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60<script type="application/ld+json"> 61 { 62 "@context": "https://schema.org", 63 "@type": "FAQPage", 64 "mainEntity": [{ 65 "@type": "Question", 66 "name": "How do I connect an external account so that I can view my other savings and retirement accounts alongside my Betterment accounts?", 67 "acceptedAnswer": { 68 "@type": "Answer", 69 "text": "To instantly connect an external account: Web browser: Log in to your Betterment account. Select âSettingsâ from the lefthand menu. Click on the âExternal accountsâ tab then âLink new accountâ. Choose the institution where your account is located and instantly connect by providing your login credentials. Mobile app: Log into the Betterment app. Tap the three lines in the upper left-hand corner to open the menu. Select âSettingsâ, then âExternal Accountsâ. Tap the â+â to connect a new external ..." 70 } 71 },{ 72 "@type": "Question", 73 "name": "Can I delete or hide an external account from my Betterment profile?", 74 "acceptedAnswer": { 75 "@type": "Answer", 76 "text": "You can remove connected accounts from Betterment, or you can hide a specific account to prevent it from showing up on your Betterment overview or being included in your total net worth. To delete an External account: Web browser: Log in to your Betterment account. Select âSettingsâ from the left-hand menu. Click on the âExternal accountsâ tab. Click âDeleteâ next to the account(s) you wish to remove. Mobile app: Log into the Betterment app. Tap the three lines in the upper left-hand corner to ..." 77 } 78 },{ 79 "@type": "Question", 80 "name": "When I connect a non-Betterment account, does Betterment store my username and password?", 81 "acceptedAnswer": { 82 "@type": "Answer", 83 "text": "No. Betterment does not store your credentials. Our trusted partner for account aggregation protects the credentials using bank-level encryption both when transmitted and when stored." 84 } 85 }] 86 } 87</script>
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It was considered amongst 20 robo advisors based on criteria including their fees, investment strategies and investor services, including financial planning, tax-loss harvesting and availability of a premium service. Betterment compensates WSJ Buy Side for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.wsj.com/buyside/personal-finance/investing/best-robo-advisors\">https://www.wsj.com/buyside/personal-finance/investing/best-robo-advisors</a> " 233 }; 234 235 window.awardsByRef["46"] = { 236 primary: "Nerdwallet on 12/18/25 for Aug-Oct '25.", 237 secondary: "<p><span>Nerdwallet awarded Betterment LLC a 5-star rating. ©2017-2026 and TM, NerdWallet, Inc. All Rights Reserved. It was considered amongst 15 robo advisors based on 16 factors, including account fees and minimums, portfolio mix, accounts supported, customer support, tax strategy, and human advisor options. Betterment compensates Nerdwallet for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.nerdwallet.com/investing/reviews/betterment\">https://www.nerdwallet.com/investing/reviews/betterment</a></span></u></span></p>" 238 }; 239 240 window.awardsByRef["48"] = { 241 primary: "<span>Nerdwallet on 3/28/25 for Aug-Oct '24. See more.</span>", 242 secondary: "Nerdwallet recognized Betterment LLC as one of the Best Robo-Advisors 2025. ©2017-2025 and TM, NerdWallet, Inc. All Rights Reserved. It was considered amongst 15 robo advisors based on 16 factors, including account fees and minimums, portfolio mix, accounts supported, customer support, automated services, and human advisor options. Betterment compensates Nerdwallet for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.nerdwallet.com/best/investing/robo-advisors\">https://www.nerdwallet.com/best/investing/robo-advisors</a>" 243 }; 244 245 window.awardsByRef["49"] = { 246 primary: "Nerdwallet on 3/28/25 for Aug-Oct '24.", 247 secondary: "Nerdwallet recognized Betterment LLC as the Best for New IRA Investors 2025. ©2017-2025 and TM, NerdWallet, Inc. All Rights Reserved. It was considered amongst 29 competitors based on 20 factors, including account fees and minimums, customer support, and portfolio mix. Betterment compensates Nerdwallet for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.nerdwallet.com/best/investing/ira-accounts\">https://www.nerdwallet.com/best/investing/ira-accounts</a>" 248 }; 249 250 window.awardsByRef["50"] = { 251 primary: "Motley Fool Money on 11/20/24 for Nov '24. Fee paid for logo use.", 252 secondary: "Motley Fool Money recognized Betterment LLC as the Best Robo Advisor for IRAs 2025. It was considered amongst an unknown number of competitors based on criteria including assets and portfolio options, account variety, features like tax loss harvesting, research, and customer service, and trading platform and mobile app ratings. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.fool.com/money/awards/2025/stock-broker-robo-advisor/\">https://www.fool.com/money/awards/2025/stock-broker-robo-advisor/</a> " 253 }; 254 255 window.awardsByRef["51"] = { 256 primary: "Bankrate on 1/6/25 for Jan '25. Fee paid for logo use.", 257 secondary: "Bankrate recognized Betterment at Work as one of the Best 401(k) Plans of 2025. It was considered amongst an unknown number of competitors based on cost, types of available plans, customer support, investment funds, and education & advice. Betterment compensates Bankrate for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.bankrate.com/retirement/best-401k-plans/\">https://www.bankrate.com/retirement/best-401k-plans/</a> " 258 }; 259 260 window.awardsByRef["52"] = { 261 primary: "G2 on 3/13/25 for Mar '25 for 401(k) category. Some reviewers compensated.", 262 secondary: "G2 recognized Betterment at Work as a Grid Leader for the 401(k) category for Spring 2025. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment at Work. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.g2.com/categories/401-k\">https://www.g2.com/categories/401-k</a> " 263 }; 264 265 window.awardsByRef["53"] = { 266 primary: "G2 on 3/13/25 for Mar '25 for Investment Portfolio Management category. Some reviewers compensated.", 267 secondary: "G2 recognized Betterment at Work as the Easiest to Use for the Investment Portfolio Management category for Spring 2025. Betterment at Work had the highest Ease of Use rating amongst 273 competitors in this category based on responses to Usability Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.g2.com/categories/investment-portfolio-management\">https://www.g2.com/categories/investment-portfolio-management</a> " 268 }; 269 270 window.awardsByRef["54"] = { 271 primary: "G2 on 3/13/25 for Mar '25 for Investment Portfolio Management category. Some reviewers compensated.", 272 secondary: "G2 recognized Betterment at Work as the Easiest Admin for the Investment Portfolio Management category for Spring 2025. Betterment at Work had the highest Ease of Admin rating amongst 273 competitors in this category based on responses to Usability Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.g2.com/categories/investment-portfolio-management\">https://www.g2.com/categories/investment-portfolio-management</a> " 273 }; 274 275 window.awardsByRef["55"] = { 276 primary: "G2 on 3/13/25 for Mar '25 for Investment Portfolio Management category. Some reviewers compensated.", 277 secondary: "G2 recognized Betterment at Work as the Highest User Adoption for the Investment Portfolio Management category for Spring 2025. Betterment at Work had the highest User Adoption rating amongst 273 competitors in this category based on responses to Implementation Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.g2.com/categories/investment-portfolio-management\">https://www.g2.com/categories/investment-portfolio-management</a> " 278 }; 279 280 window.awardsByRef["56"] = { 281 primary: "Investopedia on 5/13/25 for Apr '25.", 282 secondary: "Investopedia recognized Betterment LLC as the Best Robo-Advisor for Tax-Loss Harvesting 2025. It was considered amongst an unknown number of competitors based on 60 weighted criteria and nine major categories, including goal planning, portfolio contents, portfolio management, and fees. Betterment compensates Investopedia for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.investopedia.com/the-best-robo-advisors-8764849\">https://www.investopedia.com/the-best-robo-advisors-8764849</a> " 283 }; 284 285 window.awardsByRef["57"] = { 286 primary: "Investopedia on 5/13/25 for Apr '25.", 287 secondary: "Investopedia recognized Betterment LLC as the Best Robo-Advisor for Cash Management 2025. It was considered amongst an unknown number of competitors based on 60 weighted criteria and nine major categories, including goal planning, portfolio contents, portfolio management, and fees. Betterment compensates Investopedia for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.investopedia.com/the-best-robo-advisors-8764849\">https://www.investopedia.com/the-best-robo-advisors-8764849</a> " 288 }; 289 290 window.awardsByRef["58"] = { 291 primary: "Investopedia on 5/13/25 for Apr '25.", 292 secondary: "Investopedia recognized Betterment LLC as the Best Robo-Advisor for Beginners 2025. It was considered amongst an unknown number of competitors based on 60 weighted criteria and nine major categories, including goal planning, portfolio contents, portfolio management, and fees. Betterment compensates Investopedia for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.investopedia.com/the-best-robo-advisors-8764849\">https://www.investopedia.com/the-best-robo-advisors-8764849</a> " 293 }; 294 295 window.awardsByRef["59"] = { 296 primary: "Weighted avg. app store rating as of 9/3/25 (reviews since: 9/10/10 Apple, 10/30/13 Google).", 297 secondary: "The rating displayed on the website reflects the weighted average of reviews across the App Store and Google Play. The App Store rating is calculated and generated by Apple based on the average of all total app reviews. The Google Play rating is calculated and generated by Google based on most recent reviews. The number of reviews is the combined total. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. Betterment compensates Apple, Inc. for distributing the Betterment app only. For more information, see the App Store and Google Play." 298 }; 299 300 window.awardsByRef["60"] = { 301 primary: "<span>G2 on 9/23/25 for reviews since 11/10/20. Some reviewers compensated. <span style=\"text-decoration: underline;\"><a href=\"https://www.betterment.com/award-disclosures\" rel=\"noopener\">See more</a>.</span></span>", 302 secondary: "G2 awarded Betterment at Work a 4.2-star rating. Source: G2.com, Inc. The rating is calculated and generated by G2 based on the average of all platform reviews. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: G2" 303 }; 304 305 window.awardsByRef["1"] = { 306 primary: "<a href=\"https://www.betterment.com/award-disclosures\" rel=\"noopener\" target=\"_blank\">See more.</a>", 307 secondary: "" 308 }; 309 310 window.awardsByRef["37"] = { 311 primary: "<span data-sheets-root=\"1\">Business Insider on 2/29/24 for 2024.</span>", 312 secondary: "<span data-sheets-root=\"1\">Business Insider recognized Betterment LLC as the Best Overall Robo-Advisor for 2024. It was considered amongst nearly two dozen competitors based on human advisor access, portfolio types, fees, and customer service. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.businessinsider.com/personal-finance/best-robo-advisors\" rel=\"noopener\">https://www.businessinsider.com/personal-finance/best-robo-advisors</a></span>" 313 }; 314
315 window.awardsByRef["61"] = { 316 primary: "<span data-sheets-root=\"1\">The Wealthies on 6/2/25 for Aug '23-Feb '25.</span>", 317 secondary: "<span data-sheets-root=\"1\">The Wealthies recognized Betterment Advisor Solutions's Digital Solo 401(k)s as a finalist in the Retirement Income Technology Providers category 2025. It was considered amongst 1,209 total entries across 97 categories and subcategories, and was based on the submissionâs innovation, scope and impact. Betterment compensates WealthManagement.com for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.wealthmanagement.com/wealth-management-industry-awards/wealthmanagement-com-announces-2025-wealthies-finalists\" rel=\"noopener\">https://informaconnect.com/wealth-management-industry-awards/finalists/</a></span>" 318 }; 319 320 window.awardsByRef["62"] = { 321 primary: "<p><span>BBB on 6/23/25 for data since 6/9/15. Fee paid for application and accreditation dues. See more. <a href=\"https://www.bbb.org/us/ny/new-york/profile/investment-management/betterment-0121-155503\" rel=\"noopener\"><span style=\"color: #000000;\">Click for Review. </span></a></span></p>", 322 secondary: "<p><span>BBB awarded Betterment an A- rating. It represents BBB's opinion of how the business is likely to interact with its customers based on criteria including customer complaints, transparency, and responsiveness. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: https://www.bbb.org/us/ny/new-york/profile/investment-management/betterment-0121-155503</span></p>" 323 }; 324 325 window.awardsByRef["63"] = { 326 primary: "<span data-sheets-root=\"1\">G2 on 6/4/25 for June '25 for Investment Portfolio Management category. Some reviewers compensated.</span>", 327 secondary: "<span data-sheets-root=\"1\">G2 recognized Betterment Advisor Solutions as a Grid Leader for the Investment Portfolio Management category for Summer 2025. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment Advisor Solutions. Betterment compensates some reviewers up to $25 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.g2.com/categories/investment-portfolio-management\">https://www.g2.com/categories/investment-portfolio-management</a> </span>" 328 }; 329 330 window.awardsByRef["64"] = { 331 primary: "Weighted avg. app store rating as of 1/2/26 (reviews since: 9/10/10 Apple, 10/30/13 Google).", 332 secondary: "<span data-sheets-root=\"1\">The rating displayed on the website reflects the weighted average of reviews across the App Store and Google Play. The App Store rating is calculated and generated by Apple based on the average of all total app reviews. The Google Play rating is calculated and generated by Google based on most recent reviews. The number of reviews is the combined total. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. Betterment compensates Apple, Inc. for distributing the Betterment app only. For more information, see the <a target=\"_blank\" href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> and <a target=\"_blank\" href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a>.</span>" 333 }; 334 335 window.awardsByRef["66"] = { 336 primary: "G2 on 9/29/25 for reviews since 11/1/20. Some reviewers compensated. <span data-sheets-root=\"1\"></span>", 337 secondary: "<span data-sheets-root=\"1\">G2 recognized Betterment at Work as 1st in the 401(k) category. It was considered amongst 23 competitors and ranked based on G2 ratings derived from user reviews and aggregated data. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Ranking may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.g2.com/categories/401-k\" rel=\"noopener\">https://www.g2.com/categories/401-k.</a></span>" 338 }; 339 340 window.awardsByRef["65"] = { 341 primary: "G2 on 9/23/25 for reviews since 11/10/20. Some reviewers compensated. <span data-sheets-root=\"1\"> </span>", 342 secondary: "<span data-sheets-root=\"1\">G2 awarded Betterment at Work a 4.3-star rating. Source: G2.com, Inc. The rating is calculated and generated by G2 based on user reviews and aggregated data. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a></span>" 343 }; 344 345 window.awardsByRef["67"] = { 346 primary: "<span data-sheets-root=\"1\">G2 on 9/9/25 for June-Sept '25 for Investment Portfolio Management category. Some reviewers compensated.</span>", 347 secondary: "<span data-sheets-root=\"1\">G2 recognized Betterment at Work as the Easiest to Use for the Investment Portfolio Management category for Fall 2025. Betterment at Work had the highest Ease of Use rating amongst 284 competitors in this category based on responses to Usability Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.g2.com/categories/investment-portfolio-management\" rel=\"noopener\">https://www.g2.com/categories/investment-portfolio-management</a></span>" 348 }; 349 350 window.awardsByRef["68"] = { 351 primary: "<span data-sheets-root=\"1\">G2 on 9/9/25 for June-Sept '25 for Financial Wellness category. Some reviewers compensated.