secondary: "" 1316 }; 1317 1318 window.promotersByRef["317"] = { 1319 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 1320 secondary: "" 1321 }; 1322 1323 window.promotersByRef["318"] = { 1324 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 1325 secondary: "" 1326 }; 1327 1328 window.promotersByRef["319"] = { 1329 primary: "<span data-sheets-root=\"1\">Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.</span>", 1330 secondary: "" 1331 }; 1332 1333 window.promotersByRef["320"] = { 1334 primary: "<span data-sheets-root=\"1\">Paid non-client. Views may not be representative. See<a target=\"_blank\" href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\"> App Store</a> &<a target=\"_blank\" href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\"> Google Play</a> reviews. <a target=\"_blank\" href=\"https://www.betterment.com/affiliate/advisor\" rel=\"noopener\">Learn more</a>.</span>", 1335 secondary: "<span data-sheets-root=\"1\">Due to compensation, Advisor.com has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral.</span>" 1336 }; 1337 1338 window.promotersByRef["321"] = { 1339 primary: "<span data-sheets-root=\"1\">Paid non-client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"http://betterment.com/work/workforce\" rel=\"noopener\">Learn more</a>.</span>", 1340 secondary: "<span data-sheets-root=\"1\">Due to compensation, Workforce.com has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $5k for new, funded Betterment at Work 401(k) referrals. Additionally, they are eligible for a revenue share of up to $1.85 per funded participant per month. </span>" 1341 }; 1342 1343 window.promotersByRef["322"] = { 1344 primary: "Paid client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\"> G2 </a>reviews. <a href=\"https://www.betterment.com/work/ayp-consulting\" rel=\"noopener\">Learn more</a>.", 1345 secondary: "<p><span>Due to compensation, AYP Consulting has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k and eligible for a repeatable bonus of up to $1k for new, funded Betterment at Work 401(k) referrals. They are also compensated $1k for attendee list access, and sales representatives receive gifts up to $250 for referrals that result in a sales meeting.</span></p>" 1346 }; 1347 1348 window.promotersByRef["323"] = { 1349 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/sterling-capital\" rel=\"noopener\">Learn more.</a>", 1350 secondary: "<span data-sheets-root=\"1\">Due to compensation, Sterling has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals.</span>" 1351 }; 1352 1353 window.promotersByRef["324"] = { 1354 primary: "Paid client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/catalant\" rel=\"noopener\">Learn more</a>.", 1355 secondary: "<span data-sheets-root=\"1\">Due to compensation, Catalant has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral.</span>" 1356 }; 1357 1358 window.promotersByRef["325"] = { 1359 primary: "Paid non-client. Views may not be representative. See <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/thinqhr\" rel=\"noopener\">Learn more</a>.", 1360 secondary: "<span data-sheets-root=\"1\">Due to compensation, Thinq HR and Insurance Services has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals.</span>" 1361 }; 1362 1363 window.promotersByRef["326"] = { 1364 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/affiliate/overalls\" rel=\"noopener\">Learn more.</a>", 1365 secondary: "<span data-sheets-root=\"1\">Due to compensation, Overalls has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral.</span>" 1366 }; 1367 1368 window.promotersByRef["327"] = { 1369 primary: "<span data-sheets-root=\"1\">Paid non-client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a target=\"_blank\" href=\"http://betterment.com/work/workforce\" rel=\"noopener\">Learn more</a>.</span>", 1370 secondary: "<span data-sheets-root=\"1\">Due to compensation, Coastal Payroll has an incentive to recommend Betterment, which is a conflict of interest. Compensation includes a referral fee of up to $7.5k, milestone payments of $10k per funded customer set, and a revenue share of up to $2 per funded participant per month, for new, funded Betterment at Work 401(k) referrals.</span>" 1371 }; 1372 1373 window.promotersByRef["328"] = { 1374 primary: "<span data-sheets-root=\"1\">Paid non-client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/mphr\" rel=\"noopener\">Learn more</a>.</span>", 1375 secondary: "<p><span data-sheets-root=\"1\">Due to compensation, MP-HR has an incentive to recommend Betterment, which is a conflict of interest. Compensation includes a referral fee of up to $7.5k, milestone payments of $10k per funded customer set, and a revenue share of up to $2 per funded participant per month, for new, funded Betterment at Work 401(k) referrals.</span></p>" 1376 }; 1377 1378 window.promotersByRef["329"] = { 1379 primary: "<span data-sheets-root=\"1\">Paid non-client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/dimond-bros\" rel=\"noopener\">Learn more</a>.</span>", 1380 secondary: "<p><span>Due to compensation, Dimond Bros. Insurance has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k and eligible for a repeatable bonus of up to $1k for new, funded Betterment at Work 401(k) referrals. Sales representatives receive gifts up to $250 for referrals that result in a sales meeting.</span></p>" 1381 }; 1382 1383 window.promotersByRef["330"] = { 1384 primary: "<span data-sheets-root=\"1\">Paid non-client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/onpay\" rel=\"noopener\">Learn more</a>.</span>", 1385 secondary: "<p><span>Due to compensation, OnPay has an incentive to recommend Betterment, which is a conflict of interest. Compensation includes a referral fee of up to $7.5k, milestone payments of $20k per funded customer set, and an integration fee of up to $2.75 per funded participant per month, for new, funded Betterment at Work 401(k) referrals. Additionally, they receive a referral fee of up to $350 for new, referred solo 401(k) customers and sales representatives receive gifts up to $250 for referrals that result in a sales meeting.</span></p>" 1386 }; 1387 1388 window.promotersByRef["331"] = { 1389 primary: "<span data-sheets-root=\"1\">Client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. </span>", 1390 secondary: "" 1391 }; 1392 1393 window.promotersByRef["332"] = { 1394 primary: "<span data-sheets-root=\"1\">Paid non-client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/workfriendly\" rel=\"noopener\">Learn more</a>.</span>", 1395 secondary: "<span data-sheets-root=\"1\">Due to compensation, Workfriendly has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals. </span>" 1396 }; 1397 1398 window.promotersByRef["333"] = { 1399 primary: "<span data-sheets-root=\"1\">Client. Views may not be representative. See <a target=\"_blank\" href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a target=\"_blank\" href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. </span>", 1400 secondary: "" 1401 }; 1402 1403 window.promotersByRef["334"] = { 1404 primary: "<span data-sheets-root=\"1\">Client. Views may not be representative. See <a target=\"_blank\" href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a target=\"_blank\" href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. </span>", 1405 secondary: "" 1406 }; 1407 1408 window.promotersByRef["335"] = { 1409 primary: "<span data-sheets-root=\"1\"><span style=\"color: #212b36; background-color: #ffffff;\">Paid non-client. Views may not be representative. See </span><u><a href=\"https://www.g2.com/products/betterment-at-work/reviews\" style=\"background-color: #ffffff;\">G2</a></u><span style=\"color: #212b36; background-color: #ffffff;\"> reviews. </span><u><a href=\"https://vettr.blee.com/guidelines/betterment.com/work/disclosure/morningbrew\" style=\"background-color: #ffffff;\">Learn more</a></u><span style=\"color: #212b36; background-color: #ffffff;\">.</span></span>", 1410 secondary: "<span>Due to compensation, Morning Brew has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $39k per advertisement.</span>" 1411 }; 1412 1413 window.promotersByRef["336"] = { 1414 primary: "<span data-sheets-root=\"1\">Paid client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a target=\"_blank\" href=\"https://www.betterment.com/work/bennie\" rel=\"noopener\">Learn more</a>.</span>", 1415 secondary: "<span data-sheets-root=\"1\">Due to compensation, Bennie has an incentive to recommend Betterment, which is a conflict of interest. Bennie is eligible for a repeatable bonus of up to $1k for new, funded Betterment at Work 401(k) referrals.</span>" 1416 }; 1417 1418 window.promotersByRef["337"] = { 1419 primary: "<span data-sheets-root=\"1\">Client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. </span>", 1420 secondary: "" 1421 }; 1422 1423 window.promotersByRef["338"] = { 1424 primary: "Paid client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"http://betterment.com/advisors/summit-global\" rel=\"noopener\">Learn more</a>.", 1425 secondary: "<span data-sheets-root=\"1\">Due to compensation, Summit Global Investments has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to 10 bps per annum on AUM of clients referred to the Betterment Advisor Solutions platform through this partnership and are eligible for a one-time fee of $30k if they meet an AU
1425M milestone.</span>" 1426 }; 1427 1428 window.promotersByRef["339"] = { 1429 primary: "<span data-sheets-root=\"1\">Paid non-client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"http://betterment.com/work/bridgegap\" rel=\"noopener\">Learn more</a>.</span>", 1430 secondary: "<span data-sheets-root=\"1\">Due to compensation, BridgeGap PEO Brokers has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals. </span>" 1431 }; 1432 1433 window.promotersByRef["340"] = { 1434 primary: "<span>Non-client.<span style=\"color: #674ea7;\"> </span>Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews. </span>", 1435 secondary: "" 1436 }; 1437 1438 window.promotersByRef["341"] = { 1439 primary: "<span>Paid non-client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/affiliate/Freelancers-Union\">Learn more</a></span></u>.</span>", 1440 secondary: "<span>Due to compensation, Freelancers Union has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each funded referral.</span>" 1441 }; 1442 1443 window.promotersByRef["342"] = { 1444 primary: "<span>Paid non-client ad. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/a10.\">Learn more</a>.</span></u></span>", 1445 secondary: "<span>Due to compensation, the Atlantic 10 Conference has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $25k per advertisement.</span>" 1446 }; 1447 1448 window.promotersByRef["343"] = { 1449 primary: "<span>Paid non-client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/advisors/advisorfinder\">Learn more</a></span></u>.</span>", 1450 secondary: "<span>Due to compensation, AdvisorFinder has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $120 for verified leads who provide practice information. </span>" 1451 }; 1452 1453 window.promotersByRef["344"] = { 1454 primary: "<span>Paid non-client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews. <a href=\"http://betterment.com/work/nava-benefits\" rel=\"noopener\">Learn more</a>.