Goals using Tax-Coordination (also known as a Tax Coordinated Portfolio™) cannot automatically utilize Betterment SRI as the portfolio strategy. If you wish to update an existing Tax Coordinated goal to SRI, please contact firstname.lastname@example.org.
If you are in this situation, you can still open a new goal using Betterment SRI, but that new goal cannot utilize Tax Coordination.
Other reasons you may not see the option to change a goal portfolio strategy to Betterment SRI include:
- You have state-specific muni bonds. Contact us at email@example.com for assistance.
- You are affiliated with a broker-dealer. We do not support SRI for affiliated individuals but we hope to in the future. In the meantime, We apologize for any inconvenience.