</span>", 352 secondary: "<span data-sheets-root=\"1\">G2 recognized Betterment at Work as having Highest User Adoption for the Financial Wellness category for Fall 2025. Betterment at Work had the highest User Adoption rating amongst 75 competitors in this category based on responses to Implementation Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.g2.com/categories/financial-wellness\" rel=\"noopener\">https://www.g2.com/categories/financial-wellness</a> </span>" 353 }; 354 355 window.awardsByRef["69"] = { 356 primary: "<span data-sheets-root=\"1\">G2 on 9/9/25 for June-Sept '25 for 401(k) category. Some reviewers compensated.</span>", 357 secondary: "<span data-sheets-root=\"1\">G2 recognized Betterment at Work as a Grid Leader for the 401(k) category for Fall 2025. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment at Work. It was considered amongst 23 competitors. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.g2.com/categories/401-k\" rel=\"noopener\">https://www.g2.com/categories/401-k</a></span>" 358 }; 359 360 window.awardsByRef["70"] = { 361 primary: "G2 on 9/29/25 for reviews since 11/1/20. Some reviewers compensated. <span data-sheets-root=\"1\"></span>", 362 secondary: "<span data-sheets-root=\"1\">G2 recognized Betterment at Work as #1 in 401(k) software for the mid-market segment. It was considered amongst 5 competitors and ranked based on G2 Satisfaction scores, which are based on review response data, significance, and relevance. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Ranking may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.g2.com/categories/401-k\" rel=\"noopener\">https://www.g2.com/categories/401-k?tab=highest_rated&utf8=%E2%9C%93&segment=mid-market&region=</a></span>" 363 }; 364 365 window.awardsByRef["71"] = { 366 primary: "<span data-sheets-root=\"1\">G2 on 9/9/25 for June-Sept '25 for Investment Portfolio Management category. Some reviewers compensated.</span>", 367 secondary: "<span data-sheets-root=\"1\">G2 recognized Betterment Advisor Solutions as a Grid Leader for the Investment Portfolio Management category for Fall 2025. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment Advisor Solutions. It was considered amongst 285 competitors. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.g2.com/categories/401-k\" rel=\"noopener\">https://www.g2.com/categories/investment-portfolio-management</a></span>" 368 }; 369 370 window.awardsByRef["72"] = { 371 primary: "<span data-sheets-root=\"1\">G2 on 9/9/25 for June-Sept '25 for reviews since 2/18/25. Some reviewers compensated.</span>", 372 secondary: "<span data-sheets-root=\"1\">G2 recognized Betterment Advisor Solutions with a Users Love Us milestone badge. G2 generates this badge when a product collects 20 reviews with an average rating of 4.0 stars. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">https://www.g2.com/products/betterment-advisor-solutions/reviews</a> </span>" 373 }; 374 375 window.awardsByRef["73"] = { 376 primary: "<span data-sheets-root=\"1\">Buy Side on 9/16/25 for Sept '25 for Premium. Fee paid for logo use.</span>", 377 secondary: "<span data-sheets-root=\"1\">Buy Side recognized Betterment Premium as one of the Best Wealth Management Firms 2025. It was considered amongst an unknown number of competitors based on criteria including advisor credentials, portfolio construction, fees, customer support, available services, and account minimums. Betterment compensates WSJ Buy Side for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.wsj.com/buyside/personal-finance/financial-a
377dvisors/best-wealth-management-firms\" rel=\"noopener\">https://www.wsj.com/buyside/personal-finance/financial-advisors/best-wealth-management-firms</a> </span>" 378 }; 379 380 window.awardsByRef["74"] = { 381 primary: "<span data-sheets-root=\"1\">G2 on 12/12/25 for Sept-Dec '25 for 401(k) category. Some reviewers compensated.</span>", 382 secondary: "<span data-sheets-root=\"1\">G2 recognized Betterment at Work as a Grid Leader for the 401(k) category for Winter 2025. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment at Work. It was considered amongst 23 competitors. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a target=\"_blank\" href=\"https://www.g2.com/categories/401-k\" rel=\"noopener\">https://www.g2.com/categories/401-k</a></span>" 383 }; 384 385 window.awardsByRef["75"] = { 386 primary: "<span>G2 on 2/18/26 for Jan-Dec '25. Some reviewers compensated.</span>", 387 secondary: "<span>G2 recognized Betterment at Work as one of the Best HR Software Products 2026. It was considered amongst 574 competitors based on weighted Satisfaction and Market Presence scores derived from reviews in this category and ranked in the top 50. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/best-software-companies/top-hr\">https://www.g2.com/best-software-companies/top-hr</a></span></u> </span>" 388 }; 389 390 window.awardsByRef["76"] = { 391 primary: "<span>G2 on 2/18/26 for Jan-Dec '25. Some reviewers compensated.</span>", 392 secondary: "<span>G2 recognized Betterment at Work as one of the Best Financial Services Software Products 2026. It was considered amongst 33 competitors based on weighted Satisfaction and Market Presence scores derived from reviews in this category and ranked in the top 25. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/best-software-companies/top-financial-services\">https://www.g2.com/best-software-companies/top-financial-services</a></span></u> </span>" 393 }; 394 395 window.awardsByRef["77"] = { 396 primary: "<span>FinTech Breakthrough on 3/19/26 for Jan '26. Fee paid for logo use. </span>", 397 secondary: "<span>FinTech Breakthrough awarded Betterment the 2026 Wealth Management Innovation Award. It was considered amongst an unknown number of applicants based on criteria including innovation, performance, ease of use, functionality, impact, and value. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: https://fintechbreakthrough.com/2026-winners/ </span>" 398 }; 399 400 window.awardsByRef["78"] = { 401 primary: "<p><span>G2 on 3/17/26 for Jan-Feb '26 for 401(k) category. Some reviewers compensated.</span><span></span></p>", 402 secondary: "<span>G2 recognized Betterment at Work as a Grid Leader for the 401(k) category for Spring 2026. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment at Work. It was considered amongst 24 competitors. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: https://www.g2.com/categories/401-k</span>" 403 }; 404 405 window.awardsByRef["79"] = { 406 primary: "<span>G2 on 3/17/26 for Jan-Feb '26 for Financial Wellness category. Some reviewers compensated.</span>", 407 secondary: "<span>G2 recognized Betterment at Work as a Grid Leader for the Small Business segment of the Financial Wellness category for Spring 2026. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment at Work. It was considered amongst 8 competitors. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: https://www.g2.com/categories/financial-wellness/small-business </span>" 408 }; 409 410 window.awardsByRef["80"] = { 411 primary: "<span>G2 on 3/17/26 for Jan-Feb '26 for Financial Wellness category. Some reviewers compensated.</span>", 412 secondary: "<span>G2 recognized Betterment at Work as a Grid Leader for the Mid-Market segment of the Financial Wellness category for Spring 2026. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment at Work. It was considered amongst 16 competitors. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: https://www.g2.com/categories/financial-wellness/mid-market </span>" 413 }; 414 415 window.awardsByRef["81"] = { 416 primary: "<span>G2 on 3/17/26 for Jan-Feb '26 for Investment Portfolio Management category. Some reviewers compensated.</span>", 417 secondary: "<span>G2 recognized Betterment at Work as the Easiest to Use for the Investment Portfolio Management category for Spring 2026. Betterment at Work had the highest Ease of Use rating amongst 310 competitors in this category based on responses to Usability Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: https://www.g2.com/categories/investment-portfolio-management</span>" 418 }; 419 420 window.awardsByRef["82"] = { 421 primary: "<span>G2 on 3/17/26 for Jan-Feb '26 for Financial Wellness category. Some reviewers compensated.</span>", 422 secondary: "<span>G2 recognized Betterment at Work as having Highest User Adoption for the Financial Wellness category for Spring 2026. Betterment at Work had the highest User Adoption rating amongst 83 competitors in this category based on responses to Implementation Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: https://www.g2.com/categories/financial-wellness </span>" 423 }; 424 425 window.awardsByRef["83"] = { 426 primary: "<span>G2 on 3/17/26 for Jan-Feb '26 for Financial Wellness category. Some reviewers compensated.</span>", 427 secondary: "<span>G2 recognized Betterment at Work as Most Implementable for the Financial Wellness category for Spring 2026. Betterment at Work had the highest Implementation rating amongst 83 competitors in this category based on responses to Implementation Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: https://www.g2.com/categories/financial-wellness </span>" 428 }; 429 430 window.awardsByRef["84"] = { 431 primary: "<span>G2 on 3/17/26 for Jan-Feb '26 for Financial Wellness category. Some reviewers compensated.</span>", 432 secondary: "<span>G2 recognized Betterment at Work as having Best Results for the Financial Wellness category for Spring 2026. Betterment at Work had the highest Results rating amongst 83 competitors in this category based on responses to Results Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: https://www.g2.com/categories/financial-wellness </span>" 433 }; 434 435 window.awardsByRef["85"] = { 436 primary: "<span>G2 on 3/17/26 for Jan-Feb '26 for Investment Portfolio Management category. Some reviewers compensated.</span>", 437 secondary: "<span>G2 recognized Betterment Advisor Solutions as Most Implementable for the Investment Portfolio Management category for Spring 2026. Betterment Advisor Solutions had the highest Implementation rating amongst 311 competitors in this category based on responses to Implementation Index questions on the G2 review form. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/categories/investment-portfolio-management\">https://www.g2.com/categories/investment-portfolio-management</a></span></u> </span>" 438 }; 439 440 window.awardsByRef["86"] = { 441 primary: "<span>G2 on 3/17/26 for Jan-Feb '26 for Investment Portfolio Management category. Some reviewers compensated.</span>", 442 secondary: "<span>G2 recognized Betterment Advisor Solutions as a Grid Leader for the Small Business segment of the Investment Portfolio Management category for Spring 2026. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment Advisor Solutions. It was considered amongst 14 competitors that had at least 10 reviews/ratings. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/categories/investment-portfolio-management/small-business\">https://www.g2.com/categories/investment-portfolio-management/small-business</a></span></u></span>" 443 }; 444 445 window.awardsByRef["87"] = { 446 primary: "<span>G2 on 3/17/26 for Jan-Feb '26 for Investment Portfolio Management category. Some reviewers compensated.</span>", 447 secondary: "<span>G2 recognized Betterment Advisor Solutions as a Grid Leader for the Investment Portfolio Management category for Spring 2026. G2 generates a Leader badge when a product is recognized as a top performer in a G2 Market Report based on criteria including Satisfaction and Market Presence scores within G2 user reviews of Betterment Advisor Solutions. It was considered amongst 21 competitors that had at least 10 reviews/ratings. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/categories/investment-portfolio-management\">https://www.g2.com/categories/investment-portfolio-management</a></span></u> </span>" 448 }; 449 450 window.awardsByRef["88"] = { 451 primary: "Investopedia on 6/24/26 for Apr '25.", 452 secondary: "Investopedia recognized Betterment LLC as the Best Robo-Advisor for Cash Management 2026. It was considered amongst an unknown number of competitors based on 60 weighted criteria and nine major categories, including goal planning, portfolio contents, portfolio management, and fees. Betterment compensates Investopedia for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.investopedia.com/the-best-robo-advisors-8764849\" rel=\"noopener\">https://www.investopedia.com/the-best-robo-advisors-8764849</a>" 453 }; 454 455 window.awardsByRef["89"] = { 456 primary: "Investopedia on 6/24/26 for Apr '25.", 457 secondary: "Investopedia recognized Betterment LLC as the Best Robo-Advisor for Beginners 2026. It was considered amongst an unknown number of competitors based on 60 weighted criteria and nine major categories, including goal planning, portfolio contents, portfolio management, and fees. Betterment compensates Investopedia for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.investopedia.com/the-best-robo-advisors-8764849\" rel=\"noopener\">https://www.investopedia.com/the-best-robo-advisors-8764849</a> " 458 }; 459 460 window.awardsByRef["90"] = { 461 primary: "Investopedia on 6/24/26 for Apr '25.", 462 secondary: "Investopedia recognized Betterment LLC as the Best Robo-Advisor for Tax-Loss Harvesting 2026. It was considered amongst an unknown number of competitors based on 60 weighted criteria and nine major categories, including goal planning, portfolio contents, portfolio management, and fees. Betterment compensates Investopedia for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.investopedia.com/the-best-robo-advisors-8764849\" rel=\"noopener\">https://www.investopedia.com/the-best-robo-advisors-8764849</a> " 463 }; 464 465 window.awardsByRef["91"] = { 466 primary: "Wealth Management Industry Awards on 6/3/26 for Aug '24-Feb '26.",
467 secondary: "The Wealth Management Industry Awards recognized Betterment Advisor Solutions as a 2026 finalist for Convergence - Wealth and Retirement Integration in the Retirement Plan Support and Advisor Services category. It was considered amongst 1,392 total entries across 28 categories. Criteria included both quantitative measures, such as specific feature set, usage, scope, & scale, along with qualitative measures such as innovation, creativity, & new methods of deployment. Betterment compensates WealthManagement.com for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://informaconnect.com/wealth-management-industry-awards/the-finalists/\" rel=\"noopener\">https://informaconnect.com/wealth-management-industry-awards/the-finalists/</a> " 468 }; 469 470 window.awardsByRef["92"] = { 471 primary: "Wealth Management Industry Awards on 6/3/26 for Aug '24-Feb '26 for Technology Providers category.", 472 secondary: "The Wealth Management Industry Awards recognized Betterment Advisor Solutions as a 2026 finalist for Thought Leadership in the Technology Providers category. It was considered amongst 1,392 total entries across 28 categories. Criteria included both quantitative measures, such as specific feature set, usage, scope, & scale, along with qualitative measures such as innovation, creativity, & new methods of deployment. Betterment compensates WealthManagement.com for unrelated marketing. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://informaconnect.com/wealth-management-industry-awards/the-finalists/ \" rel=\"noopener\">https://informaconnect.com/wealth-management-industry-awards/the-finalists/ </a>" 473 }; 474 475 window.awardsByRef["AC-358"] = { 476 primary: "<span>CNBC on 7/22/26 for Mar '24-Apr '26.</span>", 477 secondary: "<p><span>CNBC recognized Betterment as one of the World's Top FinTech Companies 2026 in the Wealth Technology segment. It was considered amongst 3,500 total competitors based on an aggregated scoring model rating of each company based on the analysis and weighting of overarching and segment-specific KPIs. The rating system was established by Statista. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.cnbc.com/worlds-top-fintech-companies-2026/\">https://www.cnbc.com/worlds-top-fintech-companies-2026/</a></span></u></span></p>" 478 }; 479 480 window.awardsByRef["AC-372"] = { 481 primary: "G2 on 8/25/26 for July '26 for Financial Wellness category. Some reviewers compensated.", 482 secondary: "<p>G2 recognized Betterment at Work as having Highest User Adoption for the Financial Wellness category for Fall 2026. Betterment at Work had the highest User Adoption rating in this category based on criteria including set-up process customer satisfaction, go-live amount of time, user adoption percentage, customer implementation method, and the number of reviews received on G2. It was considered amongst 13 competitors with a minimum of 10 reviews and 5 responses for each implementation-related survey question. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance.</p>" 483 }; 484 485 window.awardsByRef["AC-373"] = { 486 primary: "G2 on 8/25/26 for July '26 for Financial Wellness category. Some reviewers compensated. ", 487 secondary: "<p><span>G2 recognized Betterment at Work as having Best Usability for the Financial Wellness category for Fall 2026. Betterment at Work had the highest Usability rating in this category based on criteria including ease of use & admin customer satisfaction, customer responses to Meets Requirements questions, user adoption percentage, and the number of reviews received on G2. It was considered amongst 13 competitors with a minimum of 10 reviews and 5 responses for each usability-related survey question. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/categories/financial-wellness?tab=easiest_to_use\">https://www.g2.com/categories/financial-wellness?tab=easiest_to_use</a></span></u></span></p>" 488 }; 489 490 window.awardsByRef["AC-374"] = { 491 primary: "<span>G2 on 8/25/26 for July '26 for 401(k) category. Some reviewers compensated.</span>", 492 secondary: "<span>G2 recognized Betterment at Work as a Grid Leader for the 401(k) category for Fall 2026. Betterment at Work was rated highly by G2 users in this category based on criteria including substantial Satisfaction and Market Presence scores. It was considered amongst 7 competitors with 10 or more reviews. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <a href=\"https://www.g2.com/categories/401-k\" rel=\"noopener\">https://www.g2.com/categories/401-k</a></span>" 493 }; 494 495 window.awardsByRef["AC-391"] = { 496 primary: "<span>ThinkAdvisor Luminaries Awards on 8/24/26 for Jan '25-June '26. </span>", 497 secondary: "<span>