</span>", 1455 secondary: "<p><span>Due to compensation, Nava Benefits has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals. Sales representatives receive gifts up to $250 for referrals that result in a sales meeting.</span></p>" 1456 }; 1457 1458 window.promotersByRef["345"] = { 1459 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. Rate is subject to change. <a href=\"https://www.betterment.com/influencer/jonathan\" rel=\"noopener\">Learn more</a>.</span>", 1460 secondary: "<span>Due to compensation, Jonathan Finkel has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement and were given a one-time bonus of $500.</span>" 1461 }; 1462 1463 window.promotersByRef["346"] = { 1464 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. Rate is subject to change. <a href=\"http://betterment.com/influencer/maddyholly\" rel=\"noopener\">Learn more</a>.</span>", 1465 secondary: "<span>Due to compensation, Maddy Holly has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement and were given a one-time bonus of $500.</span>" 1466 }; 1467 1468 window.promotersByRef["347"] = { 1469 primary: "<span>Client.<span style=\"color: #674ea7;\"> </span>Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews. </span>", 1470 secondary: "" 1471 }; 1472 1473 window.promotersByRef["348"] = { 1474 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews.<span style=\"color: #674ea7;\"><span style=\"color: #000000;\"> Rate is subject to change.</span> </span><u><span style=\"color: #1155cc;\"><a href=\"https://www.betterment.com/evette\" rel=\"noopener\">Learn more</a></span></u>.</span>", 1475 secondary: "<span>Due to compensation, Evette Watkins has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $20k per advertisement and were given a one-time bonus of $250.</span>" 1476 }; 1477 1478 window.promotersByRef["349"] = { 1479 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/gabrielle\" rel=\"noopener\">Learn more</a></span></u>.</span>", 1480 secondary: "<span>Due to compensation, Gabrielle Judge has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $20k per advertisement and were given a one-time bonus of $250 with any applicable management fees waived for one year. </span>" 1481 }; 1482 1483 window.promotersByRef["350"] = { 1484 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/JC\" rel=\"noopener\">Learn more.</a></span></u></span>", 1485 secondary: "<span>Due to compensation, JC Rodriguez has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $20k per advertisement and were given a one-time bonus of $250.</span>" 1486 }; 1487 1488 window.promotersByRef["351"] = { 1489 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/joshua\" rel=\"noopener\">Learn more</a></span></u>.</span>", 1490 secondary: "<span>Due to compensation, Joshua Mayo has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $20k per advertisement and were given a one-time bonus of $250 with any applicable management fees waived for one year. </span>" 1491 }; 1492 1493 window.promotersByRef["352"] = { 1494 primary: "<span>Paid non-client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews.<span style=\"color: #000000;\"> Rate is subject to change. </span><u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/generationhired\">Learn more.</a></span></u></span>", 1495 secondary: "<span>Due to compensation, Generation Hired has an incentive to recommend Betterment, which is a conflict of interest. Their parent company, Her Campus, is compensated $75k for marketing services.</span>" 1496 }; 1497 1498 window.promotersByRef["353"] = { 1499 primary: "<span>Paid non-client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews.<span style=\"color: #000000;\"> Rate is subject to change. <a href=\"http://betterment.com/hercampus\" rel=\"noopener\">Learn more.</a></span></span>", 1500 secondary: "<span>Due to compensation, Her Campus has an incentive to recommend Betterment, which is a conflict of interest. They are compensated $75k for marketing services.</span>" 1501 }; 1502 1503 window.promotersByRef["354"] = { 1504 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <a href=\"http://betterment.com/natalie\" rel=\"noopener\">Learn more</a>.</span>", 1505 secondary: "<span>Due to compensation, Natalie Barbu has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $20k per advertisement and were given a one-time bonus of $250 with any applicable management fees waived for one year. </span>" 1506 }; 1507 1508 window.promotersByRef["355"] = { 1509 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/riya\" rel=\"noopener\">Learn more</a></span></u>.</span>", 1510 secondary: "<span>Due to compensation, Riya Patel has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement and were given a one-time bonus of $250 with any applicable management fees waived for one year. </span>" 1511 }; 1512 1513 window.promotersByRef["356"] = { 1514 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/kaylie\" rel=\"noopener\">Learn more</a></span></u>.</span>", 1515 secondary: "<span>Due to compensation, Kaylie Griffin has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement and were given a one-time bonus of $250 with any applicable management fees waived for one year. </span>" 1516 }; 1517 1518 window.promotersByRef["357"] = { 1519 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/emily\" rel=\"noopener\">Learn more</a></span></u>.</span>", 1520 secondary: "<span>Due to compensation, Emily Kissa has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement and were given a one-time bonus of $250 with any applicable management fees waived for one year. </span>" 1521 }; 1522 1523 window.promotersByRef["358"] = { 1524 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/jayden\" rel=\"noopener\">Learn more</a></span></u>.</span>", 1525 secondary: "<span>Due to compensation, Jayden Radtke has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement and were given a one-time bonus of $250 with any applicable management fees waived for one year. </span>" 1526 }; 1527 1528 window.promotersByRef["359"] = { 1529 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/tori\" rel=\"noopener\">Learn more</a></span></u>.</span>",
1529 1530 secondary: "<span>Due to compensation, Tori Machado has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement and were given a one-time bonus of $250 with any applicable management fees waived for one year. </span>" 1531 }; 1532 1533 window.promotersByRef["360"] = { 1534 primary: "<span>Paid non-client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/work/northernbank\">Learn more</a></span></u>.</span>", 1535 secondary: "<span>Due to compensation, Northern Bank has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals. </span>" 1536 }; 1537 1538 window.promotersByRef["361"] = { 1539 primary: "<span>Paid non-client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/work/GarnetBridge\">Learn more</a></span></u>.</span>", 1540 secondary: "<span>Due to compensation, Garnet Bridge has an incentive to recommend Betterment, which is a conflict of interest. Compensation includes a referral fee of up to $7k, milestone payments of $5k per funded customer set, and a $1k sales bonus for new, funded Betterment at Work 401(k) referrals.</span>" 1541 }; 1542 1543 window.promotersByRef["362"] = { 1544 primary: "<span>Client.<span style=\"color: #674ea7;\"> </span>Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews. </span>", 1545 secondary: "" 1546 }; 1547 1548 window.promotersByRef["363"] = { 1549 primary: "<p><span>Client. Paid up to $250 for expenses. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews.</span></p>", 1550 secondary: "" 1551 }; 1552 1553 window.promotersByRef["364"] = { 1554 primary: "<p><span>Client. Paid up to $250 for expenses. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews.</span></p>", 1555 secondary: "" 1556 }; 1557 1558 window.promotersByRef["365"] = { 1559 primary: "<p><span>Client. Paid up to $250 for expenses. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews.</span></p>", 1560 secondary: "" 1561 }; 1562 1563 window.promotersByRef["366"] = { 1564 primary: "<p><span>Client. Paid up to $250 for expenses. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews.</span></p>", 1565 secondary: "" 1566 }; 1567 1568 window.promotersByRef["367"] = { 1569 primary: "<p><span>Client. Paid up to $250 for expenses. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews.</span></p>", 1570 secondary: "" 1571 }; 1572 1573 window.promotersByRef["368"] = { 1574 primary: "<span>Client.<span style=\"color: #674ea7;\"> </span>Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews. </span>", 1575 secondary: "" 1576 }; 1577 1578 window.promotersByRef["369"] = { 1579 primary: "<span>Paid non-client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <span style=\"color: #000000;\">Rate is subject to change. <a data-insert=\"true\"></a></span><a href=\"http://betterment.com/affiliate/mywealthwallet\" rel=\"noopener\"><span style=\"color: #000000;\"></span></a><a href=\"http://betterment.com/affiliate/mywealthwallet\" rel=\"noopener\">Learn more.</a></span>", 1580 secondary: "<span>Due to compensation, My Wealth Wallet has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral.</span>" 1581 }; 1582 1583 window.promotersByRef["370"] = { 1584 primary: "<p><span>This advisor is a Betterment client and receives referrals. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews.</span></p>", 1585 secondary: "" 1586 }; 1587 1588 window.promotersByRef["371"] = { 1589 primary: "Paid client ad. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/ambassadors\" rel=\"noopener\">Learn more</a>.", 1590 secondary: "<p><span>Point to: <a href=\"https://www.betterment.com/ambassadors\" rel=\"noopener\">https://www.betterment.com/ambassadors</a><span style=\"color: #1155cc;\"></span><br></span></p>" 1591 }; 1592 1593 window.promotersByRef["AC-350"] = { 1594 primary: "<span>Paid non-client. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/work/disclosure/workweek\" rel=\"noopener\">Learn more</a></span></u>.</span>", 1595 secondary: "<span>Due to compensation, Workweek has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $7k per advertisement.</span>" 1596 }; 1597 1598 window.promotersByRef["AC-351"] = { 1599 primary: "<span>Paid non-client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/work/partner/hireventures\">Learn more</a>.</span></u></span>", 1600 secondary: "<span>Due to compensation, Hire Ventures has an incentive to recommend Betterment, which is a conflict of interest. Compensation includes a referral fee of up to $7k and milestone payments of $5k per funded customer set for new, funded Betterment at Work 401(k) referrals.</span>" 1601 }; 1602 1603 window.promotersByRef["AC-352"] = { 1604 primary: "<span>Client.<span style=\"color: #674ea7;\"> </span>Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews. </span>", 1605 secondary: "" 1606 }; 1607 1608 window.promotersByRef["AC-352"] = { 1609 primary: "<span>Client.<span style=\"color: #674ea7;\"> </span>Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews. </span>", 1610 secondary: "" 1611 }; 1612 1613 window.promotersByRef["AC-353"] = {
