To transfer your Betterment IRA into your 401(k) or another employer sponsored plan, we’ll need the following:
- An acceptance letter from your new provider.
- A copy of a Betterment account statement, which can be found on the Activity page.
- A signed letter from you authorizing the rollover. This should reference the words, "I authorize the transfer of assets from my Betterment (Traditional or Roth) IRA account into my 401(k)/employer sponsored plan".
The transfer paperwork can be mailed to:
61 W 23rd. St
New York, NY 10010
Betterment will not assess a liquidation or transfer fee for moving your account out.
If you are transferring your IRA into another IRA, or transferring out a taxable account, the requirements are slightly different.