497The ThinkAdvisor Luminaries Awards recognized Betterment Advisor Solutions as a 2026 finalist for Innovation, Thought Leadership & Education in the Custodian category. It was considered amongst an unknown number of competitors based on criteria including qualitative and quantitative measures of industry impact, ability to achieve goals and display ingenuity, dedication to furthering the development of advisors and the industry, and a personal commitment to the highest ethical standards. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://events.thinkadvisor.com/luminaries-awards/2026-finalists\">https://events.thinkadvisor.com/luminaries-awards/2026-finalists</a></span></u> </span>" 498 }; 499 500 window.awardsByRef["AC-393"] = { 501 primary: "<span>ThinkAdvisor Luminaries Awards on 8/24/26 for Jan '25-June '26.</span>", 502 secondary: "<span>The ThinkAdvisor Luminaries Awards recognized Betterment Advisor Solutions as a 2026 finalist for Product or Service Innovation in the TAMPs and Model Marketplaces category. It was considered amongst an unknown number of competitors based on criteria including qualitative and quantitative measures of industry impact, ability to achieve goals and display ingenuity, dedication to furthering the development of advisors and the industry, and a personal commitment to the highest ethical standards. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://events.thinkadvisor.com/luminaries-awards/2026-finalists\">https://events.thinkadvisor.com/luminaries-awards/2026-finalists</a></span></u> </span>" 503 }; 504 505 window.awardsByRef["AC-394"] = { 506 primary: "<span>ThinkAdvisor Luminaries Awards on 8/24/26 for Jan '25-June '26.</span>", 507 secondary: "<span>The ThinkAdvisor Luminaries Awards recognized Betterment Advisor Solutions as a 2026 finalist for Product or Service Innovation in the Investment Management category. It was considered amongst an unknown number of competitors based on criteria including qualitative and quantitative measures of industry impact, ability to achieve goals and display ingenuity, dedication to furthering the development of advisors and the industry, and a personal commitment to the highest ethical standards. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://events.thinkadvisor.com/luminaries-awards/2026-finalists\">https://events.thinkadvisor.com/luminaries-awards/2026-finalists</a></span></u> </span>" 508 }; 509 510 window.awardsByRef["AC-395"] = { 511 primary: "<span>ThinkAdvisor Luminaries Awards on 8/24/26 for Jan '25-June '26.</span>", 512 secondary: "<span>The ThinkAdvisor Luminaries Awards recognized Betterment at Work as a 2026 finalist for Thought Leadership and Education (Firm) in the Financial Planning category. It was considered amongst an unknown number of competitors based on criteria including qualitative and quantitative measures of industry impact, ability to achieve goals and display ingenuity, dedication to furthering the development of advisors and the industry, and a personal commitment to the highest ethical standards. Award may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://events.thinkadvisor.com/luminaries-awards/2026-finalists\">https://events.thinkadvisor.com/luminaries-awards/2026-finalists</a></span></u> </span>" 513 }; 514 515 window.awardsByRef["AC-397"] = { 516 primary: "<span>G2 on 8/25/26 for July '26 for Investment Portfolio Management category. Some reviewers compensated.</span>", 517 secondary: "<p><span>G2 recognized Betterment Advisor Solutions as the Easiest to Use for the Investment Portfolio Management category for Fall 2026. Betterment Advisor Solutions had the highest Ease of Use rating in its category based on responses to Usability Index questions on the G2 review form. It was considered amongst 8 competitors with a minimum of 10 reviews and 5 responses for each of the use-related questions. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/categories/investment-portfolio-management\">https://www.g2.com/categories/investment-portfolio-management</a></span></u></span></p>" 518 }; 519 520 window.awardsByRef["AC-398"] = { 521 primary: "<span>G2 on 8/25/26 for July '26 for Investment Portfolio Management category. Some reviewers compensated.</span>", 522 secondary: "<p><span>G2 recognized Betterment Advisor Solutions as a Grid Leader for the Investment Portfolio Management category for Fall 2026. G2 generates a Leader badge when a product is highly rated by G2 users in a G2 Market Report based on criteria including Satisfaction and Market Presence scores. It was considered amongst 24 competitors that had at least 10 reviews/ratings. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/categories/investment-portfolio-management\">https://www.g2.com/categories/investment-portfolio-management</a></span></u> </span></p>" 523 }; 524 525 window.awardsByRef["AC-399"] = { 526 primary: "<span>G2 on 8/25/26 for July '26 for Investment Portfolio Management category. Some reviewers compensated.</span>", 527 secondary: "<p><span>G2 recognized Betterment Advisor Solutions as a Momentum Leader for the Investment Portfolio Management category for Fall 2026. G2 generates a Leader badge when a product ranks in the top 25% of their category's products in the Momentum Grid by their users based on criteria including Satisfaction and Momentum scores. It was considered amongst 20 competitors that had at least 10 reviews and at least a year of G2 data. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/categories/investment-portfolio-management\">https://www.g2.com/categories/investment-portfolio-management</a></span></u> </span></p>" 528 }; 529 530 window.awardsByRef["AC-400"] = { 531 primary: "<span>G2 on 9/1/26 for reviews since 11/10/20. Some reviewers compensated.</span>", 532 secondary: "<span>G2 awarded Betterment at Work a 4.3-star rating. Source: G2.com, Inc. The rating is calculated and generated by G2 based on user reviews and aggregated data, using Satisfaction and Market Presence metrics and scoring normalization. Betterment compensates some reviewers up to $50 through G2, and G2 for unrelated marketing. Rating may not be representative of the Betterment client experience, advisory services, or investment performance. For more information, see: <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u></span>" 533 }; 534 535 536 function renderAwardsByRef(){ 537 var nodes = document.querySelectorAll('[data-award-ref]');
538 nodes.forEach(function(node){ 539 var ref = (node.getAttribute('data-award-ref') || '').trim(); 540 var field = (node.getAttribute('data-award-field') || 'primary').trim(); 541 var rec = window.awardsByRef && window.awardsByRef[ref]; 542 if (rec && rec[field] && rec[field].length) { 543 node.innerHTML = rec[field]; // render the HTML from HubDB 544 } else { 545 var fb = node.getAttribute('data-award-fallback'); 546 if (fb) node.textContent = fb; 547 } 548 }); 549 } 550 551 if (document.readyState === 'loading') { 552 document.addEventListener('DOMContentLoaded', renderAwardsByRef); 553 } else { 554 renderAwardsByRef(); 555 } 556})(); 557</script>
557 558 559 560 561
562<script> 563(function(){ 564 window.promotersByRef = {}; 565 566 window.promotersByRef["1"] = { 567 primary: "Paid client. Betterment is a Capitalize client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/affiliate/capitalize\" rel=\"noopener\">Learn more</a>.", 568 secondary: "Due to compensation, Capitalize has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each funded IRA rollover." 569 }; 570 571 window.promotersByRef["2"] = { 572 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/affiliate/bankrate\" rel=\"noopener\">Learn more</a>.", 573 secondary: "Due to compensation, Bankrate has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral." 574 }; 575 576 window.promotersByRef["3"] = { 577 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/affiliate/investopedia\" rel=\"noopener\">Learn more</a>.", 578 secondary: "Due to compensation, Investopedia has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral, and $4 per featured article page view. " 579 }; 580 581 window.promotersByRef["7"] = { 582 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 583 secondary: "" 584 }; 585 586 window.promotersByRef["8"] = { 587 primary: "Client, who is an investor in Betterment. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 588 secondary: "" 589 }; 590 591 window.promotersByRef["9"] = { 592 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 593 secondary: "" 594 }; 595 596 window.promotersByRef["10"] = { 597 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 598 secondary: "" 599 }; 600 601 window.promotersByRef["11"] = { 602 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 603 secondary: "" 604 }; 605 606 window.promotersByRef["24"] = { 607 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 608 secondary: "" 609 }; 610 611 window.promotersByRef["39"] = { 612 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 613 secondary: "" 614 }; 615 616 window.promotersByRef["40"] = { 617 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 618 secondary: "" 619 }; 620 621 window.promotersByRef["42"] = { 622 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/affiliate/nerdwallet\" rel=\"noopener\">Learn more</a>.", 623 secondary: "Due to compensation, NerdWallet has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral." 624 }; 625 626 window.promotersByRef["43"] = {
627 primary: "Non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 628 secondary: "" 629 }; 630 631 window.promotersByRef["45"] = { 632 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 633 secondary: "" 634 }; 635 636 window.promotersByRef["46"] = { 637 primary: "Client. Views may not be representative. 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See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/gusto\" rel=\"noopener\">Learn more</a>.", 648 secondary: "Due to compensation, Gusto has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $2.00 per plan participant in the referred plan per month on an ongoing basis so long as the 401(k) plan remains at Betterment." 649 }; 650 651 window.promotersByRef["49"] = { 652 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 653 secondary: "" 654 }; 655 656 window.promotersByRef["50"] = { 657 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 658 secondary: "" 659 }; 660 661 window.promotersByRef["51"] = { 662 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/trinet\" rel=\"noopener\">Learn more</a>.", 663 secondary: "<p>Due to compensation, TriNet has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $3 per active user at referred 401(k) plan clients per month. They are also eligible for a repeatable bonus of up to $1k for new, funded Betterment at Work 401(k) referrals. TriNet sales representatives also receive gifts up to $100 for referrals that result in a sales meeting.</p>" 664 }; 665 666 window.promotersByRef["53"] = { 667 primary: "Paid client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/bennie\" rel=\"noopener\">Learn more</a>.", 668 secondary: "<p><span>Due to compensation, Bennie has an incentive to recommend Betterment, which is a conflict of interest. Bennie is eligible for a repeatable bonus of up to $1k for new, funded Betterment at Work 401(k) referrals. They are also compensated up to $15k for event participation, which includes attendee list access. Sales representatives receive gifts up to $250 for referrals that result in a sales meeting.</span></p>" 669 }; 670 671 window.promotersByRef["58"] = { 672 primary: "Client. Views may not be representative. 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See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 708 secondary: "" 709 }; 710 711 window.promotersByRef["98"] = { 712 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 713 secondary: "" 714 }; 715 716 window.promotersByRef["99"] = { 717 primary: "Client. Views may not be representative. 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See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/influencer/the-financial-diet\" rel=\"noopener\">Learn more</a>.", 728 secondary: "Due to compensation, The Financial Diet has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement." 729 }; 730 731 window.promotersByRef["115"] = { 732 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.google.com/url?q=https://www.betterment.com/influencer/ellyce&sa=D&source=editors&ust=1750450957110060&usg=AOvVaw17yU3Woh3RJkwzx31zjKcd\" rel=\"noopener\">Learn more</a>.", 733 secondary: "Due to compensation, Ellyce Fulmore has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement." 734 }; 735 736 window.promotersByRef["116"] = { 737 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/influencer/erin\" rel=\"noopener\">Learn more</a>.", 738 secondary: "Due to compensation, Erin Confortini has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement." 739 }; 740 741 window.promotersByRef["121"] = { 742 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/influencer/michela\" rel=\"noopener\">Learn more</a>.", 743 secondary: "Due to compensation, Michela Allocca has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement." 744 }; 745 746 window.promotersByRef["129"] = { 747 primary: "Paid client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/influencer/money-with-katie\" rel=\"noopener\">Learn more</a>.", 748 secondary: "<span>Due to compensation, Money With Katie has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $39k per advertisement and received a one-time bonus of $500.</span>" 749 }; 750 751 window.promotersByRef["133"] = { 752 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 753 secondary: "" 754 }; 755 756 window.promotersByRef["134"] = { 757 primary: "Paid client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/influencer/female-in-finance\" rel=\"noopener\">Learn more</a>.", 758 secondary: "Due to compensation, female.in.finance has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement." 759 }; 760 761 window.promotersByRef["135"] = { 762 primary: "<span>Paid non-client. CEO of FinanceHQ is a former Betterment employee, and FinanceHQ was acquired by a Betterment founder, investor, and board member. Views may not be representative. </span>See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/affiliate/financehq\" rel=\"noopener\">Learn more</a>.", 763 secondary: "Due to compensation, FinanceHQ has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral." 764 }; 765 766 window.promotersByRef["146"] = { 767 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/paylocity\" rel=\"noopener\">Learn more</a>.", 768 secondary: "Due to compensation, Paylocity has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $3.50 per funded participant per month." 769 }; 770 771 window.promotersByRef["148"] = { 772 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 773 secondary: "" 774 }; 775 776 window.promotersByRef["149"] = { 777 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 778 secondary: "" 779 }; 780 781 window.promotersByRef["150"] = { 782 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 783 secondary: "" 784 }; 785 786 window.promotersByRef["151"] = { 787 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 788 secondary: "" 789 }; 790 791 window.promotersByRef["152"] = { 792 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 793 secondary: "" 794 }; 795 796 window.promotersByRef["163"] = { 797 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 798 secondary: "" 799 }; 800 801 window.promotersByRef["164"] = { 802 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 803 secondary: "" 804 }; 805 806 window.promotersByRef["165"] = { 807 primary: "Paid client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.google.com/url?q=https://www.betterment.com/advisors/jw-cole&sa=D&source=editors&ust=1751043939880925&usg=AOvVaw3T6PxzAmlq