1614 primary: "Non-client. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews.", 1615 secondary: "" 1616 }; 1617 1618 window.promotersByRef["AC-354"] = { 1619 primary: "<span>Paid client who receives referrals. $50 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews.</span>", 1620 secondary: "" 1621 }; 1622 1623 window.promotersByRef["AC-355"] = { 1624 primary: "<span>Paid client. $50 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews.</span>", 1625 secondary: "" 1626 }; 1627 1628 window.promotersByRef["AC-364"] = { 1629 primary: "<span style=\"background-color: #ffffff;\">Paid non-client. Views may not be representative</span><span style=\"background-color: #ffffff; color: #45818e;\">.</span><span style=\"background-color: #ffffff;\"> See </span><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" style=\"background-color: #ffffff;\">App Store</a><span style=\"background-color: #ffffff;\"> & </span><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" style=\"background-color: #ffffff;\">Google Play</a><span style=\"background-color: #ffffff;\"> reviews. Rate is subject to change.</span><span style=\"background-color: #ffffff; color: #674ea7;\"> </span><a href=\"http://betterment.com/affiliate/smart-gravity\" style=\"background-color: #ffffff;\" rel=\"noopener\">Learn more</a><span style=\"background-color: #ffffff;\">.</span>", 1630 secondary: "<span>Due to compensation, Smart Gravity has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral.</span>" 1631 }; 1632 1633 window.promotersByRef["AC-371"] = { 1634 primary: "<span style=\"background-color: #ffffff;\">Paid non-client ad. Views may not be representative. See </span><u><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" style=\"background-color: #ffffff;\">App Store</a></u><span style=\"background-color: #ffffff;\"> & </span><u><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" style=\"background-color: #ffffff;\">Google Play</a></u><span style=\"background-color: #ffffff;\"> reviews. Learn more:</span><span style=\"white-space-collapse: preserve; background-color: #ffffff; color: #674ea7;\"> </span><u><a href=\"https://www.betterment.com/ambassadors\" style=\"background-color: #ffffff;\">betterment.com/ambassadors</a></u><span style=\"color: #212b36; background-color: #ffffff;\">.</span>", 1635 secondary: "<span>Point to: betterment.com/ambassadors</span>" 1636 }; 1637 1638 window.promotersByRef["AC-381"] = { 1639 primary: "<span style=\"font-size: 16px;\">Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a> reviews.</span>", 1640 secondary: "" 1641 }; 1642 1643 window.promotersByRef["AC-381-exception"] = { 1644 primary: "<span style=\"font-size: 16px;\">Paid client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a> reviews. <a href=\"#hs_cos_wrapper_footer_disclosures_set\" rel=\"noopener\">Learn more</a>.</span>", 1645 secondary: "<span style=\"font-size: 16px;\">David Black received $25 for his review, which creates an incentive to recommend Betterment and is a conflict of interest. </span>" 1646 }; 1647 1648 window.promotersByRef["AC-382"] = { 1649 primary: "<span>Client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews. </span>", 1650 secondary: "" 1651 }; 1652 1653 1654 function renderNode(node){ 1655 // already filled and content intact â skip (also prevents observer loops) 1656 if (node.getAttribute('data-promoter-done') === '1' && node.innerHTML.length) return; 1657 var ref = (node.getAttribute('data-promoter-ref') || '').trim(); 1658 var field = (node.getAttribute('data-promoter-field') || 'primary').trim(); 1659 var rec = window.promotersByRef[ref]; 1660 if (rec && rec[field] && rec[field].length) { 1661 node.innerHTML = rec[field]; 1662 node.setAttribute('data-promoter-done', '1'); 1663 } else { 1664 var fb = node.getAttribute('data-promoter-fallback'); 1665 if (fb) { node.textContent = fb; node.setAttribute('data-promoter-done', '1'); } 1666 } 1667 } 1668 1669 function renderAll(root){ 1670 if (root.nodeType !== 1 && root.nodeType !== 9) return; 1671 if (root.matches && root.matches('[data-promoter-ref]')) renderNode(root); 1672 if (root.querySelectorAll) root.querySelectorAll('[data-promoter-ref]').forEach(renderNode); 1673 } 1674 1675 function start(){ 1676 renderAll(document); 1677 new MutationObserver(function(muts){
1678 muts.forEach(function(m){ 1679 // span existed but React wiped its children â re-fill it 1680 if (m.target.nodeType === 1 && m.target.matches('[data-promoter-ref]')) renderNode(m.target); 1681 // new subtrees rendered by React â scan them for promoter spans 1682 m.addedNodes.forEach(renderAll); 1683 }); 1684 }).observe(document.documentElement, { childList: true, subtree: true }); 1685 } 1686 1687 if (document.readyState === 'loading') { 1688 document.addEventListener('DOMContentLoaded', start); 1689 } else { 1690 start(); 1691 } 1692})(); 1693</script>
1693 1694 1695 1696 1697 1698
1699<script> 1700(function(){ 1701 // Example: { "233": {primary:"<p>â¦</p>", secondary:"<p>â¦</p>"} } 1702 window.claimsByRef = {}; 1703 1704 window.claimsByRef["36"] = { 1705 primary: "<p>Bettermentâs pricing for traditional investment portfolios begin at $5/month on your assets, with no minimum balance. <a href=\"https://www.betterment.com/pricing\" rel=\"noopener\">See additional pricing information. </a></p>", 1706 secondary: "" 1707 }; 1708 1709 window.claimsByRef["62"] = { 1710 primary: "Based on industry data. Bettermentâs pricing for traditional investment portfolios begin at a 0.25% annual management fee on your assets, with no minimum balance. Additional pricing information here.", 1711 secondary: "" 1712 }; 1713 1714 window.claimsByRef["67"] = { 1715 primary: "Based on internal data for a client with one account subject to Bettermentâs TaxMin methodology and no other tax features enabled. Betterment will not automatically rebalance a portfolio until it meets or exceeds the required account balance.", 1716 secondary: "" 1717 }; 1718 1719 window.claimsByRef["81"] = { 1720 primary: "FDIC insurance covers up to $250,000 per depositor, per insured bank, subject to FDIC rules.", 1721 secondary: "" 1722 }; 1723 1724 window.claimsByRef["101"] = { 1725 primary: "Only available in Pro and Flagship Tiers.", 1726 secondary: "" 1727 }; 1728 1729 window.claimsByRef["109"] = { 1730 primary: "Based on Betterment LLC review of assets under management (AUM) self-reported in SEC Form ADV filings for independent robo advisors as of 7/20/26. Independent defined as advisors do not create the funds they distribute.", 1731 secondary: "" 1732 }; 1733 1734 window.claimsByRef["162"] = { 1735 primary: "Firm count based on Betterment internal data as of 6.13.2025.", 1736 secondary: "" 1737 }; 1738 1739 window.claimsByRef["164"] = { 1740 primary: "Based on Betterment internal data as of 6/2/25", 1741 secondary: "" 1742 }; 1743 1744 window.claimsByRef["178"] = { 1745 primary: "Based on Betterment internal data as of 8/8/2024", 1746 secondary: "" 1747 }; 1748 1749 window.claimsByRef["179"] = { 1750 primary: "Based on Betterment internal data as of 8/8/2024", 1751 secondary: "" 1752 }; 1753 1754 window.claimsByRef["186"] = { 1755 primary: "Internal data based from 2023-2024", 1756 secondary: "" 1757 }; 1758 1759 window.claimsByRef["195"] = { 1760 primary: "Based on Betterment internal data, as of 1/15/2025.\n", 1761 secondary: "" 1762 }; 1763 1764 window.claimsByRef["204"] = { 1765 primary: "Based on Betterment internal data as of 2/18/25.\n\n", 1766 secondary: "" 1767 }; 1768 1769 window.claimsByRef["205"] = { 1770 primary: "Based on Betterment internal data as of 2/19/2026.", 1771 secondary: "" 1772 }; 1773 1774 window.claimsByRef["208"] = { 1775 primary: "Based on Bettermentâs internal calculations for the Core portfolio over 5 years. Users in the âauto-deposit onâ groups earned nearly an additional 2.5% over the last year and 2% annualized over 10 years. <a href=\"#hs_cos_wrapper_footer_disclosures_set\" rel=\"noopener\">See more in disclosures.</a>", 1776 secondary: "Calculation as of 12/31/2024, and reflects the average individual rate of return for composites of funded retail taxable and IRA accounts in the Core portfolio strategy with a 90/10 stock-to-bond allocation. Users in the âauto-deposit onâ groups earned nearly an additional 2.5% over the last year, 3% annualized over 5 years, and 2% annualized over 10 years. The âauto-deposit onâ groups include clients with auto-deposit turned on for at least 90% of the days in the relevant period. The âauto-deposit offâ groups include clients with auto-deposit turned off for at least 90% of the days in the relevant period. Note that due to the eligibility criteria for Bettermentâs advisory fee tiers, clients in the âauto-deposit offâ groups are more likely to have been subject to Bettermentâs $4 monthly fee in 2024, and this may have impacted their returns, along with other factors." 1777 }; 1778 1779 window.claimsByRef["211"] = { 1780 primary: "Reported advisor count based on Betterment internal data as of 3/10/25.\n\n", 1781 secondary: "" 1782 }; 1783 1784 window.claimsByRef["212"] = { 1785 primary: "As of 12/31/2024, and inception date 9/7/2011. Composite annual time-weighted returns: 12.7% over 1 year, 7.9% over 5 years, and 7.8% over 10 years. Composite performance calculated based on the dollar-weighted average of actual client time-weighted returns for the Core portfolio at 90/10 allocation, net of fees, includes dividend reinvestment, and excludes the impact of cash flows. Performance not guaranteed, investing involves risk.", 1786 secondary: "" 1787 }; 1788 1789 window.claimsByRef["224"] = { 1790 primary: "Based on Betterment internal data as of 12/31/24.", 1791 secondary: "" 1792 }; 1793 1794 window.claimsByRef["226"] = { 1795 primary: "Based on Betterment internal data March 2024 - February 2025.", 1796 secondary: "" 1797 }; 1798 1799 window.claimsByRef["229"] = { 1800 primary: "As of 5/2/2025. Betterment Core composite actual time-weighted returns: 10.52% over 1 year, 12.35% over 5 years, and 7.30% over 10 years as of 5/2/2025. Composite performance calculated based on the dollar weighted average of actual client time-weighted returns for the Core portfolio at 90/10 allocation, net fees. Performance not guaranteed, investing involves risk.", 1801 secondary: "" 1802 }; 1803 1804 window.claimsByRef["230"] = { 1805 primary: "Based on Betterment internal data as of 2/10/25.", 1806 secondary: "" 1807 }; 1808 1809 window.claimsByRef["231"] = { 1810 primary: "Based on Betterment internal data as of 5/12/25.", 1811 secondary: "" 1812 }; 1813 1814 window.claimsByRef["233"] = { 1815 primary: "Based on 2022-2023. Tax Loss Harvesting (TLH) is not suitable for all investors. Consider your personal circumstances before deciding whether to utilize Bettermentâs TLH feature. Fee coverage and estimated tax savings based on Betterment internal
