Any accounts opened before Dec. 14, 2017 that use the Betterment Portfolio Strategy, the Betterment SRI portfolio strategy or the GSAM Smart Beta portfolio strategy will be enrolled to auto-adjust, as long as the account meets two criteria:
- The account is funded.
- Your target allocation exactly matches Betterment’s allocation advice.
After Dec. 13, 2017, any newly opened account that meets the above criteria will also be opted into automatically adjusting.
Note: this does not include Safety Net goals or Blackrock Income portfolio strategies as the allocation advice does not change over time.