For our Plus and Premium plans, we offer proactive account monitoring for those customers who want additional reassurance everything is going as planned and peace of mind knowing there’s a financial expert who is looking out for them. Our financial experts will review your account periodically throughout the year and send you a personalized email with action items and guidelines on a variety of topics to boost the health of your accounts, including investment guidance, retirement planning, estate planning, tax tips, and more.
Articles in this section
- What is your Satisfaction Guarantee?
- What does this mean for the free time I’ve accrued before the pricing update?
- Before the pricing update, I was planning to reach a balance of $100,000+ soon. If I reach that soon, will my fee be 0.15% or 0.25%?
- My fee was lower before the pricing update. Will I keep my lower rate?
- What is included in the Betterment Digital plan?
- Why are you changing your pricing?
- What can I expect during my financial consultation?
- Can you household accounts for families?
- Where do I find the total fees paid to Betterment?
- Am I still charged the whole fee even if I don't use the product for the whole year?