1815calculations. <a href=\"#hs_cos_wrapper_footer_disclosures_set\" rel=\"noopener\">See more in disclosures.</a>", 1816 secondary: "Based on actual advisory fees paid on taxable accounts only for Betterment individual retail client users in 2022-2023. Tax savings calculations are based on clientsâ self-reported income, tax filing status, and reported number of dependents, and they assume the standard deduction. Bettermentâs calculations do not take into account the effects of any trades that may have occurred outside of Betterment in clientsâ external accounts. This figure pertains to 2022 only, and does not consider any losses or gains from prior years. Note that harvest opportunities vary depending on market conditions in a given calendar year; 2022 may not be representative. Tax savings through TLH are not a measure of investment performance and results are not guaranteed. Please see Bettermentâs TLH White Paper and TLH Disclosure for more information. Betterment is not a licensed tax advisor. Tax Loss Harvesting (TLH) is not suitable for all investors, and certain conditions apply; consider your personal circumstances before deciding whether to utilize Bettermentâs TLH feature." 1817 }; 1818 1819 window.claimsByRef["236"] = { 1820 primary: "Based on betterment internal data as of 6.2.25.", 1821 secondary: "" 1822 }; 1823 1824 window.claimsByRef["237"] = { 1825 primary: "The data in this email is based on a snapshot from and may not reflect the current state of your plan. For the latest information, please log in. Invested by employees reflects total 2025 contributions from employees eligible to contribute. Employee participation is the percentage of eligible, actively employed participants with funded accounts, including those added in 2025. Average employee contribution is the current average percentage deferral rate among active contributors and excludes those contributing only a dollar amount. Eligible employees added is the total number of contribution-eligible employees added to your plan in 2025.", 1826 secondary: "" 1827 }; 1828 1829 window.claimsByRef["238"] = { 1830 primary: "Based on betterment internal data April 2024 - March 2025.", 1831 secondary: "" 1832 }; 1833 1834 window.claimsByRef["239"] = { 1835 primary: "Based on betterment internal data April 2024 - March 2025.", 1836 secondary: "" 1837 }; 1838 1839 window.claimsByRef["240"] = { 1840 primary: "Based on betterment internal data April 2024 - April 2025.", 1841 secondary: "" 1842 }; 1843 1844 window.claimsByRef["241"] = { 1845 primary: "Based on Betterment internal data September 2010 - March 2025.", 1846 secondary: "" 1847 }; 1848 1849 window.claimsByRef["242"] = { 1850 primary: "Based on Betterment internal data September 2010 - March 2025.", 1851 secondary: "" 1852 }; 1853 1854 window.claimsByRef["246"] = { 1855 primary: "Year-to-Date refers to the time period of December 31, 2024 to June 30, 2025. Benchmark performance information is based on returns data from Bloomberg. The inception date Of the Core portfolio strategy is September 7, 2011. âCore Portfolioâ represents the Betterment Core portfolio strategy at the 90% stocks/ 10% bonds risk level. Index performance is for illustrative purposes only. Index performance does not reflect any of Bettermentâs management fees, transaction costs or fund expenses. You cannot invest directly in an index. Hypothetical performance information for the Betterment portfolio allocations is based on the time-weighted returns of Betterment portfolios with primary tickers that are at the target allocation every market day (this assumes portfolios are rebalanced daily at market closing prices). Dividends are assumed to be reinvested in the fund from which the dividend was distributed. Performance information presented reflects the impact of market conditions over the period displayed. Market conditions can and will impact performance (including economic crises, political discord, interest rates, exchange rates, and social events). Betterment allocations reflect portfolio holdings as of June 30, 2025 and are net of fund fees and are net of an annual 0.25% management fee, which is the maximum management fee charged by Betterment to Betterment at Work 401(k) plans and participants; however, individual plan fees may vary. The performance information is not net of additional fees for recordkeeping that may be charged to a plan or plan participants. Hypothetical performance information does not include deposits or withdrawals over the performance peri
1855od. These portfolio allocations are not representative of the performance of any actual Betterment account and actual client experience may vary because of factors including, individual deposits and withdrawals, secondary tickers present in the portfolio through tax loss harvesting, allowed portfolio drift, rebalancing, transactions that do not occur at close of day prices, and differences in holdings between tax-advantaged and taxable portfolios. As such, it is not recommended to use model performance in making investing decisions. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance is not indicative of future results. ", 1856 secondary: "" 1857 }; 1858 1859 window.claimsByRef["248"] = { 1860 primary: "Betterment: Weighted average as of 6/30/25 based on CORE portfolio (90% equity/10% fixed portfolio). \nHI: Weighted average of mutual fund as of 3/31/24 for all plan participants invested in Human Interest.", 1861 secondary: "" 1862 }; 1863 1864 window.claimsByRef["254"] = { 1865 primary: "<span style=\"font-size: 12px;\">Betterment primarily earns revenue through advisory fees (AUM-based or flat monthly fees). Betterment also earns revenue from cash sweep program banks, securities lending activities, and payment for order flow. <a href=\"https://www.betterment.com/legal/fee-disclosure\" rel=\"noopener\">Learn more</a>.</span>", 1866 secondary: "" 1867 }; 1868 1869 window.claimsByRef["262"] = { 1870 primary: "Based on Betterment clients with TLH enabled and platform fees incurred; excludes others. Reflects full account history, which varies by user. Estimated tax savings are illustrative and based on current tax ratesâactual results may vary. Not guaranteed. Consult a tax advisor.", 1871 secondary: "" 1872 }; 1873 1874 window.claimsByRef["263"] = { 1875 primary: "As of 6/30/2025. Betterment Core composite actual time-weighted returns: 9.08% year-to-date, 15.40% over 1 year, 12.39% over 5 years, and 8.14% over 10 years. Composite performance is calculated based on the dollar-weighted average of actual client time-weighted returns for the Core portfolio at a 90/10 allocation, net of fees. Performance is not guaranteed, and investing involves risk.", 1876 secondary: "" 1877 }; 1878 1879 window.claimsByRef["264"] = { 1880 primary: "<span style=\"font-size: 12px;\">Betterment primarily earns revenue through advisory fees (AUM-based or flat monthly fees). Betterment also earns revenue from cash sweep program banks, securities lending activities, and payment for order flow. <a href=\"https://www.betterment.com/legal/fee-disclosure\" rel=\"noopener\">Learn more</a>.</span>", 1881 secondary: "" 1882 }; 1883 1884 window.claimsByRef["270"] = { 1885 primary: "Based on Betterment internal data as of 8/25/2025.", 1886 secondary: "" 1887 }; 1888 1889 window.claimsByRef["271"] = { 1890 primary: "Median based on Betterment internal data, January 2025 - October 2025. ", 1891 secondary: "" 1892 }; 1893 1894 window.claimsByRef["275"] = { 1895 primary: "Based on Betterment Internal Data as of 10/20/2025.", 1896 secondary: "" 1897 }; 1898 1899 window.claimsByRef["282"] = { 1900 primary: "The data in this email is based on a snapshot from 12/17/2025 and may not reflect the current state of your plan. For the latest information, please log in.<br>Invested by Employees reflects total year-to-date employee payroll contributions from eligible participants with successful payroll contribution cashflows. Employee Participation represents the percentage of eligible, actively employed participants who hold a funded 401(k) balance. Average Participant Balance is the average 401(k) balance among funded participants. Claimed Accounts represents the percentage of eligible, active employees who have claimed their 401(k) account. Average Employee Contribution Rate includes only contributing participants deferring by percentage (not dollar amount). Average Employee Contribution Amount includes only contributing participants deferring by dollar amount (not percentage).", 1901 secondary: "" 1902 }; 1903 1904 window.claimsByRef["285"] = { 1905 primary: "Based on Betterment Internal Data as of 12/18/2025.", 1906 secondary: "" 1907 }; 1908 1909 window.claimsByRef["286"] = { 1910 primary: "Based on Betterment Internal Data as of 12/23/2025.", 1911 secondary: "" 1912 }; 1913 1914 window.claimsByRef["287"] = { 1915 primary: "Based on Betterment Internal Data 1/2/2025 to 12/3/2025.", 1916 secondary: "" 1917 }; 1918 1919 window.claimsByRef["289"] = { 1920 primary: "As of 12/31/2025. Composite annual time-weighted returns: 20.06% over 1 year, 9.32% over 5 years, and 10.06% over 10 years. Composite performance calculated based on the dollar-weighted average of actual client time-weighted returns for the Core portfolio at 90/10 allocation, net of fees, includes dividend reinvestment, and excludes the impact of cash flows. Performance not guaranteed, investing involves risk.", 1921 secondary: "" 1922 }; 1923 1924 window.claimsByRef["290"] = {
1925 primary: "Based on Bettermentâs internal calculations for the Core portfolio over 5 years. Users in the âauto-deposit onâ groups earned an additional 0.6% over the last year and 1.6% annualized over 10 years. <a href=\"#hs_cos_wrapper_footer_disclosures_set\" rel=\"noopener\">See more in disclosures.</a>", 1926 secondary: "Calculation as of 12/31/2025, and reflects the average individual rate of return for composites of funded retail taxable and IRA accounts in the Core portfolio strategy with a 90/10 stock-to-bond allocation. Users in the âauto-deposit onâ groups earned an additional 0.6% over the last year, 3.6% annualized over 5 years, and 1.6% annualized over 10 years. The âauto-deposit onâ groups include clients with auto-deposit turned on for at least 90% of the days in the relevant period. The âauto-deposit offâ groups include clients with auto-deposit turned off for at least 90% of the days in the relevant period. Note that due to the eligibility criteria for Bettermentâs advisory fee tiers, clients in the âauto-deposit offâ groups are more likely to have been subject to Bettermentâs $5 monthly fee in 2025, and this may have impacted their returns, along with other factors.\"" 1927 }; 1928 1929 window.claimsByRef["291"] = { 1930 primary: "<span>Based on Betterment internal data as of 1/12/2026. </span>", 1931 secondary: "" 1932 }; 1933 1934 window.claimsByRef["296"] = { 1935 primary: "<span>Based on Betterment internal data as of 3/9/26.</span>", 1936 secondary: "" 1937 }; 1938 1939 window.claimsByRef["297"] = { 1940 primary: "<span>Based on Betterment internal data as of 3/9/26.</span>", 1941 secondary: "" 1942 }; 1943 1944 window.claimsByRef["298"] = { 1945 primary: "<span>Based on Betterment internal data as of 3/9/26.</span>", 1946 secondary: "" 1947 }; 1948 1949 window.claimsByRef["299"] = { 1950 primary: "<span>Based on Betterment internal data as of 3/9/26.</span>", 1951 secondary: "" 1952 }; 1953 1954 window.claimsByRef["307"] = { 1955 primary: "<span>Based on Betterment internal data as of 12/31/2025.</span>", 1956 secondary: "" 1957 }; 1958 1959 window.claimsByRef["308"] = { 1960 primary: "<span>Based on Betterment internal data October 2025 - March 2026.