Betterment supports transfers from outside brokerages using the Automated Customer Account Transfer Service (ACATS). This is also known as an “in-kind transfer”.
Please click here to read more about the ACATS process.
Betterment supports transfers from outside brokerages using the Automated Customer Account Transfer Service (ACATS). This is also known as an “in-kind transfer”.
Please click here to read more about the ACATS process.