For our 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 does Betterment cost?
- What is included in the Betterment Digital plan?
- What is your Satisfaction Guarantee?
- What can I expect during my financial consultation?
- 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?
- How do you proactively monitor my account on the Premium plan?
- What am I getting for Betterment's fee?