</span>", 1961 secondary: "" 1962 }; 1963 1964 window.claimsByRef["309"] = { 1965 primary: "<span>Based on Betterment internal data as of 3/28/2026</span>", 1966 secondary: "" 1967 }; 1968 1969 window.claimsByRef["310"] = { 1970 primary: "<span>Based on Betterment internal data as of 3/9/26.</span>", 1971 secondary: "" 1972 }; 1973 1974 window.claimsByRef["311"] = { 1975 primary: "<span>Based on Betterment internal data as of 3/9/26.</span>", 1976 secondary: "" 1977 }; 1978 1979 window.claimsByRef["313"] = { 1980 primary: "<span>Based on Betterment internal data October 2025 - March 2026.</span>", 1981 secondary: "" 1982 }; 1983 1984 window.claimsByRef["AC-348"] = { 1985 primary: "<span>Based on Betterment internal data as of 3/9/2026.</span>", 1986 secondary: "" 1987 }; 1988 1989 window.claimsByRef["AC-349"] = { 1990 primary: "<span>Based on Betterment internal data as of 3/9/2026.</span>", 1991 secondary: "" 1992 }; 1993 1994 window.claimsByRef["AC-361"] = { 1995 primary: "<span>Based on Betterment internal data as of 8/7/2026.</span>", 1996 secondary: "" 1997 }; 1998 1999 window.claimsByRef["AC-365"] = { 2000 primary: "<span>Based on Betterment internal data as of 8/12/26.</span>", 2001 secondary: "" 2002 }; 2003 2004 window.claimsByRef["AC-366"] = { 2005 primary: "<span>Based on Betterment internal data as of 8/12/26.</span>", 2006 secondary: "" 2007 }; 2008 2009 window.claimsByRef["AC-367"] = { 2010 primary: "<span>Based on Betterment sponsored survey as of 4/3/2026.</span>", 2011 secondary: "" 2012 }; 2013 2014 window.claimsByRef["AC-368"] = { 2015 primary: "<span>Based on Betterment sponsored survey as of 4/3/2026.</span>", 2016 secondary: "" 2017 }; 2018 2019 window.claimsByRef["AC-369"] = { 2020 primary: "<span>Based on 2022-2025 retail taxable accounts with TLH enabled for at least 1 yr. Tax savings use self-reported income, filing status, and dependents, and excludes transactions at other brokerages. Applies 2025 tax rates to all harvested losses (long-term/short-term rates as applicable), assuming full use against taxable gains. Not performance; not guaranteed. Disclosures at <a href=\"https://www.betterment.com/detail
2020s\" rel=\"noopener\">Betterment.com/details.</a></span>", 2021 secondary: "Based on actual advisory fees paid from 2022-2025 on taxable accounts while TLH was enabled for Betterment individual retail clients who had TLH enabled for at least one year during that period. Tax savings are calculated based on clientsâ self-reported income, tax filing status, and dependents; assume the standard deduction; and do not consider transactions at other brokerages. Rather than calculating year-by-year tax outcomes, tax savings estimates apply 2025 tax rates to total harvested losses over the period, using clientsâ assumed long-term capital gains tax rate for long-term losses and ordinary income tax rate for short-term losses. Estimates assume clients were able to fully use harvested losses to offset taxable gains. Tax savings are not a measure of investment performance, vary by year, and are not guaranteed. Betterment does not provide tax advice. TLH is not suitable for all investors. Please see Bettermentâs <a href=\"https://www.betterment.com/resources/tax-loss-harvesting-methodology\" rel=\"noopener\">TLH White Paper</a> and <a href=\"https://www.betterment.com/legal/tax-loss-harvesting\" rel=\"noopener\">TLH Disclosure</a> for more information." 2022 }; 2023 2024 window.claimsByRef["AC-376"] = { 2025 primary: "Based on Betterment internal data as of 3/2/26.", 2026 secondary: "" 2027 }; 2028 2029 window.claimsByRef["AC-377"] = { 2030 primary: "Based on Betterment internal data as of 3/2/26.", 2031 secondary: "" 2032 }; 2033 2034 window.claimsByRef["AC-378"] = { 2035 primary: "Based on Betterment internal data as of 3/9/26.", 2036 secondary: "" 2037 }; 2038 2039 window.claimsByRef["AC-383"] = { 2040 primary: "<span>Based on Betterment internal data as of 6/29/26.</span>", 2041 secondary: "" 2042 }; 2043 2044 window.claimsByRef["AC-384"] = { 2045 primary: "<span>Based on Betterment internal data as of 6/29/26.</span>", 2046 secondary: "" 2047 }; 2048 2049 window.claimsByRef["AC-385"] = { 2050 primary: "<span>Based on Betterment internal data as of 6/29/26.</span>", 2051 secondary: "" 2052 }; 2053 2054 window.claimsByRef["AC-386"] = { 2055 primary: "<span>Based on Betterment internal data as of 6/29/26.</span>", 2056 secondary: "" 2057 }; 2058 2059 window.claimsByRef["AC-387"] = { 2060 primary: "<span>Based on Betterment internal data as of 6/29/26.</span>", 2061 secondary: "" 2062 }; 2063 2064 window.claimsByRef["AC-388"] = { 2065 primary: "<span>Based on Betterment internal data as of 6/29/26.</span>", 2066 secondary: "" 2067 }; 2068 2069 window.claimsByRef["AC-389"] = { 2070 primary: "<span>Based on Betterment internal data as of 6/29/26.</span>", 2071 secondary: "" 2072 }; 2073 2074 window.claimsByRef["AC-390"] = { 2075 primary: "<span>Based on Betterment internal data as of 6/29/26.</span>", 2076 secondary: "" 2077 }; 2078 2079 2080 function renderClaimsByRef(){ 2081 var nodes = document.querySelectorAll('[data-claim-ref]'); 2082 nodes.forEach(function(node){ 2083 var ref = (node.getAttribute('data-claim-ref') || '').trim(); 2084 var field = (node.getAttribute('data-claim-field') || 'primary').trim(); // 'primary' or 'secondary' 2085 var rec = window.claimsByRef && window.claimsByRef[ref]; 2086 if (rec && rec[field] && rec[field].length) { 2087 node.innerHTML = rec[field]; // render the HTML from HubDB 2088 } else { 2089 var fb = node.getAttribute('data-claim-fallback'); 2090 if (fb) node.textContent = fb; // optional fallback message 2091 } 2092 }); 2093 } 2094 2095 if (document.readyState === 'loading') { 2096 document.addEventListener('DOMContentLoaded', renderClaimsByRef); 2097 } else { 2098 renderClaimsByRef(); 2099 } 2100})(); 2101</script>
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2257 2258 2259 2260 2261 2262 2263 2264 2265 2266 2267<div class=""> 2268 2269 <div class="bt-courtesy-nav bt-section bg-black white"> 2270 <div class="bt-container"> 2271 <nav aria-label="Skip links"> 2272 <a href="#main-content" class="header__skip" tabindex="0" data-interaction-listener-registered="true">Skip to main content</a> 2273 <a href="#footer" class="header__skip" tabindex="0" data-interaction-listener-registered="true">Skip to footer</a> 2274 </nav> 2275 <div> 2276 2277 2278 2279 2280 2281 2282 2283 2284 2285 2286 2287 2288 2289 <nav id="courtesy-nav" class="bt-courtesy-nav-list flex-wrap flex-middle flex-spaceBetween " data-behavior-large-screen-nav="" aria-label="Audience navigation"> 2290 <div class="solutions-info"> 2291 2292 <ul class="flex-wrap"> 2293 2294 <li class="item active-lob" id="menu-item-Individuals"> 2295 <a href="/" class="item-link grey90" data-event="Individuals" data-track-event="ElementClicked" data-track-name="Individuals" 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427.964 36.3226 429.899 34.839C431.834 33.3555 434.195 32.5616 436.617 32.58C441.725 32.58 445.544 35.651 446.877 40.7887H425.91Z" /> 2355 <path d="M335.186 23.6276C327.992 23.1829 321.875 26.296 318.779 32.193V24.8684H306.9V67.4286H318.779V48.9503C318.779 37.6632 326.892 31.9039 335.186 35.1371V23.6276Z" /> 2356 <path d="M258.883 58.1735C257.211 58.9069 255.405 59.2878 253.578 59.2922C248.532 59.2922 245.75 56.2304 245.75 50.6685V33.6217H259.383V24.9268H245.741V6.61875L234.363 10.75V24.9268H215.035V6.61429L203.657 10.7456V52.1927C203.657 63.0848 209.315 68.8429 220.015 68.8429C224.19 68.8429 227.771 68.1699 230.929 66.7839L228.169 58.1825C226.496 58.9159 224.69 59.2967 222.864 59.3011C217.818 59.3011 215.035 56.2394 215.035 50.6774V33.6351H234.371V52.1927C234.371 63.0848 240.029 68.8429 250.733 68.8429C254.904 68.8429 258.486 68.1699 261.643 66.7839L258.883 58.1735Z" /> 2357 <path d="M534.709 58.1691C533.063 58.9024 531.285 59.2832 529.486 59.2877C524.51 59.2877 521.773 56.226 521.773 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2439 <span>Get a globally diversified portfolio that we build and manage for you. <br></span> 2440 </div> 2441 2442 </a> 2443 </li> 2444 2445 <li id="menu-item-e9f3e01335524bb27f0938d3b7d7a452" class="mb16 menu-item menu-item-e9f3e01335524bb27f0938d3b7d7a452 menu-item_depth-2"> 2446 <a href="https://www.betterment.com/ira-and-401k" target="_self" rel="" data-event="Retirement" data-track-event="ElementClicked" data-track-name="Retirement" data-track-module="TopNav" data-itemindex="1" tabindex="0"> 2447 <div class="flex flex-middle"> 2448 <div class="link-title grey90"> 2449 Retirement 2450 </div> 2451 2452 </div> 2453 2454 <div class="bt-body50 mt2 2455 grey70"> 2456 <span>Save with tax-advantaged traditional, Roth, and SEP IRAs.</span> 2457 </div> 2458 2459 </a> 2460 </li> 2461 2462 <li id="menu-item-0d6c202c231b044f028c2341852ca67d" class="mb16 menu-item menu-item-0d6c202c231b044f028c2341852ca67d menu-item_depth-2"> 2463 <a href="//betterment.com/self-directed-investing" target="_self" rel="" data-event="Self-directed investing" data-track-event="ElementClicked" data-track-name="Self-directed investing" data-track-module="TopNav" data-itemindex="2" tabindex="0"> 2464 <div class="flex flex-middle"> 2465 <div class="link-title grey90"> 2466 Self-directed investing 2467 </div> 2468 2469 </div> 2470 2471 <div class="bt-body50 mt2 2472 grey70"> 2473 <span>Select and manage your investments with tax guidance youâll only get here.</span> 2474 </div> 2475 2476 </a> 2477 </li> 2478 2479 <li id="menu-item-a691f9c795491f63b27601937c157a69" class="mb16 menu-item menu-item-a691f9c795491f63b27601937c157a69 menu-item_depth-2"> 2480 <a href="https://www.betterment.com/custom-portfolios" target="_self" rel="" data-event="Custom portfolios" data-track-event="ElementClicked" data-track-name="Custom portfolios" data-track-module="TopNav" data-itemindex="3" tabindex="0"> 2481 <div class="flex flex-middle"> 2482 <div class="link-title grey90"> 2483 Custom portfolios 2484 </div> 2485 2486 <div class="flex flex-middle rounded42 height24 px8 bt-body25 2487 uppercase whitespace-nowrap ml8 bg-teal20 teal95"> 2488 New 2489 </div> 2490 2491 </div> 2492 2493 <div class="bt-body50 mt2 2494 grey70"> 2495 <span>Pick your own stocks and ETFs. We automate the rest for you.