807ZR11aavQ78jR\" rel=\"noopener\">Learn more</a>.", 808 secondary: "Due to compensation, J.W. Cole has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to 10 bps per annum on AUM of clients referred to the Betterment Advisor Solutions platform through this partnership. " 809 }; 810 811 window.promotersByRef["170"] = { 812 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/affiliate/forbesadvisor\" rel=\"noopener\">Learn more</a>.", 813 secondary: "Due to compensation, Forbes Advisor has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral." 814 }; 815 816 window.promotersByRef["172"] = { 817 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play </a>reviews. Rate is subject to change. <a href=\"https://www.betterment.com/influencer/drew\" rel=\"noopener\">Learn more</a>.", 818 secondary: "Due to compensation, Andrew Lee has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement." 819 }; 820 821 window.promotersByRef["175"] = { 822 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 823 secondary: "" 824 }; 825 826 window.promotersByRef["178"] = { 827 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play </a>reviews. <a href=\"https://www.betterment.com/influencer/haley\" rel=\"noopener\">Learn more</a>.", 828 secondary: "Due to compensation, Haley Kowaleski has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement." 829 }; 830 831 window.promotersByRef["179"] = { 832 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 833 secondary: "" 834 }; 835 836 window.promotersByRef["180"] = { 837 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-investing-saving/id393156562\" rel=\"noopener\">App Store </a>& <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. Tax Loss Harvesting (TLH) is not suitable for all investors. Consider your personal circumstances before deciding whether to utilize Bettermentâs TLH feature.", 838 secondary: "" 839 }; 840 841 window.promotersByRef["181"] = { 842 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-investing-saving/id393156562\" rel=\"noopener\">App Store </a>& <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 843 secondary: "" 844 }; 845 846 window.promotersByRef["182"] = { 847 primary: "Client. Rate is subject to change. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 848 secondary: "" 849 }; 850 851 window.promotersByRef["183"] = { 852 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 853 secondary: "" 854 }; 855 856 window.promotersByRef["184"] = { 857 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 858 secondary: "" 859 }; 860 861 window.promotersByRef["185"] = { 862 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 863 secondary: "" 864 }; 865 866 window.promotersByRef["186"] = { 867 primary: "Client. Rate is subject to change. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 868 secondary: "" 869 }; 870 871 window.promotersByRef["187"] = { 872 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 873 secondary: "" 874 }; 875 876 window.promotersByRef["191"] = { 877 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 878 secondary: "" 879 }; 880 881 window.promotersByRef["192"] = { 882 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 883 secondary: "" 884 }; 885 886 window.promotersByRef["193"] = { 887 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 888 secondary: "" 889 }; 890 891 window.promotersByRef["194"] = { 892 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 893 secondary: "" 894 }; 895 896 window.promotersByRef["195"] = { 897 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 898 secondary: "" 899 }; 900 901 window.promotersByRef["196"] = { 902 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews.", 903 secondary: "" 904 }; 905 906 window.promotersByRef["197"] = { 907 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a>
907 reviews. Tax Loss Harvesting (TLH) is not suitable for all investors. Consider your personal circumstances before deciding whether to utilize Bettermentâs TLH feature.", 908 secondary: "" 909 }; 910 911 window.promotersByRef["202"] = { 912 primary: "Client. Rate is subject to change. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 913 secondary: "" 914 }; 915 916 window.promotersByRef["203"] = { 917 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 918 secondary: "" 919 }; 920 921 window.promotersByRef["204"] = { 922 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 923 secondary: "" 924 }; 925 926 window.promotersByRef["205"] = { 927 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 928 secondary: "" 929 }; 930 931 window.promotersByRef["206"] = { 932 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.google.com/url?q=https://www.g2.com/products/betterment-at-work/reviews&sa=D&source=editors&ust=1751044514898462&usg=AOvVaw3f7mkOIZcghJEm03FqZNSG\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/promoter/hr-morning\" rel=\"noopener\">Learn more</a>.", 933 secondary: "Due to compensation, HR Morning has an incentive to recommend Betterment which is a conflict of interest. They are compensated up to $8.8k per advertisement." 934 }; 935 936 window.promotersByRef["207"] = { 937 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.google.com/url?q=https://www.g2.com/products/betterment-at-work/reviews&sa=D&source=editors&ust=1751044514898462&usg=AOvVaw3f7mkOIZcghJEm03FqZNSG\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/spendly\" rel=\"noopener\">Learn more</a>.", 938 secondary: "Due to compensation, Spendly has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals and up to $2.00 per funded participant per month.\n" 939 }; 940 941 window.promotersByRef["208"] = { 942 primary: "Paid client ad. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/pursuebetter/partners?utm_athlete=pursue\" rel=\"noopener\">Learn more</a>.", 943 secondary: "<span>Point to: <u><span style=\"color: #1155cc;\"><a href=\"https://www.betterment.com/ambassadors\">https://www.betterment.com/ambassadors</a></span></u><br></span>" 944 }; 945 946 window.promotersByRef["209"] = { 947 primary: "Paid client ad. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/pursuebetter/partners?utm_athlete=pursue\" rel=\"noopener\">Learn more</a>.", 948 secondary: "<p><span>Point to: <u><span style=\"color: #1155cc;\"><a href=\"https://www.betterment.com/ambassadors\">https://www.betterment.com/ambassadors</a></span></u><br></span></p>" 949 }; 950 951 window.promotersByRef["210"] = { 952 primary: "Paid client ad. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/ambassadors\" rel=\"noopener\">Learn more</a>.", 953 secondary: "<p><span>Point to: betterment.com/ambassadors<br></span></p>" 954 }; 955 956 window.promotersByRef["212"] = {
957 primary: "Non-client. Certain Betterment employees are Long Angle members. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-investing-saving/id393156562\" rel=\"noopener\">App Store</a> &<a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\"> </a><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 958 secondary: "" 959 }; 960 961 window.promotersByRef["213"] = { 962 primary: "Non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 963 secondary: "" 964 }; 965 966 window.promotersByRef["216"] = { 967 primary: "Client. Views may not be representative. See <a href=\"https://www.google.com/url?q=https://www.g2.com/products/betterment-at-work/reviews&sa=D&source=editors&ust=1751048353450294&usg=AOvVaw2OezvD5NVisc4CKx8kmFfa\" rel=\"noopener\">G2</a> reviews.", 968 secondary: "" 969 }; 970 971 window.promotersByRef["217"] = { 972 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 973 secondary: "" 974 }; 975 976 window.promotersByRef["218"] = { 977 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 978 secondary: "" 979 }; 980 981 window.promotersByRef["219"] = { 982 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 983 secondary: "" 984 }; 985 986 window.promotersByRef["220"] = { 987 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 988 secondary: "" 989 }; 990 991 window.promotersByRef["221"] = { 992 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 993 secondary: "" 994 }; 995 996 window.promotersByRef["222"] = { 997 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 998 secondary: "" 999 }; 1000 1001 window.promotersByRef["223"] = { 1002 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 1003 secondary: "" 1004 }; 1005 1006 window.promotersByRef["224"] = { 1007 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 1008 secondary: "" 1009 }; 1010 1011 window.promotersByRef["226"] = { 1012 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 1013 secondary: "" 1014 }; 1015 1016 window.promotersByRef["227"] = { 1017 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 1018 secondary: "" 1019 }; 1020 1021 window.promotersByRef["229"] = { 1022 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 1023 secondary: "" 1024 }; 1025 1026 window.promotersByRef["230"] = { 1027 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 1028 secondary: "" 1029 }; 1030 1031 window.promotersByRef["231"] = { 1032 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 1033 secondary: "" 1034 }; 1035 1036 window.promotersByRef["232"] = { 1037 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/bookkeeper360\" rel=\"noopener\">Learn more.</a>", 1038 secondary: "Due to compensation, Bookkeeper360 has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $300 for new, funded Betterment at Work 401(k) referrals, with a potential one-time bonus of up to $1k per referred plan. Additionally, they are eligible for a revenue share of up to 15% of the planâs per-participant recordkeeping and base fees.\n" 1039 }; 1040 1041 window.promotersByRef["233"] = { 1042 primary: "Paid client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/puzzlehr\" rel=\"noopener\">Learn more</a>.", 1043 secondary: "Due to compensation, PuzzleHR has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals." 1044 }; 1045 1046 window.promotersByRef["236"] = { 1047 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews#reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/isolved-partners\" rel=\"noopener\">Learn more</a>.", 1048 secondary: "Due to compensation, iSolved has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $.10 monthly per qualified participant referral for as long as they remain a mutual client." 1049 }; 1050 1051 window.promotersByRef["238"] = { 1052 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews#reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/asteria-hr\" rel=\"noopener\">Learn more</a>.\n", 1053 secondary: "Due to compensation, Asteria HR has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals.\n" 1054 }; 1055 1056 window.promotersByRef["245"] = { 1057 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/fractional-people-people\" rel=\"noopener\">Learn more</a>.", 1058 secondary: "<span>Due to compensation, Fractional People People has an incentive to recommend Betterment, which is a conflict of interest. Compensation includes a referral fee of up to $7k and milestone payments of $5k per funded customer set for new, funded Betterment at Work 401(k) referrals.</span>" 1059 }; 1060 1061 window.promotersByRef["246"] = { 1062 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews#reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/novo\" rel=\"noopener\">Learn more.</a>", 1063 secondary: "Due to compensation, Novo Platform, Inc. has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals." 1064 }; 1065 1066 window.promotersByRef["248"] = { 1067 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews#reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/rally-partners-group\" rel=\"noopener\">Learn more</a>.", 1068 secondary: "Due to compensation, Rally Partners has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals. Betterment will also share up to 15% of the participant recordkeeping fee revenue based on the number of referrals." 1069 }; 1070 1071 window.promotersByRef["250"] = { 1072 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews#reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/skillcloud-consulting-group\" rel=\"noopener\">Learn more.</a>", 1073 secondary: "Due to compensation, Skillcloud Consulting Group, LLC has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals." 1074 }; 1075 1076 window.promotersByRef["255"] = { 1077 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1078 secondary: "" 1079 }; 1080 1081 window.promotersByRef["256"] = { 1082 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1083 secondary: "" 1084 }; 1085 1086 window.promotersByRef["257"] = { 1087 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1088 secondary: "" 1089 }; 1090 1091 window.promotersByRef["268"] = { 1092 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1093 secondary: "" 1094 }; 1095 1096 window.promotersByRef["269"] = { 1097 primary: "Client and former Betterment employee family member. Views may not be representative. See <a href=\"https://www.google.com/url?q=https://www.g2.com/products/betterment-at-work/reviews&sa=D&source=editors&ust=1751318416635644&usg=AOvVaw3Gs-HjULg_oOI_bJVTHge5\" rel=\"noopener\">G2</a> reviews.", 1098 secondary: "" 1099 }; 1100 1101 window.promotersByRef["271"] = { 1102 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/affiliate-partner-offer?utm_source=ozoptimizer\" rel=\"noopener\">Learn more</a>.", 1103 secondary: "Due to compensation, Oz Optimizer has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral." 1104 }; 1105 1106 window.promotersByRef["272"] = { 1107 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1108 secondary: "" 1109 }; 1110 1111 window.promotersByRef["273"] = { 1112 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/grassi-advisors\" rel=\"noopener\">Learn more</a>.", 1113 secondary: "Due to compensation, Grassi Advisory Group, Inc. has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals." 1114 }; 1115 1116 window.promotersByRef["274"] = { 1117 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 1118 secondary: "" 1119 }; 1120 1121 window.promotersByRef["275"] = {
