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We’ve redesigned how your accounts and objectives work collectively, so you’ll be able to set up your cash the best way that makes probably the most sense for you.
What modified—and why?
We’ve at all times believed in goal-based investing. It’s what units Betterment aside. However prior to now, every objective in Betterment was tied to a single account. That labored when wants have been easier. However you requested for extra flexibility to mirror your monetary life, and we’ve delivered.
Now, by separating account information from objective recommendation, we’ve created house for extra customized steerage, clearer navigation, and extra flexibility for you and your cash.
What you’ll see that’s new at this time:
A cleaner design:
A contemporary look that surfaces what issues most—no extra digging by way of tabs.
Get customized recommendation, projections, and subsequent steps, multi functional place.
A streamlined overview of single accounts:See balances, holdings, and efficiency clearly, whereas having the ability to click on by way of on to entry account particulars.
A devoted objective forecaster:Get insights in a single place to see how actions could have an effect on future earnings.
Your Exercise Web page acquired an improve 🔄
Get pleasure from a clearer window into trades, transfers, and transactions.
And we’re simply getting began.
We’re already constructing the subsequent section of options to make your Betterment expertise extra highly effective and versatile.
- A number of accounts in a single objective: Get mixed recommendation throughout completely different account sorts and tax remedies.
- Smarter, goal-specific recommendation: We’ll show you how to optimize each greenback for what you care about most.
- Shared objectives: Quickly, you’ll be capable of co-own a objective with one other Betterment consumer.
- Extra tailor-made investing steerage: Inform us your objective, and we’ll suggest the very best path to get there.
A sooner, extra user-friendly Betterment expertise.
To raised suit your monetary wants, we’ve separated account information from goal-based recommendation to present you extra management and a greater sense of possession over your account. Whether or not you are planning for retirement, constructing an emergency fund, or just rising your wealth by way of automated investing, Betterment is now higher constructed for the way you’ll handle your cash. Smarter instruments, customized recommendation, and goal-based investing—all working collectively for you.