</span> 2496 </div> 2497 2498 </a> 2499 </li> 2500 2501 </ul> 2502 </div> 2503 2504 2505 2506 2507 2508 <div class="column width100"> 2509 2510 <ul class=""> 2511 2512 <li id="menu-item-c649ee25c300b999cb7f5fac900ba72b" class="mb16 menu-item menu-item-c649ee25c300b999cb7f5fac900ba72b menu-item_depth-2"> 2513 <a href="https://www.betterment.com/investments" target="_self" rel="" data-event="Portfolio options" data-track-event="ElementClicked" data-track-name="Portfolio options" data-track-module="TopNav" data-itemindex="0" tabindex="0"> 2514 <div class="flex flex-middle"> 2515 <div class="link-title grey90"> 2516 Portfolio options 2517 </div> 2518 2519 </div> 2520 2521 </a> 2522 </li> 2523 2524 <li id="menu-item-f444a3995c9177d1fcf3720732ae5941" class="mb16 menu-item menu-item-f444a3995c9177d1fcf3720732ae5941 menu-item_depth-2"> 2525 <a href="https://www.betterment.com/performance" target="_self" rel="" data-event="Historical performance" data-track-event="ElementClicked" data-track-name="Historical performance" data-track-module="TopNav" data-itemindex="1" tabindex="0"> 2526 <div class="flex flex-middle"> 2527 <div class="link-title grey90"> 2528 Historical performance 2529 </div> 2530 2531 </div> 2532 2533 </a> 2534 </li> 2535 2536 <li id="menu-item-82124dd4e91d3d6c91a8a931761c53d9" class="mb16 menu-item menu-item-82124dd4e91d3d6c91a8a931761c53d9 menu-item_depth-2"> 2537 <a href="https://www.betterment.com/taxes" target="_self" rel="" data-event="Tax-saving technology" data-track-event="ElementClicked" data-track-name="Tax-saving technology" data-track-module="TopNav" data-itemindex="2" tabindex="0"> 2538 <div class="flex flex-middle"> 2539 <div class="link-title grey90"> 2540 Tax-saving technology 2541 </div> 2542 2543 </div> 2544 2545 </a> 2546 </li> 2547 2548 <li id="menu-item-837380f7a0360d8d528a9909ee304238" class="mb16 menu-item menu-item-837380f7a0360d8d528a9909ee304238 menu-item_depth-2"> 2549 <a href="https://www.betterment.com/premium" target="_self" rel="" data-event="Work with an advisor" data-track-event="ElementClicked" data-track-name="Work with an advisor" data-track-module="TopNav" data-itemindex="3" tabindex="0"> 2550 <div class="flex flex-middle"> 2551 <div class="link-title grey90"> 2552 Work with an advisor 2553 </div> 2554 2555 </div> 2556 2557 </a> 2558 </li> 2559 2560 <li id="menu-item-98ba560aab5e9018612fc9c23bc05871" class="mb16 menu-item menu-item-98ba560aab5e9018612fc9c23bc05871 menu-item_depth-2"> 2561 <a href="https://www.betterment.com/securities-lending" target="_self" rel="" data-event="Securities lending" data-track-event="ElementClicked" data-track-name="Securities lending" data-track-module="TopNav" data-itemindex="4" tabindex="0"> 2562 <div class="flex flex-middle"> 2563 <div class="link-title grey90"> 2564 Securities lending 2565 </div> 2566 2567 </div> 2568 2569 <div class="bt-body50 mt2 2570 grey70"> 2571 Earn extra income by lending your stocks and ETFs. 2572 </div> 2573 2574 </a> 2575 </li> 2576 2577 </ul> 2578 </div> 2579 2580 2581 </div> 2582 2583 2584 2585 <div class="callout-box px20 py32 flex flex-column bg-grey10"> 2586 2587 2588 2589 <img src="https://www.betterment.com/hubfs/Offers/Investing%20Offer%20$2000.png" alt="Investing Offer $2000" class="background-size_cover rounded4 width100"> 2590 2591 2592 2593 2594 <div class="bt-title7 pt12 grey90"> 2595 Start investing with Betterment today and earn up to $2,000! Terms apply. 2596 </div> 2597 2598 2599 2600 <a class="width-fit-content highlight-cta mt4" href="https://www.betterment.com/investing?utm_campaign=tiered_investing_2026" target="_self" rel="" data-event="Claim offer" data-track-event="ElementClicked" data-track-name="Claim offer" data-track-module="TopNav" tabindex="0">
2601 <span class="button-link-medium">Claim offer</span> 2602 </a> 2603 2604 </div> 2605 2606 2607 </div> 2608 2609 </li> 2610 2611 2612 2613 2614 2615 2616 2617 2618 2619 <li id="menu-item-1-069b30db06d047a398f9eb0940d3279c" class="menu-item menu-item_depth-1 menu-item_depth-1-hover menu-item-has-children"> 2620 2621 <button type="button" class="grey90 position-relative menu-item-trigger " data-event="Cash" data-track-event="ElementClicked" data-track-name="Cash" data-track-module="TopNav" id="menu-item-1-069b30db06d047a398f9eb0940d3279c-trigger" aria-controls="menu-item-1-069b30db06d047a398f9eb0940d3279c-control" aria-expanded="false"> 2622 <span>Cash</span> 2623 <svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewbox="0 0 20 20"> 2624 <path d="M10.5426 8.71158L6.70924 12.5449L5.83105 11.6667L10.5426 6.9552L15.2541 11.6667L14.3759 12.5449L10.5426 8.71158Z" fill="currentColor" /> 2625 </svg> 2626 </button> 2627 2628 2629 2630 2631 2632 <div class="sub-menu left-0" id="menu-item-1-069b30db06d047a398f9eb0940d3279c-control" aria-labelledby="menu-item-1-069b30db06d047a398f9eb0940d3279c-trigger"> 2633 <div class="sub-menu-header flex justify-content-between mb24"> 2634 <div><svg class="back-icon-mobile-menu pointer p12 mt4" tabindex="0" xmlns="http://www.w3.org/2000/svg" width="39" height="39" viewbox="0 0 6 10" fill="none"><path d="M4.71152 9.42304L0 4.71152L4.71152 0L5.58971 0.878188L1.75638 4.71152L5.58971 8.54485L4.71152 9.42304Z" fill="#212121" /></svg></div> 2635 <div class="bt-body100 mt10">Cash</div> 2636 <svg class="close-icon-mobile-menu pointer p12" style="margin-right:-0.7rem" width="39" tabindex="0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 16 16" aria-label="Open menu" role="button"><title>Close menu</title><path id="for-close" d="M14.6 0L8 6.6 1.4 0 0 1.4 6.6 8 0 14.6 1.4 16 8 9.4l6.6 6.6 1.4-1.4L9.4 8 16 1.4 14.6 0z"></path></svg> 2637 </div> 2638 2639 <div class="columns"> 2640 2641 2642 2643 <div class="column width100"> 2644 2645 <ul class=""> 2646 2647 <li id="menu-item-edcde7079a023533f9785bb28a31bed4" class="mb16 menu-item menu-item-edcde7079a023533f9785bb28a31bed4 menu-item_depth-2"> 2648 <a href="https://www.betterment.com/cash-reserve" target="_self" rel="" data-event="High-yield cash" data-track-event="ElementClicked" data-track-name="High-yield cash" data-track-module="TopNav" data-itemindex="0" tabindex="0"> 2649 <div class="flex flex-middle"> 2650 <div class="link-title grey90"> 2651 High-yield cash 2652 </div> 2653 2654 </div> 2655 2656 <div class="bt-body50 mt2 2657 grey70"> 2658 <span>No fees or minimums. FDIC insured up to $8M (joint). Unlimited withdrawals. Variable APY.<br></span> 2659 </div> 2660 2661 </a> 2662 </li> 2663 2664 <li id="menu-item-195917574edc9b6bbeb5be9785b6a479" class="mb16 menu-item menu-item-195917574edc9b6bbeb5be9785b6a479 menu-item_depth-2"> 2665 <a href="https://www.betterment.com/checking" target="_self" rel="" data-event="Checking" data-track-event="ElementClicked" data-track-name="Checking" data-track-module="TopNav" data-itemindex="1" tabindex="0"> 2666 <div class="flex flex-middle"> 2667 <div class="link-title grey90"> 2668 Checking 2669 </div> 2670 2671 </div> 2672 2673 <div class="bt-body50 mt2 2674 grey70"> 2675 <span>Everyday spending with no foreign transaction or ATM withdrawal fees.</span> 2676 </div> 2677 2678 </a> 2679 </li> 2680 2681 </ul> 2682 </div> 2683 2684 2685 2686 </div> 2687 2688 2689 2690 <div class="callout-box px20 py32 flex flex-column bg-grey10"> 2691 2692 2693 2694 <picture class="background-size_cover rounded4 width100"> 2695 <source media="(max-width:1074px)" srcSet="https://5274572.fs1.hubspotusercontent-na1.net/hubfs/5274572/Retail%20Nav_Featured%20Image_CR%20offer_425.png" width=""> 2696 <img src="https://www.betterment.com/hubfs/Retail%20Nav_Featured%20Image_CR%20offer_425.png" alt="Featured Image_CR offer_425" class="background-size_cover rounded4 width100"> 2697 </picture> 2698 2699 2700 2701 2702 <div class="bt-title7 pt12 grey90"> 2703 New customer offer: 4.25% APY 2704 </div> 2705 2706 2707 <p class="bt-body50 mt4 grey90">
2708 <span>Unlock our highest variable rate of the year!</span> 2709 </p> 2710 2711 2712 <a class="width-fit-content highlight-cta mt4" href="https://www.betterment.com/affiliate-partner-offer" target="_self" rel="" data-event="Claim offer" data-track-event="ElementClicked" data-track-name="Claim offer" data-track-module="TopNav" tabindex="0"> 2713 <span class="button-link-medium">Claim offer</span> 2714 </a> 2715 2716 </div> 2717 2718 2719 </div> 2720 2721 </li> 2722 2723 2724 2725 2726 2727 2728 2729 2730 2731 <li id="menu-item-2-e9f3e01335524bb27f0938d3b7d7a452" class="menu-item menu-item_depth-1 menu-item_depth-1-hover menu-item-has-children"> 2732 2733 <button type="button" class="grey90 position-relative menu-item-trigger " data-event="Retirement" data-track-event="ElementClicked" data-track-name="Retirement" data-track-module="TopNav" id="menu-item-2-e9f3e01335524bb27f0938d3b7d7a452-trigger" aria-controls="menu-item-2-e9f3e01335524bb27f0938d3b7d7a452-control" aria-expanded="false"> 2734 <span>Retirement</span> 2735 <svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewbox="0 0 20 20"> 2736 <path d="M10.5426 8.71158L6.70924 12.5449L5.83105 11.6667L10.5426 6.9552L15.2541 11.6667L14.3759 12.5449L10.5426 8.71158Z" fill="currentColor" /> 2737 </svg> 2738 </button> 2739 2740 2741 2742 2743 2744 <div class="sub-menu left-0" id="menu-item-2-e9f3e01335524bb27f0938d3b7d7a452-control" aria-labelledby="menu-item-2-e9f3e01335524bb27f0938d3b7d7a452-trigger"> 2745 <div class="sub-menu-header flex justify-content-between mb24"> 2746 <div><svg class="back-icon-mobile-menu pointer p12 mt4" tabindex="0" xmlns="http://www.w3.org/2000/svg" width="39" height="39" viewbox="0 0 6 10" fill="none"><path d="M4.71152 9.42304L0 4.71152L4.71152 0L5.58971 0.878188L1.75638 4.71152L5.58971 8.54485L4.71152 9.42304Z" fill="#212121" /></svg></div> 2747 <div class="bt-body100 mt10">Retirement</div> 2748 <svg class="close-icon-mobile-menu pointer p12" style="margin-right:-0.7rem" width="39" tabindex="0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 16 16" aria-label="Open menu" role="button"><title>Close menu</title><path id="for-close" d="M14.6 0L8 6.6 1.4 0 0 1.4 6.6 8 0 14.6 1.4 16 8 9.4l6.6 6.6 1.4-1.4L9.4 8 16 1.4 14.6 0z"></path></svg> 2749 </div> 2750 2751 <div class="columns"> 2752 2753 2754 2755 <div class="column width100"> 2756 2757 <ul class=""> 2758 2759 <li id="menu-item-c6899f348a6e3daf7c5ec81e1b1efd27" class="mb16 menu-item menu-item-c6899f348a6e3daf7c5ec81e1b1efd27 menu-item_depth-2"> 2760 <a href="https://www.betterment.com/ira-and-401k" target="_self" rel="" data-event="Retirement accounts" data-track-event="ElementClicked" data-track-name="Retirement accounts" data-track-module="TopNav" data-itemindex="0" tabindex="0"> 2761 <div class="flex flex-middle"> 2762 <div class="link-title grey90"> 2763 Retirement accounts 2764 </div> 2765 2766 </div> 2767 2768 <div class="bt-body50 mt2 2769 grey70"> 2770 <span>Save with tax-advantaged traditional, Roth, and SEP IRAs. <br></span> 2771 </div> 2772 2773 </a> 2774 </li> 2775 2776 <li id="menu-item-6e2226fc3ee96702b82a9d7798e9823c" class="mb16 menu-item menu-item-6e2226fc3ee96702b82a9d7798e9823c menu-item_depth-2"> 2777 <a href="https://www.betterment.com/rollover" target="_self" rel="" data-event="401(k) & IRA rollovers" data-track-event="ElementClicked" data-track-name="401(k) & IRA rollovers" data-track-module="TopNav" data-itemindex="1" tabindex="0"> 2778 <div class="flex flex-middle"> 2779 <div class="link-title grey90"> 2780 401(k) & IRA rollovers 2781 </div> 2782 2783 </div> 2784 2785 <div class="bt-body50 mt2 2786 grey70"> 2787 <span>Get white-glove support moving over old retirement accounts.<br></span> 2788 </div> 2789 2790 </a> 2791 </li> 2792 2793 <li id="menu-item-b3dc43e7eb005b574c150a2b7366f1de" class="mb16 menu-item menu-item-b3dc43e7eb005b574c150a2b7366f1de menu-item_depth-2"> 2794 <a href="https://www.betterment.com/retirement" target="_self" rel="" data-event="Retirement planning" data-track-event="ElementClicked" data-track-name="Retirement planning" data-track-module="TopNav" data-itemindex="2" tabindex="0"> 2795 <div class="flex flex-middle"> 2796 <div class="link-title grey90"> 2797 Retirement planning 2798 </div> 2799 2800 </div> 2801 2802 <div class="bt-body50 mt2 2803 grey70">