1122 primary: "Non-client. Betterment is a PBMares client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. ", 1123 secondary: "" 1124 }; 1125 1126 window.promotersByRef["277"] = { 1127 primary: "Paid client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/raimee\" rel=\"noopener\">Learn more</a>.", 1128 secondary: "Due to compensation, Raimee has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $17k and given a one-time bonus of $250 with any applicable management fees waived for one year. " 1129 }; 1130 1131 window.promotersByRef["279"] = { 1132 primary: "Paid client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/phoebeanddan\" rel=\"noopener\">Learn more</a>.", 1133 secondary: "Due to compensation, Phoebe Adams and Dan Diliberto have an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $17k and given a one-time bonus of $250 with any applicable management fees waived for one year. " 1134 }; 1135 1136 window.promotersByRef["280"] = { 1137 primary: "Paid client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/roxy\" rel=\"noopener\">Learn more</a>.", 1138 secondary: "Due to compensation, Roxanna has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $17k and given a one-time bonus of $250 with any applicable management fees waived for one year. \n" 1139 }; 1140 1141 window.promotersByRef["281"] = { 1142 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/ThreadHCM\" rel=\"noopener\">Learn more</a>.", 1143 secondary: "<p>Thread HCM receives compensation (up to $2k for new, funded 401(k) enrollment and up to $2 per participant per month) from Betterment, creating a financial incentive associated with endorsements and referrals. Sales representatives are eligible for a $1k bonus for new, funded Betterment at Work 401(k) referrals.</p>" 1144 }; 1145 1146 window.promotersByRef["282"] = { 1147 primary: "Non-client. Views may not be representative. See <a href=\"https://www.google.com/url?q=https://www.g2.com/products/betterment-at-work/reviews&sa=D&source=editors&ust=1751296880867397&usg=AOvVaw1v6RsEH97-cH0yNeF4Svrd\" rel=\"noopener\">G2</a> reviews. ", 1148 secondary: "" 1149 }; 1150 1151 window.promotersByRef["283"] = { 1152 primary: "Client. Views may not be representative. See reviews at <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a>.", 1153 secondary: "" 1154 }; 1155 1156 window.promotersByRef["284"] = { 1157 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.google.com/url?q=https://www.g2.com/products/betterment-at-work/reviews&sa=D&source=editors&ust=1751055358682239&usg=AOvVaw18_7TkZL-xHtNAbp3r_mi9\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/wayroll-hr\" rel=\"noopener\">Learn more</a>.", 1158 secondary: "Due to compensation, Wayroll has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals." 1159 }; 1160 1161 window.promotersByRef["285"] = { 1162 primary: "This advisor is a Betterment client and receives referrals. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 1163 secondary: "" 1164 }; 1165 1166 window.promotersByRef["286"] = { 1167 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1168 secondary: "" 1169 }; 1170 1171 window.promotersByRef["287"] = { 1172 primary: "First Citizens and Betterment receive no compensation from each other in connection with their partnership. First Citizens is not a Betterment client.", 1173 secondary: "" 1174 }; 1175 1176 window.promotersByRef["288"] = { 1177 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. Learn more.\n\n", 1178 secondary: "Due to compensation, Topaz HR Advisory has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a one-time $300 referral fee and a 10% revenue share of recordkeeping and base fees for each new Betterment customer. " 1179 }; 1180 1181 window.promotersByRef["289"] = { 1182 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/crc-benefits\" rel=\"noopener\">Learn more</a>.", 1183 secondary: "<p><span>CRC Benefits has a financial incentive associated with endorsements and referrals to recommend Betterment. They are compensated up to $20k for gifts and entertainment, a referral fee of up to $10k based on plan size, and received a one-time bonus of $300 in gifts for a sales event. </span></p>" 1184 }; 1185 1186 window.promotersByRef["290"] = { 1187 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1188 secondary: "" 1189 }; 1190 1191 window.promotersByRef["291"] = { 1192 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1193 secondary: "" 1194 }; 1195 1196 window.promotersByRef["292"] = { 1197 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1198 secondary: "" 1199 }; 1200 1201 window.promotersByRef["293"] = { 1202 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1203 secondary: "" 1204 }; 1205 1206 window.promotersByRef["295"] = {
1207 primary: "Non-paid, non-client partnership.", 1208 secondary: "Views may not be representative, see reviews at the App Store and Google Play." 1209 }; 1210 1211 window.promotersByRef["296"] = { 1212 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1213 secondary: "" 1214 }; 1215 1216 window.promotersByRef["297"] = { 1217 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1218 secondary: "" 1219 }; 1220 1221 window.promotersByRef["298"] = { 1222 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/deel\" rel=\"noopener\">Learn more</a>. ", 1223 secondary: "<span>Due to compensation, Deel has an incentive to recommend Betterment, which is a conflict of interest. They are compensated $1.50 per funded participant, as well as a bonus of up to $200 for referrals that result in a sales meeting, and $300 for referrals who establish a Betterment at Work plan.</span>" 1224 }; 1225 1226 window.promotersByRef["299"] = { 1227 primary: "Paid client ad. Views may not be representative. See <a href=\"https://www.google.com/url?q=https://www.g2.com/products/betterment-at-work/reviews&sa=D&source=editors&ust=1751058959739722&usg=AOvVaw0dFZCYLsehsTUIL5txWRpG\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.google.com/url?q=http://betterment.com/pursuebetter/partners&sa=D&source=editors&ust=1751061020903858&usg=AOvVaw2lB-WNGitq1uID70wnBGcK\" rel=\"noopener\">Learn more</a>.", 1228 secondary: "Point to: betterment.com/pursuebetter/partners\n" 1229 }; 1230 1231 window.promotersByRef["300"] = { 1232 primary: "Paid client ad. Views may not be representative. See <a href=\"https://www.google.com/url?q=https://www.g2.com/products/betterment-at-work/reviews&sa=D&source=editors&ust=1751058959739722&usg=AOvVaw0dFZCYLsehsTUIL5txWRpG\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.google.com/url?q=http://betterment.com/pursuebetter/partners&sa=D&source=editors&ust=1751061020903858&usg=AOvVaw2lB-WNGitq1uID70wnBGcK\" rel=\"noopener\">Learn more</a>.", 1233 secondary: "Point to: betterment.com/pursuebetter/partners\n" 1234 }; 1235 1236 window.promotersByRef["301"] = { 1237 primary: "Paid client ad. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.google.com/url?q=http://betterment.com/pursuebetter/partners&sa=D&source=editors&ust=1751061020903858&usg=AOvVaw2lB-WNGitq1uID70wnBGcK\" rel=\"noopener\">Learn more</a>.", 1238 secondary: "Point to: betterment.com/pursuebetter/partners\n" 1239 }; 1240 1241 window.promotersByRef["302"] = { 1242 primary: "Paid client. Views may not be representative. ", 1243 secondary: "" 1244 }; 1245 1246 window.promotersByRef["303"] = { 1247 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 1248 secondary: "" 1249 }; 1250 1251 window.promotersByRef["304"] = { 1252 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/advisors/the-daily-upside\" rel=\"noopener\">Learn more</a>. ", 1253 secondary: "Due to compensation, the Daily Upside has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $15k per advertisement." 1254 }; 1255 1256 window.promotersByRef["305"] = { 1257 primary: "Paid client ad. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/pursuebetter/partners?utm_athlete=pursue\" rel=\"noopener\">Learn more</a>.", 1258 secondary: "<span>Point to: <u><span style=\"color: #1155cc;\"><a href=\"https://www.betterment.com/ambassadors\">https://www.betterment.com/ambassadors</a></span></u><br></span>" 1259 }; 1260 1261 window.promotersByRef["306"] = { 1262 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/affiliate/manifest\" rel=\"noopener\">Learn more.</a>", 1263 secondary: "Due to compensation, Manifest has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $150 per referral." 1264 }; 1265 1266 window.promotersByRef["307"] = { 1267 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/investing?utm_source=tfa\" rel=\"noopener\">Learn more.</a>", 1268 secondary: "Transamerica Financial Advisers, LLC (\"TFA\") is not a client of Betterment, and is not affiliated or associated with Betterment. TFA and its financial professionals are compensated up to $350 per client that they refer to Betterment, as such TFA and its financial professionals have an incentive to recommend a client invest with Betterment. Additional disclosure related to TFA's referral agreement and the associated material conflicts of interest can be found at www.tfaconnect.com/Disclosures. " 1269 }; 1270 1271 window.promotersByRef["308"] = { 1272 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 1273 secondary: "" 1274 }; 1275 1276 window.promotersByRef["310"] = { 1277 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. ", 1278 secondary: "" 1279 }; 1280 1281 window.promotersByRef["311"] = { 1282 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. ", 1283 secondary: "" 1284 }; 1285 1286 window.promotersByRef["312"] = { 1287 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. ", 1288 secondary: "" 1289 }; 1290 1291 window.promotersByRef["313"] = { 1292 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. ", 1293 secondary: "" 1294 }; 1295 1296 window.promotersByRef["314"] = { 1297 primary: "Client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews.", 1298 secondary: "" 1299 }; 1300 1301 window.promotersByRef["315"] = { 1302 primary: "Client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. ", 1303 secondary: "" 1304 }; 1305 1306 window.promotersByRef["316"] = {
1307 primary: "Non-client. Co-founder is an investor in Betterment. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 1308 secondary: "" 1309 }; 1310 1311 window.promotersByRef["317"] = { 1312 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 1313 secondary: "" 1314 }; 1315 1316 window.promotersByRef["318"] = { 1317 primary: "Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.", 1318 secondary: "" 1319 }; 1320 1321 window.promotersByRef["319"] = { 1322 primary: "<span data-sheets-root=\"1\">Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews.</span>", 1323 secondary: "" 1324 }; 1325 1326 window.promotersByRef["320"] = { 1327 primary: "<span data-sheets-root=\"1\">Paid non-client. Views may not be representative. See<a target=\"_blank\" href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\"> App Store</a> &<a target=\"_blank\" href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\"> Google Play</a> reviews. <a target=\"_blank\" href=\"https://www.betterment.com/affiliate/advisor\" rel=\"noopener\">Learn more</a>.</span>", 1328 secondary: "<span data-sheets-root=\"1\">Due to compensation, Advisor.com has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral.</span>" 1329 }; 1330 1331 window.promotersByRef["321"] = { 1332 primary: "<span data-sheets-root=\"1\">Paid non-client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"http://betterment.com/work/workforce\" rel=\"noopener\">Learn more</a>.</span>", 1333 secondary: "<span data-sheets-root=\"1\">Due to compensation, Workforce.com has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $5k for new, funded Betterment at Work 401(k) referrals. Additionally, they are eligible for a revenue share of up to $1.85 per funded participant per month. </span>" 1334 }; 1335 1336 window.promotersByRef["322"] = { 1337 primary: "Paid client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\"> G2 </a>reviews. <a href=\"https://www.betterment.com/work/ayp-consulting\" rel=\"noopener\">Learn more</a>.", 1338 secondary: "<p><span>Due to compensation, AYP Consulting has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k and eligible for a repeatable bonus of up to $1k for new, funded Betterment at Work 401(k) referrals. They are also compensated $1k for attendee list access, and sales representatives receive gifts up to $250 for referrals that result in a sales meeting.</span></p>" 1339 }; 1340 1341 window.promotersByRef["323"] = { 1342 primary: "Paid non-client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/sterling-capital\" rel=\"noopener\">Learn more.</a>", 1343 secondary: "<span data-sheets-root=\"1\">Due to compensation, Sterling has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals.</span>" 1344 }; 1345 1346 window.promotersByRef["324"] = { 1347 primary: "Paid client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/catalant\" rel=\"noopener\">Learn more</a>.", 1348 secondary: "<span data-sheets-root=\"1\">Due to compensation, Catalant has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral.</span>" 1349 }; 1350 1351 window.promotersByRef["325"] = { 1352 primary: "Paid non-client. Views may not be representative. See <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/thinqhr\" rel=\"noopener\">Learn more</a>.", 1353 secondary: "<span data-sheets-root=\"1\">Due to compensation, Thinq HR and Insurance Services has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals.</span>" 1354 }; 1355 1356 window.promotersByRef["326"] = { 1357 primary: "Paid non-client. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/affiliate/overalls\" rel=\"noopener\">Learn more.</a>", 1358 secondary: "<span data-sheets-root=\"1\">Due to compensation, Overalls has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral.</span>" 1359 }; 1360 1361 window.promotersByRef["327"] = { 1362 primary: "<span data-sheets-root=\"1\">Paid non-client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a target=\"_blank\" href=\"http://betterment.com/work/workforce\" rel=\"noopener\">Learn more</a>.</span>", 1363 secondary: "<span data-sheets-root=\"1\">Due to compensation, Coastal Payroll has an incentive to recommend Betterment, which is a conflict of interest. Compensation includes a referral fee of up to $7.5k, milestone payments of $10k per funded customer set, and a revenue share of up to $2 per funded participant per month, for new, funded Betterment at Work 401(k) referrals.</span>" 1364 }; 1365 1366 window.promotersByRef["328"] = { 1367 primary: "<span data-sheets-root=\"1\">Paid non-client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/mphr\" rel=\"noopener\">Learn more</a>.</span>", 1368 secondary: "<p><span data-sheets-root=\"1\">Due to compensation, MP-HR has an incentive to recommend Betterment, which is a conflict of interest. Compensation includes a referral fee of up to $7.5k, milestone payments of $10k per funded customer set, and a revenue share of up to $2 per funded participant per month, for new, funded Betterment at Work 401(k) referrals.</span></p>" 1369 }; 1370 1371 window.promotersByRef["329"] = { 1372 primary: "<span data-sheets-root=\"1\">Paid non-client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/dimond-bros\" rel=\"noopener\">Learn more</a>.</span>", 1373 secondary: "<p><span>Due to compensation, Dimond Bros. Insurance has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k and eligible for a repeatable bonus of up to $1k for new, funded Betterment at Work 401(k) referrals. Sales representatives receive gifts up to $250 for referrals that result in a sales meeting.</span></p>" 1374 }; 1375 1376 window.promotersByRef["330"] = { 1377 primary: "<span data-sheets-root=\"1\">Paid non-client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/onpay\" rel=\"noopener\">Learn more</a>.</span>", 1378 secondary: "<p><span>Due to compensation, OnPay has an incentive to recommend Betterment, which is a conflict of interest. Compensation includes a referral fee of up to $7.5k, milestone payments of $20k per funded customer set, and an integration fee of up to $2.75 per funded participant per month, for new, funded Betterment at Work 401(k) referrals. Additionally, they receive a referral fee of up to $350 for new, referred solo 401(k) customers and sales representatives receive gifts up to $250 for referrals that result in a sales meeting.</span></p>" 1379 }; 1380 1381 window.promotersByRef["331"] = { 1382 primary: "<span data-sheets-root=\"1\">Client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. </span>", 1383 secondary: "" 1384 }; 1385 1386 window.promotersByRef["332"] = { 1387 primary: "<span data-sheets-root=\"1\">Paid non-client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"https://www.betterment.com/work/workfriendly\" rel=\"noopener\">Learn more</a>.</span>", 1388 secondary: "<span data-sheets-root=\"1\">Due to compensation, Workfriendly has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals. </span>" 1389 }; 1390 1391 window.promotersByRef["333"] = { 1392 primary: "<span data-sheets-root=\"1\">Client. Views may not be representative. See <a target=\"_blank\" href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a target=\"_blank\" href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. </span>", 1393 secondary: "" 1394 }; 1395 1396 window.promotersByRef["334"] = { 1397 primary: "<span data-sheets-root=\"1\">Client. Views may not be representative. See <a target=\"_blank\" href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a target=\"_blank\" href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. </span>", 1398 secondary: "" 1399 }; 1400 1401 window.promotersByRef["335"] = { 1402 primary: "<span data-sheets-root=\"1\"><span style=\"color: #212b36; background-color: #ffffff;\">Paid non-client. Views may not be representative. See </span><u><a href=\"https://www.g2.com/products/betterment-at-work/reviews\" style=\"background-color: #ffffff;\">G2</a></u><span style=\"color: #212b36; background-color: #ffffff;\"> reviews. </span><u><a href=\"https://vettr.blee.com/guidelines/betterment.com/work/disclosure/morningbrew\" style=\"background-color: #ffffff;\">Learn more</a></u><span style=\"color: #212b36; background-color: #ffffff;\">.</span></span>", 1403 secondary: "<span>Due to compensation, Morning Brew has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $39k per advertisement.</span>" 1404 }; 1405 1406 window.promotersByRef["336"] = { 1407 primary: "<span data-sheets-root=\"1\">Paid client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a target=\"_blank\" href=\"https://www.betterment.com/work/bennie\" rel=\"noopener\">Learn more</a>.</span>", 1408 secondary: "<span data-sheets-root=\"1\">Due to compensation, Bennie has an incentive to recommend Betterment, which is a conflict of interest. Bennie is eligible for a repeatable bonus of up to $1k for new, funded Betterment at Work 401(k) referrals.</span>" 1409 }; 1410 1411 window.promotersByRef["337"] = { 1412 primary: "<span data-sheets-root=\"1\">Client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. </span>", 1413 secondary: "" 1414 }; 1415 1416 window.promotersByRef["338"] = { 1417 primary: "Paid client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"http://betterment.com/advisors/summit-global\" rel=\"noopener\">Learn more</a>.", 1418 secondary: "<span data-sheets-root=\"1\">Due to compensation, Summit Global Investments has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to 10 bps per annum on AUM of clients referred to the Betterment Advisor Solutions platform through this partnership and are eligible for a one-time fee of $30k if they meet an AU
