There is no minimum balance requirement to schedule a call with Betterment’s matching consultant and receive suggestions for potential advisors. However, certain advisors may have minimum balance requirements to receive certain services.
Articles in this section
- What if another member of my household doesn't want an advisor?
- Will the other members of my household have access to my advisor?
- What happens to my free time if I add an advisor from the Betterment Advisor Network?
- What are the pricing for the Betterment Advisor Network?
- How do you decide on the advisor I'm paired with?
- Who are the advisors in the Betterment Advisor Network? How were they selected?
- Is there a minimum balance requirement to get matched with an advisor through the Advisor Network?