2804 <span>Gain insights to help you make smarter retirement decisions.</span> 2805 </div> 2806 2807 </a> 2808 </li> 2809 2810 </ul> 2811 </div> 2812 2813 2814 2815 2816 2817 <div class="column width100"> 2818 2819 <ul class=""> 2820 2821 <li id="menu-item-d4176f9f4f0c6c0340d1a96a75b8bc78" class="mb16 menu-item menu-item-d4176f9f4f0c6c0340d1a96a75b8bc78 menu-item_depth-2"> 2822 <a href="https://www.betterment.com/solo-401k" target="_self" rel="" data-event="Solo 401(k)s" data-track-event="ElementClicked" data-track-name="Solo 401(k)s" data-track-module="TopNav" data-itemindex="0" tabindex="0"> 2823 <div class="flex flex-middle"> 2824 <div class="link-title grey90"> 2825 Solo 401(k)s 2826 </div> 2827 2828 </div> 2829 2830 <div class="bt-body50 mt2 2831 grey70"> 2832 <span>Save with a high contribution limit for self-employed individuals.</span> 2833 </div> 2834 2835 </a> 2836 </li> 2837 2838 <li id="menu-item-0fdbea1aaada86291be235e3ddcd1b1a" class="mb16 menu-item menu-item-0fdbea1aaada86291be235e3ddcd1b1a menu-item_depth-2"> 2839 <a href="https://www.betterment.com/work" target="_self" rel="" data-event="401(k) plans for your business" data-track-event="ElementClicked" data-track-name="401(k) plans for your business" data-track-module="TopNav" data-itemindex="1" tabindex="0"> 2840 <div class="flex flex-middle"> 2841 <div class="link-title grey90"> 2842 401(k) plans for your business 2843 </div> 2844 2845 </div> 2846 2847 <div class="bt-body50 mt2 2848 grey70"> 2849 <div aria-setsize="-1" id="message-list_1769012812.012859" data-qa="virtual-list-item" data-item-key="1769012812.012859" tabindex="0" role="listitem"> 2850<div data-qa="message_container" data-qa-unprocessed="false" data-qa-placeholder="false" data-msg-ts="1769012812.012859" data-msg-channel-id="C09V4LK6UD6" role="presentation"> 2851<div data-qa-hover="true" role="document" aria-roledescription="message"> 2852<div data-qa="message_content" role="presentation"> 2853<div data-qa="message-text"> 2854<div data-qa="block-kit-renderer"> 2855<div><span>Scalable retirement solutions for your employees.</span></div> 2856</div> 2857</div> 2858</div> 2859</div> 2860</div> 2861</div> 2862 </div> 2863 2864 </a> 2865 </li> 2866 2867 </ul> 2868 </div> 2869 2870 2871 </div> 2872 2873 2874 2875 <div class="callout-box px20 py32 flex flex-column bg-grey10"> 2876 2877 2878 2879 <img src="https://www.betterment.com/hubfs/Offers/Investing%20Offer%20$2000.png" alt="Investing Offer $2000" class="background-size_cover rounded4 width100"> 2880 2881 2882 2883 2884 <div class="bt-title7 pt12 grey90"> 2885 Start investing with Betterment today and earn up to $2,000! Terms apply. 2886 </div> 2887 2888 2889 2890 <a class="width-fit-content highlight-cta mt4" href="https://www.betterment.com/investing?utm_campaign=tiered_investing_2026" target="_self" rel="" data-event="Claim offer" data-track-event="ElementClicked" data-track-name="Claim offer" data-track-module="TopNav" tabindex="0"> 2891 <span class="button-link-medium">Claim offer</span> 2892 </a> 2893 2894 </div> 2895 2896 2897 </div> 2898 2899 </li> 2900 2901 2902 2903 2904 2905 2906 2907 2908 2909 <li id="menu-item-3-8d5e7e72f12067991186cdf3cb7d5d9d" class="menu-item menu-item_depth-1 menu-item_depth-1-hover "> 2910 2911 <a class="grey90 top-level-link" href="https://www.betterment.com/premium" data-event="Premium" data-track-event="ElementClicked" data-track-name="Premium" data-track-module="TopNav"> 2912 Premium 2913 </a> 2914 2915 2916 2917 2918 2919 </li> 2920 2921 2922 2923 2924 2925 2926 2927 2928 2929 <li id="menu-item-4-9461bed8b71377318436990e57106729" class="menu-item menu-item_depth-1 menu-item_depth-1-hover menu-item-has-children"> 2930 2931 <button type="button" class="grey90 position-relative menu-item-trigger " data-event="Offers" data-track-event="ElementClicked" data-track-name="Offers" data-track-module="TopNav" id="menu-item-4-9461bed8b71377318436990e57106729-trigger" aria-controls="menu-item-4-9461bed8b71377318436990e57106729-control" aria-expanded="false">
2932 <span>Offers</span> 2933 <svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewbox="0 0 20 20"> 2934 <path d="M10.5426 8.71158L6.70924 12.5449L5.83105 11.6667L10.5426 6.9552L15.2541 11.6667L14.3759 12.5449L10.5426 8.71158Z" fill="currentColor" /> 2935 </svg> 2936 </button> 2937 2938 2939 2940 2941 2942 <div class="sub-menu right-0" id="menu-item-4-9461bed8b71377318436990e57106729-control" aria-labelledby="menu-item-4-9461bed8b71377318436990e57106729-trigger"> 2943 <div class="sub-menu-header flex justify-content-between mb24"> 2944 <div><svg class="back-icon-mobile-menu pointer p12 mt4" tabindex="0" xmlns="http://www.w3.org/2000/svg" width="39" height="39" viewbox="0 0 6 10" fill="none"><path d="M4.71152 9.42304L0 4.71152L4.71152 0L5.58971 0.878188L1.75638 4.71152L5.58971 8.54485L4.71152 9.42304Z" fill="#212121" /></svg></div> 2945 <div class="bt-body100 mt10">Offers</div> 2946 <svg class="close-icon-mobile-menu pointer p12" style="margin-right:-0.7rem" width="39" tabindex="0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 16 16" aria-label="Open menu" role="button"><title>Close menu</title><path id="for-close" d="M14.6 0L8 6.6 1.4 0 0 1.4 6.6 8 0 14.6 1.4 16 8 9.4l6.6 6.6 1.4-1.4L9.4 8 16 1.4 14.6 0z"></path></svg> 2947 </div> 2948 2949 <div class="columns"> 2950 2951 2952 2953 <div class="column width100"> 2954 2955 <ul class=""> 2956 2957 <li id="menu-item-7f0b42c9e66e48ca98297ca004542b6b" class="mb16 menu-item menu-item-7f0b42c9e66e48ca98297ca004542b6b menu-item_depth-2"> 2958 <a href="https://www.betterment.com/affiliate-partner-offer" target="_self" rel="" data-event="4.25% APY boost" data-track-event="ElementClicked" data-track-name="4.25% APY boost" data-track-module="TopNav" data-itemindex="0" tabindex="0"> 2959 <div class="flex flex-middle"> 2960 <div class="link-title grey90"> 2961 4.25% APY boost 2962 </div> 2963 2964 </div> 2965 2966 <div class="bt-body50 mt2 2967 grey70"> 2968 <span>Open a Cash Reserve account and make a deposit to get a 0.75% APY boost on up to $1M through 2/15/2027.</span> 2969 </div> 2970 2971 </a> 2972 </li> 2973 2974 <li id="menu-item-296265530d155772b2a8ec933449c086" class="mb16 menu-item menu-item-296265530d155772b2a8ec933449c086 menu-item_depth-2"> 2975 <a href="https://www.betterment.com/investing?utm_campaign=tiered_investing_2026" target="_self" rel="" data-event="Earn up to $2,000" data-track-event="ElementClicked" data-track-name="Earn up to $2,000" data-track-module="TopNav" data-itemindex="1" tabindex="0"> 2976 <div class="flex flex-middle"> 2977 <div class="link-title grey90"> 2978 Earn up to $2,000 2979 </div> 2980 2981 </div> 2982 2983 <div class="bt-body50 mt2 2984 grey70"> 2985 <span>Open any individual investing account and make a deposit to </span>earn up to $2,000 on us. 2986 </div> 2987 2988 </a> 2989 </li> 2990 2991 <li id="menu-item-4a3fd11e8eb2c51746eb4d4799df8d36" class="mb16 menu-item menu-item-4a3fd11e8eb2c51746eb4d4799df8d36 menu-item_depth-2"> 2992 <a href="https://www.betterment.com/rate" target="_self" rel="" data-event="Unlock a discounted mortgage rate" data-track-event="ElementClicked" data-track-name="Unlock a discounted mortgage rate" data-track-module="TopNav" data-itemindex="2" tabindex="0"> 2993 <div class="flex flex-middle"> 2994 <div class="link-title grey90"> 2995 Unlock a discounted mortgage rate 2996 </div> 2997 2998 </div> 2999 3000 <div class="bt-body50 mt2 3001 grey70"> 3002 Get up to 0.75% off through our partnership with Rate.<br><span style="color: #000b50; background-color: #ffffff;"></span> 3003 </div> 3004 3005 </a> 3006 </li> 3007 3008 <li id="menu-item-b297bff8ad6642851fbd2347fc63d764" class="mb16 menu-item menu-item-b297bff8ad6642851fbd2347fc63d764 menu-item_depth-2"> 3009 <a href="https://www.betterment.com/refer-a-friend-offer" target="_self" rel="" data-event="Refer a friend" data-track-event="ElementClicked" data-track-name="Refer a friend" data-track-module="TopNav" data-itemindex="3" tabindex="0"> 3010 <div class="flex flex-middle"> 3011 <div class="link-title grey90"> 3012 Refer a friend 3013 </div> 3014 3015 </div> 3016 3017 <div class="bt-body50 mt2 3018 grey70"> 3019 Invite a friend and you both earn a $150 investing bonus, and a boosted rate of 4.25% variable APY boost! Terms apply. 3020 </div> 3021 3022 </a> 3023 </li> 3024 3025 </ul> 3026 </div> 3027 3028 3029 3030 </div> 3031 3032 3033 3034 <div class="callout-box px20 py32 flex flex-column bg-grey10"> 3035 3036 3037 3038 <img src="https://www.betterment.com/hubfs/Multi-reward%20RAF%20ice%20cream%20photo-2.png" alt="Multi-reward RAF 4.25" class="background-size_cover rounded4 width100"> 3039 3040 3041 3042 3043 <div class="bt-title7 pt12 grey90"> 3044 Double dip on rewards when you refer a friend! 3045 </div> 3046 3047 3048 3049 <a class="width-fit-content highlight-cta mt4" href="https://www.betterment.com/refer-a-friend-offer" target="_self" rel="" data-event="Learn more" data-track-event="ElementClicked" data-track-name="Learn more" data-track-module="TopNav" tabindex="0">
3050 <span class="button-link-medium">Learn more</span> 3051 </a> 3052 3053 </div> 3054 3055 3056 </div> 3057 3058 </li> 3059 3060 3061 3062 3063 3064 3065 3066 3067 3068 <li id="menu-item-5-ddcf50c29294d4414f3f7c1bbc892cb5" class="menu-item menu-item_depth-1 menu-item_depth-1-hover menu-item-has-children"> 3069 3070 <button type="button" class="grey90 position-relative menu-item-trigger " data-event="Resources" data-track-event="ElementClicked" data-track-name="Resources" data-track-module="TopNav" id="menu-item-5-ddcf50c29294d4414f3f7c1bbc892cb5-trigger" aria-controls="menu-item-5-ddcf50c29294d4414f3f7c1bbc892cb5-control" aria-expanded="false"> 3071 <span>Resources</span> 3072 <svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewbox="0 0 20 20"> 3073 <path d="M10.5426 8.71158L6.70924 12.5449L5.83105 11.6667L10.5426 6.9552L15.2541 11.6667L14.3759 12.5449L10.5426 8.71158Z" fill="currentColor" /> 3074 </svg> 3075 </button> 3076 3077 3078 3079 3080 3081 <div class="sub-menu 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3360 3361 3362 3363 3364 3365 3366 3367 3368 3369 3370 3371 3372 3373 3374 3375 3376 3377 3378 3379 3380 3381 3382 3383 3384 3385 3386 3387 3388 3389 3390 3391 3392 3393 3394 3395 3396 3397 3398 3399 3400 3401 3402 3403 3404 3405 3406 3407 3408 3409 3410 3411 3412 3413 3414 3415 3416 3417 3418 3419 3420 3421 3422 3423 3424 3425 3426 3427 3428 3429 3430 3431 3432 3433 3434 3435 3436 3437 3438 3439 3440 3441 3442 3443 3444 3445 3446 3447 3448 3449 3450 3451 3452 3453 3454 3455 3456 3457 3458 3459 3460 3461 3462 3463 3464 3465 3466 3467 3468 3469 3470 3471 3472 3473 3474 3475 3476 3477 3478 3479 3480 3481 3482 3483 3484 3485 3486 3487 3488 3489 3490 3491 3492 3493 3494 3495 3496 3497 3498 3499 3500 3501 3502 3503 3504 3505 3506 3507 3508 3509 3510 3511 3512 3513 3514 3515 3516 3517 3518 3519 3520 3521 3522 3523 3524 3525 3526 3527 3528 3529 3530 3531 3532 3533 3534 3535 3536 3537 3538 3539 3540 3541 3542 3543 3544 3545 3546 3547 3548 3549 3550 3551 3552 3553 3554 3555 3556</div> 3557 </div> 3558 </div> 3559</div> 3560 3561 3562 3563 3564 3565 3566<main id="main-content" class="body-container-wrapper help-center-listing "> 3567 3568 3569 3570 3571 3572 3573 <div class="tags-template"> 3574 3575 3576 3577 3578 3579 3580 3581 3582 3583 3584 3585 3586 3587 3588 3589 3590 3591 3592 3593 3594 3595 3596 3597 3598 3599 3600 3601 3602 3603 3604 3605 3606 3607 3608 3609 3610 3611 3612 3613 3614 3615 3616 3617 3618 3619 3620 3621 3622 3623 3624 3625 3626 3627 3628 3629 3630 3631 3632 3633 3634 3635 3636 3637 3638 3639 3640 3641 3642 3643 3644 3645 3646 3647 3648 3649 3650 3651 3652 3653 