1418M milestone.</span>" 1419 }; 1420 1421 window.promotersByRef["339"] = { 1422 primary: "<span data-sheets-root=\"1\">Paid non-client. Views may not be representative. See <a target=\"_blank\" href=\"https://www.g2.com/products/betterment-at-work/reviews\" rel=\"noopener\">G2</a> reviews. <a href=\"http://betterment.com/work/bridgegap\" rel=\"noopener\">Learn more</a>.</span>", 1423 secondary: "<span data-sheets-root=\"1\">Due to compensation, BridgeGap PEO Brokers has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals. </span>" 1424 }; 1425 1426 window.promotersByRef["340"] = { 1427 primary: "<span>Non-client.<span style=\"color: #674ea7;\"> </span>Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews. </span>", 1428 secondary: "" 1429 }; 1430 1431 window.promotersByRef["341"] = { 1432 primary: "<span>Paid non-client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/affiliate/Freelancers-Union\">Learn more</a></span></u>.</span>", 1433 secondary: "<span>Due to compensation, Freelancers Union has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each funded referral.</span>" 1434 }; 1435 1436 window.promotersByRef["342"] = { 1437 primary: "<span>Paid non-client ad. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/a10.\">Learn more</a>.</span></u></span>", 1438 secondary: "<span>Due to compensation, the Atlantic 10 Conference has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $25k per advertisement.</span>" 1439 }; 1440 1441 window.promotersByRef["343"] = { 1442 primary: "<span>Paid non-client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/advisors/advisorfinder\">Learn more</a></span></u>.</span>", 1443 secondary: "<span>Due to compensation, AdvisorFinder has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $120 for verified leads who provide practice information. </span>" 1444 }; 1445 1446 window.promotersByRef["344"] = { 1447 primary: "<span>Paid non-client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews. <a href=\"http://betterment.com/work/nava-benefits\" rel=\"noopener\">Learn more</a>.</span>", 1448 secondary: "<p><span>Due to compensation, Nava Benefits has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals. Sales representatives receive gifts up to $250 for referrals that result in a sales meeting.</span></p>" 1449 }; 1450 1451 window.promotersByRef["345"] = { 1452 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. Rate is subject to change. <a href=\"https://www.betterment.com/influencer/jonathan\" rel=\"noopener\">Learn more</a>.</span>", 1453 secondary: "<span>Due to compensation, Jonathan Finkel has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement and were given a one-time bonus of $500.</span>" 1454 }; 1455 1456 window.promotersByRef["346"] = { 1457 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. Rate is subject to change. <a href=\"http://betterment.com/influencer/maddyholly\" rel=\"noopener\">Learn more</a>.</span>", 1458 secondary: "<span>Due to compensation, Maddy Holly has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement and were given a one-time bonus of $500.</span>" 1459 }; 1460 1461 window.promotersByRef["347"] = { 1462 primary: "<span>Client.<span style=\"color: #674ea7;\"> </span>Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews. </span>", 1463 secondary: "" 1464 }; 1465 1466 window.promotersByRef["348"] = { 1467 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews.<span style=\"color: #674ea7;\"><span style=\"color: #000000;\"> Rate is subject to change.</span> </span><u><span style=\"color: #1155cc;\"><a href=\"https://www.betterment.com/evette\" rel=\"noopener\">Learn more</a></span></u>.</span>", 1468 secondary: "<span>Due to compensation, Evette Watkins has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $20k per advertisement and were given a one-time bonus of $250.</span>" 1469 }; 1470 1471 window.promotersByRef["349"] = { 1472 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/gabrielle\" rel=\"noopener\">Learn more</a></span></u>.</span>", 1473 secondary: "<span>Due to compensation, Gabrielle Judge has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $20k per advertisement and were given a one-time bonus of $250 with any applicable management fees waived for one year. </span>" 1474 }; 1475 1476 window.promotersByRef["350"] = { 1477 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/JC\" rel=\"noopener\">Learn more.</a></span></u></span>", 1478 secondary: "<span>Due to compensation, JC Rodriguez has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $20k per advertisement and were given a one-time bonus of $250.</span>" 1479 }; 1480 1481 window.promotersByRef["351"] = { 1482 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/joshua\" rel=\"noopener\">Learn more</a></span></u>.</span>", 1483 secondary: "<span>Due to compensation, Joshua Mayo has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $20k per advertisement and were given a one-time bonus of $250 with any applicable management fees waived for one year. </span>" 1484 }; 1485 1486 window.promotersByRef["352"] = { 1487 primary: "<span>Paid non-client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews.<span style=\"color: #000000;\"> Rate is subject to change. </span><u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/generationhired\">Learn more.</a></span></u></span>", 1488 secondary: "<span>Due to compensation, Generation Hired has an incentive to recommend Betterment, which is a conflict of interest. Their parent company, Her Campus, is compensated $75k for marketing services.</span>" 1489 }; 1490 1491 window.promotersByRef["353"] = { 1492 primary: "<span>Paid non-client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews.<span style=\"color: #000000;\"> Rate is subject to change. <a href=\"http://betterment.com/hercampus\" rel=\"noopener\">Learn more.</a></span></span>", 1493 secondary: "<span>Due to compensation, Her Campus has an incentive to recommend Betterment, which is a conflict of interest. They are compensated $75k for marketing services.</span>" 1494 }; 1495 1496 window.promotersByRef["354"] = { 1497 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <a href=\"http://betterment.com/natalie\" rel=\"noopener\">Learn more</a>.</span>", 1498 secondary: "<span>Due to compensation, Natalie Barbu has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $20k per advertisement and were given a one-time bonus of $250 with any applicable management fees waived for one year. </span>" 1499 }; 1500 1501 window.promotersByRef["355"] = { 1502 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/riya\" rel=\"noopener\">Learn more</a></span></u>.</span>", 1503 secondary: "<span>Due to compensation, Riya Patel has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement and were given a one-time bonus of $250 with any applicable management fees waived for one year. </span>" 1504 }; 1505 1506 window.promotersByRef["356"] = { 1507 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/kaylie\" rel=\"noopener\">Learn more</a></span></u>.</span>", 1508 secondary: "<span>Due to compensation, Kaylie Griffin has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement and were given a one-time bonus of $250 with any applicable management fees waived for one year. </span>" 1509 }; 1510 1511 window.promotersByRef["357"] = { 1512 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/emily\" rel=\"noopener\">Learn more</a></span></u>.</span>", 1513 secondary: "<span>Due to compensation, Emily Kissa has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement and were given a one-time bonus of $250 with any applicable management fees waived for one year. </span>" 1514 }; 1515 1516 window.promotersByRef["358"] = { 1517 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/jayden\" rel=\"noopener\">Learn more</a></span></u>.</span>", 1518 secondary: "<span>Due to compensation, Jayden Radtke has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement and were given a one-time bonus of $250 with any applicable management fees waived for one year. </span>" 1519 }; 1520 1521 window.promotersByRef["359"] = { 1522 primary: "<span>Paid client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/tori\" rel=\"noopener\">Learn more</a></span></u>.</span>",
1522 1523 secondary: "<span>Due to compensation, Tori Machado has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $17k per advertisement and were given a one-time bonus of $250 with any applicable management fees waived for one year. </span>" 1524 }; 1525 1526 window.promotersByRef["360"] = { 1527 primary: "<span>Paid non-client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/work/northernbank\">Learn more</a></span></u>.</span>", 1528 secondary: "<span>Due to compensation, Northern Bank has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals. </span>" 1529 }; 1530 1531 window.promotersByRef["361"] = { 1532 primary: "<span>Paid non-client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/work/GarnetBridge\">Learn more</a></span></u>.</span>", 1533 secondary: "<span>Due to compensation, Garnet Bridge has an incentive to recommend Betterment, which is a conflict of interest. Compensation includes a referral fee of up to $7k, milestone payments of $5k per funded customer set, and a $1k sales bonus for new, funded Betterment at Work 401(k) referrals.</span>" 1534 }; 1535 1536 window.promotersByRef["362"] = { 1537 primary: "<span>Client.<span style=\"color: #674ea7;\"> </span>Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews. </span>", 1538 secondary: "" 1539 }; 1540 1541 window.promotersByRef["363"] = { 1542 primary: "<p><span>Client. Paid up to $250 for expenses. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews.</span></p>", 1543 secondary: "" 1544 }; 1545 1546 window.promotersByRef["364"] = { 1547 primary: "<p><span>Client. Paid up to $250 for expenses. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews.</span></p>", 1548 secondary: "" 1549 }; 1550 1551 window.promotersByRef["365"] = { 1552 primary: "<p><span>Client. Paid up to $250 for expenses. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews.</span></p>", 1553 secondary: "" 1554 }; 1555 1556 window.promotersByRef["366"] = { 1557 primary: "<p><span>Client. Paid up to $250 for expenses. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews.</span></p>", 1558 secondary: "" 1559 }; 1560 1561 window.promotersByRef["367"] = { 1562 primary: "<p><span>Client. Paid up to $250 for expenses. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews.</span></p>", 1563 secondary: "" 1564 }; 1565 1566 window.promotersByRef["368"] = { 1567 primary: "<span>Client.<span style=\"color: #674ea7;\"> </span>Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews. </span>", 1568 secondary: "" 1569 }; 1570 1571 window.promotersByRef["369"] = { 1572 primary: "<span>Paid non-client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. <span style=\"color: #000000;\">Rate is subject to change. <a data-insert=\"true\"></a></span><a href=\"http://betterment.com/affiliate/mywealthwallet\" rel=\"noopener\"><span style=\"color: #000000;\"></span></a><a href=\"http://betterment.com/affiliate/mywealthwallet\" rel=\"noopener\">Learn more.</a></span>", 1573 secondary: "<span>Due to compensation, My Wealth Wallet has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral.</span>" 1574 }; 1575 1576 window.promotersByRef["370"] = { 1577 primary: "<p><span>This advisor is a Betterment client and receives referrals. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews.</span></p>", 1578 secondary: "" 1579 }; 1580 1581 window.promotersByRef["371"] = { 1582 primary: "Paid client ad. Views may not be representative. See <a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" rel=\"noopener\">App Store</a> & <a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" rel=\"noopener\">Google Play</a> reviews. <a href=\"https://www.betterment.com/ambassadors\" rel=\"noopener\">Learn more</a>.", 1583 secondary: "<p><span>Point to: <a href=\"https://www.betterment.com/ambassadors\" rel=\"noopener\">https://www.betterment.com/ambassadors</a><span style=\"color: #1155cc;\"></span><br></span></p>" 1584 }; 1585 1586 window.promotersByRef["AC-350"] = { 1587 primary: "<span>Paid non-client. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/work/disclosure/workweek\" rel=\"noopener\">Learn more</a></span></u>.</span>", 1588 secondary: "<span>Due to compensation, Workweek has an incentive to recommend Betterment, which is a conflict of interest. They are compensated a flat fee of up to $7k per advertisement.</span>" 1589 }; 1590 1591 window.promotersByRef["AC-351"] = { 1592 primary: "<span>Paid non-client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews. <u><span style=\"color: #1155cc;\"><a href=\"http://betterment.com/work/partner/hireventures\">Learn more</a>.</span></u></span>", 1593 secondary: "<span>Due to compensation, Hire Ventures has an incentive to recommend Betterment, which is a conflict of interest. Compensation includes a referral fee of up to $7k and milestone payments of $5k per funded customer set for new, funded Betterment at Work 401(k) referrals.</span>" 1594 }; 1595 1596 window.promotersByRef["AC-352"] = { 1597 primary: "<span>Client.<span style=\"color: #674ea7;\"> </span>Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews. </span>", 1598 secondary: "" 1599 }; 1600 1601 window.promotersByRef["AC-352"] = { 1602 primary: "<span>Client.<span style=\"color: #674ea7;\"> </span>Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews. </span>", 1603 secondary: "" 1604 }; 1605 1606 window.promotersByRef["AC-353"] = {