3654 3655 3656 3657 3658 3659 3660 3661 3662 3663 3664 3665 3666 3667 3668 3669 3670 3671 3672 3673 3674 3675 3676 3677 3678 3679 3680 3681 3682 3683 3684 3685 3686 <div id="hs_cos_wrapper_module_1633457593" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> 3687 3688 3689<section class="bt-section hero-spacer help-center-list-hero bg-grey10"> 3690 <div class="bt-container"> 3691 <div class="content-area"> 3692 3693 3694 <nav aria-label="Breadcrumb" class="breadcrumb"> 3695 <ol class="flex-wrap"> 3696 <li> 3697 <a href="https://www.betterment.com/help">Help Center</a> 3698 </li> 3699 </ol> 3700 </nav> 3701 <h1>Connecting accounts </h1> 3702 <p>Connect external accounts to see your money in one financial dashboard</p> 3703 3704 </div> 3705 </div> 3706</section></div> 3707 3708 3709 3710 3711 3712 3713 3714 3715 3716 3717 3718 3719 3720 3721 3722 3723 3724 3725 3726 3727 <section class="bt-section tag-results"> 3728 <div class="bt-container"> 3729 <div class="flex-wrap"> 3730 3731 <aside class="flex-item cols col-1 sticky-sidebar toc-wrap" id="main-aside"> 3732 <div class="sticky"> 3733 3734 <header class="flex-wrap flex-middle flex-spaceBetween sticky-header"> 3735 <p class="headline"> 3736 <span class="item-eyebrow bt-eyebrow display-block bt-small-caps ">Table of content</span> 3737 </p> 3738 <button class="toggle-aside" id="open-aside" aria-label="open jump to popup"><svg aria-hidden="true" fill="none" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 24 24"> 3739<path fill-rule="evenodd" clip-rule="evenodd" d="M21 13H3v-2h18v2ZM21 18H3v-2h18v2ZM21 8H3V6h18v2Z" fill="currentColor" /> 3740</svg></button> 3741 <button class="toggle-aside" id="close-aside" aria-label="close jump to popup"><svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 24 24" aria-hidden="true" aria-label="close icon"> <title>Close Icon</title><path fill-rule="evenodd" d="M17.293 18.7072L5.29297 6.70718L6.70718 5.29297L18.7072 17.293L17.293 18.7072Z" clip-rule="evenodd" fill="currentColor"></path> <path fill-rule="evenodd" d="M5.29297 17.293L17.293 5.29297L18.7072 6.70718L6.70718 18.7072L5.29297 17.293Z" clip-rule="evenodd" fill="currentColor"></path> </svg></button> 3742 </header> 3743 3744 <ul> 3745 3746 <li> 3747 <a href="#getting-started" aria-current="true">Getting started</a> 3748 </li> 3749 3750 </ul> 3751 </div> 3752 </aside> 3753 3754 3755 <div class="flex-item cols col-2"> 3756 3757 <div class="grouper-item item" data-offsettablet="-100" id="getting-started"> 3758 <h2 class="bt-title3">Getting started</h2> 3759 3760 <ul class="accordion-controls" aria-label="Accordion Control Group Buttons"> 3761 3762 3763 <li class="item border-btGrey20"> 3764 <button class="accordion-trigger bt-body1" type="button" aria-controls="content-how-do-i-connect-an-external-account-so-that-i-can-view-my-other-savings-and-retirement-accounts-alongside-my-betterment-accounts" aria-expanded="false">How do I connect an external account so that I can view my other savings and retirement accounts alongside my Betterment accounts? <svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 24 24" aria-hidden="true" aria-label="Caret Down" class="display-block width100"><title>Caret Down Icon</title><path d="M18.3536 9.70709L12 16.0606L5.64648 9.70708L6.70714 8.64642L12 13.9393L17.2929 8.64643L18.3536 9.70709Z" fill="currentColor" /></svg></button> 3765 <div class="accordion-body" aria-hidden="true" id="content-how-do-i-connect-an-external-account-so-that-i-can-view-my-other-savings-and-retirement-accounts-alongside-my-betterment-accounts" hidden> 3766
3767 <span class="bt-body2"> 3768 <p>To instantly connect an external account: Web browser: Log in to your Betterment account. Select âSettingsâ from the lefthand menu. Click on the âExternal accountsâ tab then âLink new accountâ. Choose the institution where your account is located and instantly connect by providing your login credentials. Mobile app: Log into the Betterment app. Tap the three lines in the upper left-hand corner to open the menu. Select âSettingsâ, then âExternal Accountsâ. Tap the â+â to connect a new external ...</p> 3769 <a class="link" href="https://www.betterment.com/help/how-to-connect-accounts" aria-label="Read more about How do I connect an external account so that I can view my other savings and retirement accounts alongside my Betterment accounts?">Read More</a> 3770 </span> 3771 3772 </div> 3773 </li> 3774 3775 3776 <li class="item border-btGrey20"> 3777 <button class="accordion-trigger bt-body1" type="button" aria-controls="content-can-i-delete-or-hide-an-external-account-from-my-betterment-profile" aria-expanded="false">Can I delete or hide an external account from my Betterment profile? <svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 24 24" aria-hidden="true" aria-label="Caret Down" class="display-block width100"><title>Caret Down Icon</title><path d="M18.3536 9.70709L12 16.0606L5.64648 9.70708L6.70714 8.64642L12 13.9393L17.2929 8.64643L18.3536 9.70709Z" fill="currentColor" /></svg></button> 3778 <div class="accordion-body" aria-hidden="true" id="content-can-i-delete-or-hide-an-external-account-from-my-betterment-profile" hidden> 3779 3780 <span class="bt-body2"> 3781 <p>You can remove connected accounts from Betterment, or you can hide a specific account to prevent it from showing up on your Betterment overview or being included in your total net worth. To delete an External account: Web browser: Log in to your Betterment account. Select âSettingsâ from the left-hand menu. Click on the âExternal accountsâ tab. Click âDeleteâ next to the account(s) you wish to remove. Mobile app: Log into the Betterment app. Tap the three lines in the upper left-hand corner to ...</p> 3782 <a class="link" href="https://www.betterment.com/help/delete-connected-account" aria-label="Read more about Can I delete or hide an external account from my Betterment profile?">Read More</a> 3783 </span> 3784 3785 </div> 3786 </li> 3787 3788 3789 <li class="item border-btGrey20"> 3790 <button class="accordion-trigger bt-body1" type="button" aria-controls="content-why-should-i-connect-an-external-account" aria-expanded="false">Why should I connect an external account? <svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 24 24" aria-hidden="true" aria-label="Caret Down" class="display-block width100"><title>Caret Down Icon</title><path d="M18.3536 9.70709L12 16.0606L5.64648 9.70708L6.70714 8.64642L12 13.9393L17.2929 8.64643L18.3536 9.70709Z" fill="currentColor" /></svg></button> 3791 <div class="accordion-body" aria-hidden="true" id="content-why-should-i-connect-an-external-account" hidden> 3792 3793 <span class="bt-body2"> 3794 <p>Connecting your non-Betterment accounts gives you a more complete financial picture in one location and can allow Betterment to give more informed advice. Instantly connecting a financial account creates a secure, read-only connection with your firm through our data partner, Plaid. Most accounts are eligible for instant, electronic connection through Plaid, although not all are available at this time. As an alternative, you can always manually connect any account. When you connect an account to ...</p> 3795 <a class="link" href="https://www.betterment.com/help/why-connect-accounts" aria-label="Read more about Why should I connect an external account?">Read More</a> 3796 </span> 3797 3798 </div> 3799 </li> 3800 3801 3802 <li class="item border-btGrey20"> 3803 <button class="accordion-trigger bt-body1" type="button" aria-controls="content-when-i-connect-a-nonbetterment-account-does-betterment-store-my-username-and-password" aria-expanded="false">When I connect a non-Betterment account, does Betterment store my username and password? <svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 24 24" aria-hidden="true" aria-label="Caret Down" class="display-block width100"><title>Caret Down Icon</title><path d="M18.3536 9.70709L12 16.0606L5.64648 9.70708L6.70714 8.64642L12 13.9393L17.2929 8.64643L18.3536 9.70709Z" fill="currentColor" /></svg></button> 3804 <div class="accordion-body" aria-hidden="true" id="content-when-i-connect-a-nonbetterment-account-does-betterment-store-my-username-and-password" hidden> 3805
3806 <span class="bt-body2"> 3807 <p>No. Betterment does not store your credentials. Our trusted partner for account aggregation protects the credentials using bank-level encryption both when transmitted and when stored.</p> 3808 <a class="link" href="https://www.betterment.com/help/connected-account-credentials" aria-label="Read more about When I connect a non-Betterment account, does Betterment store my username and password?">Read More</a> 3809 </span> 3810 3811 </div> 3812 </li> 3813 3814 </ul> 3815 3816 </div> 3817 3818 3819 <div id="hs_cos_wrapper_social_share_1629497677" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> 3820 3821<div class="social-container"> 3822 3823 3824 <span id="hs_cos_wrapper_social_share_1629497677_my_social_sharing" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_social_sharing" style="" data-hs-cos-general-type="widget" data-hs-cos-type="social_sharing"></span> 3825 3826 <ul class="flex flex-middle social-items"> 3827 3828 <li> 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All screenshots are for illustrative purposes only.</span></p><br> 3936<p><span><strong>Who Provides What Service?</strong></span></p><span>Investment Advice: Advisory services are provided by Betterment LLC, an SEC-registered investment adviser. Betterment LLC's internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. Betterment is not a tax advisor.</span><br><br><span>Brokerage Services & Custody: Brokerage services are provided to clients of Betterment LLC by Betterment Securities, an SEC-registered broker-dealer and member of </span><a href="https://www.finra.org/"><span>FINRA</span></a><span>/</span><a href="https://www.sipc.org/"><span>SIPC</span></a><span>, and Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC.</span><br><br><span>Betterment Checking: Betterment Checking is made available through Betterment Financial LLC. Checking accounts and the Betterment Visa Debit Card provided by and issued by nbkc bank, Member FDIC. </span><a href="https://www.betterment.com/betterment-checking-disclosure"><span><strong>See Betterment Checking Disclosure</strong></span><span><strong>.</strong></span></a><br><br><span>Betterment at Work: 401(k) plan administration services provided by Betterment for Business LLC. Investment advice to plans and plan participants provided by Betterment LLC, an SEC registered investment adviser.</span><br><br><span><strong>No Betterment entity is a bank.</strong></span><br><br> 3937<p><a href="https://www.betterment.com/cash-portfolio"><span>Special Disclosure For Betterment Cash Reserve</span></a></p><span>Betterment Cash Reserve is part of the Cash Sweep Program (âCSPâ) and is offered by Betterment LLC. CSP requires a Betterment Securities brokerage account. Client funds in the CSP are deposited into one or more FDIC-insured banks (â</span><a href="https://www.betterment.com/cash-portfolio"><span>Program Banks</span></a><span>â). Assets in the Cash Reserve Program under the CSP earn variable interest. CSP assets are eligible for FDIC insurance (subject to certain conditions). 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