1607 primary: "Non-client. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews.", 1608 secondary: "" 1609 }; 1610 1611 window.promotersByRef["AC-354"] = { 1612 primary: "<span>Paid client who receives referrals. $50 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews.</span>", 1613 secondary: "" 1614 }; 1615 1616 window.promotersByRef["AC-355"] = { 1617 primary: "<span>Paid client. $50 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a></span></u> reviews.</span>", 1618 secondary: "" 1619 }; 1620 1621 window.promotersByRef["AC-364"] = { 1622 primary: "<span style=\"background-color: #ffffff;\">Paid non-client. Views may not be representative</span><span style=\"background-color: #ffffff; color: #45818e;\">.</span><span style=\"background-color: #ffffff;\"> See </span><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" style=\"background-color: #ffffff;\">App Store</a><span style=\"background-color: #ffffff;\"> & </span><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" style=\"background-color: #ffffff;\">Google Play</a><span style=\"background-color: #ffffff;\"> reviews. Rate is subject to change.</span><span style=\"background-color: #ffffff; color: #674ea7;\"> </span><a href=\"http://betterment.com/affiliate/smart-gravity\" style=\"background-color: #ffffff;\" rel=\"noopener\">Learn more</a><span style=\"background-color: #ffffff;\">.</span>", 1623 secondary: "<span>Due to compensation, Smart Gravity has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $1k for each new, funded referral.</span>" 1624 }; 1625 1626 window.promotersByRef["AC-371"] = { 1627 primary: "<span style=\"background-color: #ffffff;\">Paid non-client ad. Views may not be representative. See </span><u><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\" style=\"background-color: #ffffff;\">App Store</a></u><span style=\"background-color: #ffffff;\"> & </span><u><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\" style=\"background-color: #ffffff;\">Google Play</a></u><span style=\"background-color: #ffffff;\"> reviews. Learn more:</span><span style=\"white-space-collapse: preserve; background-color: #ffffff; color: #674ea7;\"> </span><u><a href=\"https://www.betterment.com/ambassadors\" style=\"background-color: #ffffff;\">betterment.com/ambassadors</a></u><span style=\"color: #212b36; background-color: #ffffff;\">.</span>", 1628 secondary: "<span>Point to: betterment.com/ambassadors</span>" 1629 }; 1630 1631 window.promotersByRef["AC-381"] = { 1632 primary: "<span style=\"font-size: 16px;\">Paid client. $25 was given for this review, which creates an incentive to recommend Betterment and is a conflict of interest. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a> reviews.</span>", 1633 secondary: "" 1634 }; 1635 1636 window.promotersByRef["AC-381-exception"] = { 1637 primary: "<span style=\"font-size: 16px;\">Paid client. Views may not be representative. See <a href=\"https://www.g2.com/products/betterment-advisor-solutions/reviews\">G2</a> reviews. <a href=\"#hs_cos_wrapper_footer_disclosures_set\" rel=\"noopener\">Learn more</a>.</span>", 1638 secondary: "<span style=\"font-size: 16px;\">David Black received $25 for his review, which creates an incentive to recommend Betterment and is a conflict of interest. </span>" 1639 }; 1640 1641 window.promotersByRef["AC-382"] = { 1642 primary: "<span>Client. Views may not be representative<span style=\"color: #45818e;\">.</span> See <u><span style=\"color: #1155cc;\"><a href=\"https://www.g2.com/products/betterment-at-work/reviews\">G2</a></span></u> reviews. </span>", 1643 secondary: "" 1644 }; 1645 1646 window.promotersByRef["AC-402"] = { 1647 primary: "<span style=\"color: #212b36; background-color: #ffffff;\">Paid non-client. Views may not be representative. See </span><u><a href=\"https://www.g2.com/products/betterment-at-work/reviews\" style=\"background-color: #ffffff;\">G2</a></u><span style=\"color: #212b36; background-color: #ffffff;\"> reviews. </span><u><a href=\"https://vettr.blee.com/guidelines/approved-claims/betterment.com/work/partner/knauthaus\" style=\"background-color: #ffffff;\">Learn more</a></u><span style=\"color: #212b36; background-color: #ffffff;\">.</span>", 1648 secondary: "<span>Due to compensation, Knauthaus has an incentive to recommend Betterment, which is a conflict of interest. They are compensated up to $7k for new, funded Betterment at Work 401(k) referrals.</span>" 1649 }; 1650 1651 window.promotersByRef["AC-403"] = { 1652 primary: "<span>Client.<span style=\"color: #674ea7;\"> </span>Views may not be representative. See <u><span style=\"color: #1155cc;\"><a href=\"https://apps.apple.com/us/app/betterment-invest-save-money/id393156562\">App Store</a></span></u> & <u><span style=\"color: #1155cc;\"><a href=\"https://play.google.com/store/apps/details?id=com.betterment&hl=en_US&gl=US\">Google Play</a></span></u> reviews. </span>", 1653 secondary: "" 1654 }; 1655 1656 1657 function renderNode(node){ 1658 // already filled and content intact â skip (also prevents observer loops) 1659 if (node.getAttribute('data-promoter-done') === '1' && node.innerHTML.length) return; 1660 var ref = (node.getAttribute('data-promoter-ref') || '').trim(); 1661 var field = (node.getAttribute('data-promoter-field') || 'primary').trim(); 1662 var rec = window.promotersByRef[ref]; 1663 if (rec && rec[field] && rec[field].length) { 1664 node.innerHTML = rec[field]; 1665 node.setAttribute('data-promoter-done', '1'); 1666 } else { 1667 var fb = node.getAttribute('data-promoter-fallback'); 1668 if (fb) { node.textContent = fb; node.setAttribute('data-promoter-done', '1'); } 1669 } 1670 } 1671 1672 function renderAll(root){ 1673 if (root.nodeType !== 1 && root.nodeType !== 9) return; 1674 if (root.matches && root.matches('[data-promoter-ref]')) renderNode(root); 1675 if (root.querySelectorAll) root.querySelectorAll('[data-promoter-ref]').forEach(renderNode); 1676 } 1677 1678 function start(){ 1679 renderAll(document); 1680 new MutationObserver(function(muts){
1681 muts.forEach(function(m){ 1682 // span existed but React wiped its children â re-fill it 1683 if (m.target.nodeType === 1 && m.target.matches('[data-promoter-ref]')) renderNode(m.target); 1684 // new subtrees rendered by React â scan them for promoter spans 1685 m.addedNodes.forEach(renderAll); 1686 }); 1687 }).observe(document.documentElement, { childList: true, subtree: true }); 1688 } 1689 1690 if (document.readyState === 'loading') { 1691 document.addEventListener('DOMContentLoaded', start); 1692 } else { 1693 start(); 1694 } 1695})(); 1696</script>
1696 1697 1698 1699 1700 1701
1702<script> 1703(function(){ 1704 // Example: { "233": {primary:"<p>â¦</p>", secondary:"<p>â¦</p>"} } 1705 window.claimsByRef = {}; 1706 1707 window.claimsByRef["36"] = { 1708 primary: "<p>Bettermentâs pricing for traditional investment portfolios begin at $5/month on your assets, with no minimum balance. <a href=\"https://www.betterment.com/pricing\" rel=\"noopener\">See additional pricing information. </a></p>", 1709 secondary: "" 1710 }; 1711 1712 window.claimsByRef["62"] = { 1713 primary: "Based on industry data. Bettermentâs pricing for traditional investment portfolios begin at a 0.25% annual management fee on your assets, with no minimum balance. Additional pricing information here.", 1714 secondary: "" 1715 }; 1716 1717 window.claimsByRef["67"] = { 1718 primary: "Based on internal data for a client with one account subject to Bettermentâs TaxMin methodology and no other tax features enabled. Betterment will not automatically rebalance a portfolio until it meets or exceeds the required account balance.", 1719 secondary: "" 1720 }; 1721 1722 window.claimsByRef["81"] = { 1723 primary: "FDIC insurance covers up to $250,000 per depositor, per insured bank, subject to FDIC rules.", 1724 secondary: "" 1725 }; 1726 1727 window.claimsByRef["101"] = { 1728 primary: "Only available in Pro and Flagship Tiers.", 1729 secondary: "" 1730 }; 1731 1732 window.claimsByRef["109"] = { 1733 primary: "Based on Betterment LLC review of assets under management (AUM) self-reported in SEC Form ADV filings for independent robo advisors as of 7/20/26. Independent defined as advisors do not create the funds they distribute.", 1734 secondary: "" 1735 }; 1736 1737 window.claimsByRef["162"] = { 1738 primary: "Firm count based on Betterment internal data as of 6.13.2025.", 1739 secondary: "" 1740 }; 1741 1742 window.claimsByRef["164"] = { 1743 primary: "Based on Betterment internal data as of 6/2/25", 1744 secondary: "" 1745 }; 1746 1747 window.claimsByRef["178"] = { 1748 primary: "Based on Betterment internal data as of 8/8/2024", 1749 secondary: "" 1750 }; 1751 1752 window.claimsByRef["179"] = { 1753 primary: "Based on Betterment internal data as of 8/8/2024", 1754 secondary: "" 1755 }; 1756 1757 window.claimsByRef["186"] = { 1758 primary: "Internal data based from 2023-2024", 1759 secondary: "" 1760 }; 1761 1762 window.claimsByRef["195"] = { 1763 primary: "Based on Betterment internal data, as of 1/15/2025.\n", 1764 secondary: "" 1765 }; 1766 1767 window.claimsByRef["204"] = { 1768 primary: "Based on Betterment internal data as of 2/18/25.\n\n", 1769 secondary: "" 1770 }; 1771 1772 window.claimsByRef["205"] = { 1773 primary: "Based on Betterment internal data as of 2/19/2026.", 1774 secondary: "" 1775 }; 1776 1777 window.claimsByRef["208"] = { 1778 primary: "Based on Bettermentâs internal calculations for the Core portfolio over 5 years. Users in the âauto-deposit onâ groups earned nearly an additional 2.5% over the last year and 2% annualized over 10 years. <a href=\"#hs_cos_wrapper_footer_disclosures_set\" rel=\"noopener\">See more in disclosures.</a>", 1779 secondary: "Calculation as of 12/31/2024, and reflects the average individual rate of return for composites of funded retail taxable and IRA accounts in the Core portfolio strategy with a 90/10 stock-to-bond allocation. Users in the âauto-deposit onâ groups earned nearly an additional 2.5% over the last year, 3% annualized over 5 years, and 2% annualized over 10 years. The âauto-deposit onâ groups include clients with auto-deposit turned on for at least 90% of the days in the relevant period. The âauto-deposit offâ groups include clients with auto-deposit turned off for at least 90% of the days in the relevant period. Note that due to the eligibility criteria for Bettermentâs advisory fee tiers, clients in the âauto-deposit offâ groups are more likely to have been subject to Bettermentâs $4 monthly fee in 2024, and this may have impacted their returns, along with other factors." 1780 }; 1781 1782 window.claimsByRef["211"] = { 1783 primary: "Reported advisor count based on Betterment internal data as of 3/10/25.\n\n", 1784 secondary: "" 1785 }; 1786 1787 window.claimsByRef["212"] = { 1788 primary: "As of 12/31/2024, and inception date 9/7/2011. Composite annual time-weighted returns: 12.7% over 1 year, 7.9% over 5 years, and 7.8% over 10 years. Composite performance calculated based on the dollar-weighted average of actual client time-weighted returns for the Core portfolio at 90/10 allocation, net of fees, includes dividend reinvestment, and excludes the impact of cash flows. Performance not guaranteed, investing involves risk.", 1789 secondary: "" 1790 }; 1791 1792 window.claimsByRef["224"] = { 1793 primary: "Based on Betterment internal data as of 12/31/24.", 1794 secondary: "" 1795 }; 1796 1797 window.claimsByRef["226"] = { 1798 primary: "Based on Betterment internal data March 2024 - February 2025.", 1799 secondary: "" 1800 }; 1801 1802 window.claimsByRef["229"] = { 1803 primary: "As of 5/2/2025. Betterment Core composite actual time-weighted returns: 10.52% over 1 year, 12.35% over 5 years, and 7.30% over 10 years as of 5/2/2025. Composite performance calculated based on the dollar weighted average of actual client time-weighted returns for the Core portfolio at 90/10 allocation, net fees. Performance not guaranteed, investing involves risk.", 1804 secondary: "" 1805 }; 1806 1807 window.claimsByRef["230"] = { 1808 primary: "Based on Betterment internal data as of 2/10/25.", 1809 secondary: "" 1810 }; 1811 1812 window.claimsByRef["231"] = { 1813 primary: "Based on Betterment internal data as of 5/12/25.", 1814 secondary: "" 1815 }; 1816 1817 window.claimsByRef["233"] = { 1818 primary: "Based on 2022-2023. Tax Loss Harvesting (TLH) is not suitable for all investors. Consider your personal circumstances before deciding whether to utilize Bettermentâs TLH feature. Fee coverage and estimated tax savings based on Betterment internal
1818calculations. <a href=\"#hs_cos_wrapper_footer_disclosures_set\" rel=\"noopener\">See more in disclosures.</a>", 1819 secondary: "Based on actual advisory fees paid on taxable accounts only for Betterment individual retail client users in 2022-2023. Tax savings calculations are based on clientsâ self-reported income, tax filing status, and reported number of dependents, and they assume the standard deduction. Bettermentâs calculations do not take into account the effects of any trades that may have occurred outside of Betterment in clientsâ external accounts. This figure pertains to 2022 only, and does not consider any losses or gains from prior years. Note that harvest opportunities vary depending on market conditions in a given calendar year; 2022 may not be representative. Tax savings through TLH are not a measure of investment performance and results are not guaranteed. Please see Bettermentâs TLH White Paper and TLH Disclosure for more information. Betterment is not a licensed tax advisor. Tax Loss Harvesting (TLH) is not suitable for all investors, and certain conditions apply; consider your personal circumstances before deciding whether to utilize Bettermentâs TLH feature." 1820 }; 1821 1822 window.claimsByRef["236"] = { 1823 primary: "Based on betterment internal data as of 6.2.25.", 1824 secondary: "" 1825 }; 1826 1827 window.claimsByRef["237"] = { 1828 primary: "The data in this email is based on a snapshot from and may not reflect the current state of your plan. For the latest information, please log in. Invested by employees reflects total 2025 contributions from employees eligible to contribute. Employee participation is the percentage of eligible, actively employed participants with funded accounts, including those added in 2025. Average employee contribution is the current average percentage deferral rate among active contributors and excludes those contributing only a dollar amount. Eligible employees added is the total number of contribution-eligible employees added to your plan in 2025.", 1829 secondary: "" 1830 }; 1831 1832 window.claimsByRef["238"] = { 1833 primary: "Based on betterment internal data April 2024 - March 2025.", 1834 secondary: "" 1835 }; 1836 1837 window.claimsByRef["239"] = { 1838 primary: "Based on betterment internal data April 2024 - March 2025.", 1839 secondary: "" 1840 }; 1841 1842 window.claimsByRef["240"] = { 1843 primary: "Based on betterment internal data April 2024 - April 2025.", 1844 secondary: "" 1845 }; 1846 1847 window.claimsByRef["241"] = { 1848 primary: "Based on Betterment internal data September 2010 - March 2025.", 1849 secondary: "" 1850 }; 1851 1852 window.claimsByRef["242"] = { 1853 primary: "Based on Betterment internal data September 2010 - March 2025.", 1854 secondary: "" 1855 }; 1856 1857 window.claimsByRef["246"] = { 1858 primary: "Year-to-Date refers to the time period of December 31, 2024 to June 30, 2025. Benchmark performance information is based on returns data from Bloomberg. The inception date Of the Core portfolio strategy is September 7, 2011. âCore Portfolioâ represents the Betterment Core portfolio strategy at the 90% stocks/ 10% bonds risk level. Index performance is for illustrative purposes only. Index performance does not reflect any of Bettermentâs management fees, transaction costs or fund expenses. You cannot invest directly in an index. Hypothetical performance information for the Betterment portfolio allocations is based on the time-weighted returns of Betterment portfolios with primary tickers that are at the target allocation every market day (this assumes portfolios are rebalanced daily at market closing prices). Dividends are assumed to be reinvested in the fund from which the dividend was distributed. Performance information presented reflects the impact of market conditions over the period displayed. Market conditions can and will impact performance (including economic crises, political discord, interest rates, exchange rates, and social events). Betterment allocations reflect portfolio holdings as of June 30, 2025 and are net of fund fees and are net of an annual 0.25% management fee, which is the maximum management fee charged by Betterment to Betterment at Work 401(k) plans and participants; however, individual plan fees may vary. The performance information is not net of additional fees for recordkeeping that may be charged to a plan or plan participants. Hypothetical performance information does not include deposits or withdrawals over the performance peri
1858od. These portfolio allocations are not representative of the performance of any actual Betterment account and actual client experience may vary because of factors including, individual deposits and withdrawals, secondary tickers present in the portfolio through tax loss harvesting, allowed portfolio drift, rebalancing, transactions that do not occur at close of day prices, and differences in holdings between tax-advantaged and taxable portfolios. As such, it is not recommended to use model performance in making investing decisions. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance is not indicative of future results. ", 1859 secondary: "" 1860 }; 1861 1862 window.claimsByRef["248"] = { 1863 primary: "Betterment: Weighted average as of 6/30/25 based on CORE portfolio (90% equity/10% fixed portfolio). \nHI: Weighted average of mutual fund as of 3/31/24 for all plan participants invested in Human Interest.", 1864 secondary: "" 1865 }; 1866 1867 window.claimsByRef["254"] = { 1868 primary: "<span style=\"font-size: 12px;\">Betterment primarily earns revenue through advisory fees (AUM-based or flat monthly fees). Betterment also earns revenue from cash sweep program banks, securities lending activities, and payment for order flow. <a href=\"https://www.betterment.com/legal/fee-disclosure\" rel=\"noopener\">Learn more</a>.</span>", 1869 secondary: "" 1870 }; 1871 1872 window.claimsByRef["262"] = { 1873 primary: "Based on Betterment clients with TLH enabled and platform fees incurred; excludes others. Reflects full account history, which varies by user. Estimated tax savings are illustrative and based on current tax ratesâactual results may vary. Not guaranteed. Consult a tax advisor.", 1874 secondary: "" 1875 }; 1876 1877 window.claimsByRef["263"] = { 1878 primary: "As of 6/30/2025. Betterment Core composite actual time-weighted returns: 9.08% year-to-date, 15.40% over 1 year, 12.39% over 5 years, and 8.14% over 10 years. Composite performance is calculated based on the dollar-weighted average of actual client time-weighted returns for the Core portfolio at a 90/10 allocation, net of fees. Performance is not guaranteed, and investing involves risk.", 1879 secondary: "" 1880 }; 1881 1882 window.claimsByRef["264"] = { 1883 primary: "<span style=\"font-size: 12px;\">Betterment primarily earns revenue through advisory fees (AUM-based or flat monthly fees). Betterment also earns revenue from cash sweep program banks, securities lending activities, and payment for order flow. <a href=\"https://www.betterment.com/legal/fee-disclosure\" rel=\"noopener\">Learn more</a>.</span>", 1884 secondary: "" 1885 }; 1886 1887 window.claimsByRef["270"] = { 1888 primary: "Based on Betterment internal data as of 8/25/2025.", 1889 secondary: "" 1890 }; 1891 1892 window.claimsByRef["271"] = { 1893 primary: "Median based on Betterment internal data, January 2025 - October 2025. ", 1894 secondary: "" 1895 }; 1896 1897 window.claimsByRef["275"] = { 1898 primary: "Based on Betterment Internal Data as of 10/20/2025.", 1899 secondary: "" 1900 }; 1901 1902 window.claimsByRef["282"] = { 1903 primary: "The data in this email is based on a snapshot from 12/17/2025 and may not reflect the current state of your plan. For the latest information, please log in.<br>Invested by Employees reflects total year-to-date employee payroll contributions from eligible participants with successful payroll contribution cashflows. Employee Participation represents the percentage of eligible, actively employed participants who hold a funded 401(k) balance. Average Participant Balance is the average 401(k) balance among funded participants. Claimed Accounts represents the percentage of eligible, active employees who have claimed their 401(k) account. Average Employee Contribution Rate includes only contributing participants deferring by percentage (not dollar amount). Average Employee Contribution Amount includes only contributing participants deferring by dollar amount (not percentage).", 1904 secondary: "" 1905 }; 1906 1907 window.claimsByRef["285"] = { 1908 primary: "Based on Betterment Internal Data as of 12/18/2025.", 1909 secondary: "" 1910 }; 1911 1912 window.claimsByRef["286"] = { 1913 primary: "Based on Betterment Internal Data as of 12/23/2025.", 1914 secondary: "" 1915 }; 1916 1917 window.claimsByRef["287"] = { 1918 primary: "Based on Betterment Internal Data 1/2/2025 to 12/3/2025.", 1919 secondary: "" 1920 }; 1921 1922 window.claimsByRef["289"] = { 1923 primary: "As of 12/31/2025. Composite annual time-weighted returns: 20.06% over 1 year, 9.32% over 5 years, and 10.06% over 10 years. Composite performance calculated based on the dollar-weighted average of actual client time-weighted returns for the Core portfolio at 90/10 allocation, net of fees, includes dividend reinvestment, and excludes the impact of cash flows. Performance not guaranteed, investing involves risk.", 1924 secondary: "" 1925 }; 1926 1927 window.claimsByRef["290"] = {
1928 primary: "Based on Bettermentâs internal calculations for the Core portfolio over 5 years. Users in the âauto-deposit onâ groups earned an additional 0.6% over the last year and 1.6% annualized over 10 years. <a href=\"#hs_cos_wrapper_footer_disclosures_set\" rel=\"noopener\">See more in disclosures.</a>", 1929 secondary: "Calculation as of 12/31/2025, and reflects the average individual rate of return for composites of funded retail taxable and IRA accounts in the Core portfolio strategy with a 90/10 stock-to-bond allocation. Users in the âauto-deposit onâ groups earned an additional 0.6% over the last year, 3.6% annualized over 5 years, and 1.6% annualized over 10 years. The âauto-deposit onâ groups include clients with auto-deposit turned on for at least 90% of the days in the relevant period. The âauto-deposit offâ groups include clients with auto-deposit turned off for at least 90% of the days in the relevant period. Note that due to the eligibility criteria for Bettermentâs advisory fee tiers, clients in the âauto-deposit offâ groups are more likely to have been subject to Bettermentâs $5 monthly fee in 2025, and this may have impacted their returns, along with other factors.\"" 1930 }; 1931 1932 window.claimsByRef["291"] = { 1933 primary: "<span>Based on Betterment internal data as of 1/12/2026. </span>", 1934 secondary: "" 1935 }; 1936 1937 window.claimsByRef["296"] = { 1938 primary: "<span>Based on Betterment internal data as of 3/9/26.</span>", 1939 secondary: "" 1940 }; 1941 1942 window.claimsByRef["297"] = { 1943 primary: "<span>Based on Betterment internal data as of 3/9/26.</span>", 1944 secondary: "" 1945 }; 1946 1947 window.claimsByRef["298"] = { 1948 primary: "<span>Based on Betterment internal data as of 3/9/26.</span>", 1949 secondary: "" 1950 }; 1951 1952 window.claimsByRef["299"] = { 1953 primary: "<span>Based on Betterment internal data as of 3/9/26.</span>", 1954 secondary: "" 1955 }; 1956 1957 window.claimsByRef["307"] = { 1958 primary: "<span>Based on Betterment internal data as of 12/31/2025.</span>", 1959 secondary: "" 1960 }; 1961 1962 window.claimsByRef["308"] = { 1963 primary: "<span>Based on Betterment internal data October 2025 - March 2026.</span>", 1964 secondary: "" 1965 }; 1966 1967 window.claimsByRef["309"] = { 1968 primary: "<span>Based on Betterment internal data as of 3/28/2026</span>", 1969 secondary: "" 1970 }; 1971 1972 window.claimsByRef["310"] = { 1973 primary: "<span>Based on Betterment internal data as of 3/9/26.</span>", 1974 secondary: "" 1975 }; 1976 1977 window.claimsByRef["311"] = { 1978 primary: "<span>Based on Betterment internal data as of 3/9/26.</span>", 1979 secondary: "" 1980 }; 1981 1982 window.claimsByRef["313"] = { 1983 primary: "<span>Based on Betterment internal data October 2025 - March 2026.</span>", 1984 secondary: "" 1985 }; 1986 1987 window.claimsByRef["AC-348"] = { 1988 primary: "<span>Based on Betterment internal data as of 3/9/2026.</span>", 1989 secondary: "" 1990 }; 1991 1992 window.claimsByRef["AC-349"] = { 1993 primary: "<span>Based on Betterment internal data as of 3/9/2026.</span>", 1994 secondary: "" 1995 }; 1996 1997 window.claimsByRef["AC-361"] = { 1998 primary: "<span>Based on Betterment internal data as of 8/7/2026.</span>", 1999 secondary: "" 2000 }; 2001 2002 window.claimsByRef["AC-365"] = { 2003 primary: "<span>Based on Betterment internal data as of 8/12/26.</span>", 2004 secondary: "" 2005 }; 2006 2007 window.claimsByRef["AC-366"] = { 2008 primary: "<span>Based on Betterment internal data as of 8/12/26.</span>", 2009 secondary: "" 2010 }; 2011 2012 window.claimsByRef["AC-367"] = { 2013 primary: "<span>Based on Betterment sponsored survey as of 4/3/2026.</span>", 2014 secondary: "" 2015 }; 2016 2017 window.claimsByRef["AC-368"] = { 2018 primary: "<span>Based on Betterment sponsored survey as of 4/3/2026.</span>", 2019 secondary: "" 2020 }; 2021 2022 window.claimsByRef["AC-369"] = { 2023 primary: "<span>Based on 2022-2025 retail taxable accounts with TLH enabled for at least 1 yr. Tax savings use self-reported income, filing status, and dependents, and excludes transactions at other brokerages. Applies 2025 tax rates to all harvested losses (long-term/short-term rates as applicable), assuming full use against taxable gains. Not performance; not guaranteed. Disclosures at <a href=\"https://www.betterment.com/detail
2023s\" rel=\"noopener\">Betterment.com/details.</a></span>", 2024 secondary: "Based on actual advisory fees paid from 2022-2025 on taxable accounts while TLH was enabled for Betterment individual retail clients who had TLH enabled for at least one year during that period. Tax savings are calculated based on clientsâ self-reported income, tax filing status, and dependents; assume the standard deduction; and do not consider transactions at other brokerages. Rather than calculating year-by-year tax outcomes, tax savings estimates apply 2025 tax rates to total harvested losses over the period, using clientsâ assumed long-term capital gains tax rate for long-term losses and ordinary income tax rate for short-term losses. Estimates assume clients were able to fully use harvested losses to offset taxable gains. Tax savings are not a measure of investment performance, vary by year, and are not guaranteed. Betterment does not provide tax advice. TLH is not suitable for all investors. Please see Bettermentâs <a href=\"https://www.betterment.com/resources/tax-loss-harvesting-methodology\" rel=\"noopener\">TLH White Paper</a> and <a href=\"https://www.betterment.com/legal/tax-loss-harvesting\" rel=\"noopener\">TLH Disclosure</a> for more information." 2025 }; 2026 2027 window.claimsByRef["AC-376"] = { 2028 primary: "Based on Betterment internal data as of 3/2/26.", 2029 secondary: "" 2030 }; 2031 2032 window.claimsByRef["AC-377"] = { 2033 primary: "Based on Betterment internal data as of 3/2/26.", 2034 secondary: "" 2035 }; 2036 2037 window.claimsByRef["AC-378"] = { 2038 primary: "Based on Betterment internal data as of 3/9/26.", 2039 secondary: "" 2040 }; 2041 2042 window.claimsByRef["AC-383"] = { 2043 primary: "<span>Based on Betterment internal data as of 6/29/26.</span>", 2044 secondary: "" 2045 }; 2046 2047 window.claimsByRef["AC-384"] = { 2048 primary: "<span>Based on Betterment internal data as of 6/29/26.</span>", 2049 secondary: "" 2050 }; 2051 2052 window.claimsByRef["AC-385"] = { 2053 primary: "<span>Based on Betterment internal data as of 6/29/26.</span>", 2054 secondary: "" 2055 }; 2056 2057 window.claimsByRef["AC-386"] = { 2058 primary: "<span>Based on Betterment internal data as of 6/29/26.</span>", 2059 secondary: "" 2060 }; 2061 2062 window.claimsByRef["AC-387"] = { 2063 primary: "<span>Based on Betterment internal data as of 6/29/26.</span>", 2064 secondary: "" 2065 }; 2066 2067 window.claimsByRef["AC-388"] = { 2068 primary: "<span>Based on Betterment internal data as of 6/29/26.</span>", 2069 secondary: "" 2070 }; 2071 2072 window.claimsByRef["AC-389"] = { 2073 primary: "<span>Based on Betterment internal data as of 6/29/26.</span>", 2074 secondary: "" 2075 }; 2076 2077 window.claimsByRef["AC-390"] = { 2078 primary: "<span>Based on Betterment internal data as of 6/29/26.</span>", 2079 secondary: "" 2080 }; 2081 2082 2083 function renderClaimsByRef(){ 2084 var nodes = document.querySelectorAll('[data-claim-ref]'); 2085 nodes.forEach(function(node){ 2086 var ref = (node.getAttribute('data-claim-ref') || '').trim(); 2087 var field = (node.getAttribute('data-claim-field') || 'primary').trim(); // 'primary' or 'secondary' 2088 var rec = window.claimsByRef && window.claimsByRef[ref]; 2089 if (rec && rec[field] && rec[field].length) { 2090 node.innerHTML = rec[field]; // render the HTML from HubDB 2091 } else { 2092 var fb = node.getAttribute('data-claim-fallback'); 2093 if (fb) node.textContent = fb; // optional fallback message 2094 } 2095 }); 2096 } 2097 2098 if (document.readyState === 'loading') { 2099 document.addEventListener('DOMContentLoaded', renderClaimsByRef); 2100 } else { 2101 renderClaimsByRef(); 2102 } 2103})(); 2104</script>
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2260 2261 2262 2263 2264 2265 2266 2267 2268 2269 2270<div class=""> 2271 2272 <div class="bt-courtesy-nav bt-section bg-black white"> 2273 <div class="bt-container"> 2274 <nav aria-label="Skip links"> 2275 <a href="#main-content" class="header__skip" tabindex="0" data-interaction-listener-registered="true">Skip to main content</a> 2276 <a href="#footer" class="header__skip" tabindex="0" data-interaction-listener-registered="true">Skip to footer</a> 2277 </nav> 2278 <div> 2279 2280 2281 2282 2283 2284 2285 2286 2287 2288 2289 2290 2291 2292 <nav id="courtesy-nav" class="bt-courtesy-nav-list flex-wrap flex-middle flex-spaceBetween " data-behavior-large-screen-nav="" aria-label="Audience navigation"> 2293 <div class="solutions-info"> 2294 2295 <ul class="flex-wrap"> 2296 2297 <li class="item active-lob" id="menu-item-Individuals"> 2298 <a href="/" class="item-link grey90" data-event="Individuals" data-track-event="ElementClicked" data-track-name="Individuals" 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2368 <span> 2369 <span class="bt-icon pointer"> 2370 <svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 16 16" aria-label="Open menu" role="img"> 2371 <title>Open menu</title> 2372 <path id="for-open" d="M0 9V7h16v2H0zm0-4V3h16v2H0zm0 8v-2h16v2H0z"></path> 2373 </svg> 2374 </span> 2375 </span> 2376 </div> 2377 2378 2379 <div class="nav-wrapper flex-wrap flex-middle"> 2380 2381 <div class="nav-overlay"></div> 2382 <div class="nav-content flex"> 2383 <div class="menu-header flex justify-content-end align-center px16 py24"> 2384 <div class="height24"><svg class="close-icon-mobile-menu pointer p12" style="margin-right:-0.7rem" width="39" tabindex="0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 16 16" aria-label="Open menu" role="button"><title>Close menu</title><path id="for-close" d="M14.6 0L8 6.6 1.4 0 0 1.4 6.6 8 0 14.6 1.4 16 8 9.4l6.6 6.6 1.4-1.4L9.4 8 16 1.4 14.6 0z"></path></svg></div> 2385 </div> 2386 <nav role="navigation" data-behavior-large-screen-nav="" aria-label="Main site navigation"> 2387 <div> 2388 <ul class="menu flex-wrap flex-middle" role="list"> 2389 2390 2391 2392 2393 2394 2395 2396 2397 2398 <li id="menu-item-0-60a29a01ba7a2bcce2c6181ceea367d6" class="menu-item menu-item_depth-1 menu-item_depth-1-hover menu-item-has-children"> 2399 2400 <button type="button" class="grey90 position-relative menu-item-trigger " data-event="Invest" data-track-event="ElementClicked" data-track-name="Invest" data-track-module="TopNav" id="menu-item-0-60a29a01ba7a2bcce2c6181ceea367d6-trigger" aria-controls="menu-item-0-60a29a01ba7a2bcce2c6181ceea367d6-control" aria-expanded="false"> 2401 <span>Invest</span> 2402 <svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewbox="0 0 20 20"> 2403 <path d="M10.5426 8.71158L6.70924 12.5449L5.83105 11.6667L10.5426 6.9552L15.2541 11.6667L14.3759 12.5449L10.5426 8.71158Z" fill="currentColor" /> 2404 </svg> 2405 </button> 2406 2407 2408 2409 2410 2411 <div class="sub-menu left-0" id="menu-item-0-60a29a01ba7a2bcce2c6181ceea367d6-control" aria-labelledby="menu-item-0-60a29a01ba7a2bcce2c6181ceea367d6-trigger"> 2412 <div class="sub-menu-header flex justify-content-between mb24"> 2413 <div><svg class="back-icon-mobile-menu pointer p12 mt4" tabindex="0" xmlns="http://www.w3.org/2000/svg" width="39" height="39" viewbox="0 0 6 10" fill="none"><path d="M4.71152 9.42304L0 4.71152L4.71152 0L5.58971 0.878188L1.75638 4.71152L5.58971 8.54485L4.71152 9.42304Z" fill="#212121" /></svg></div> 2414 <div class="bt-body100 mt10">Invest</div> 2415 <svg class="close-icon-mobile-menu pointer p12" style="margin-right:-0.7rem" width="39" tabindex="0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 16 16" aria-label="Open menu" role="button"><title>Close menu</title><path id="for-close" d="M14.6 0L8 6.6 1.4 0 0 1.4 6.6 8 0 14.6 1.4 16 8 9.4l6.6 6.6 1.4-1.4L9.4 8 16 1.4 14.6 0z"></path></svg> 2416 </div> 2417 2418 <div class="columns"> 2419 2420 2421 2422 <div class="column width100"> 2423 2424 <ul class=""> 2425 2426 <li id="menu-item-208986cdbf8b72cc8b46161b4affbe8b" class="mb16 menu-item menu-item-208986cdbf8b72cc8b46161b4affbe8b menu-item_depth-2"> 2427 <a href="https://www.betterment.com/investing" target="_self" rel="" data-event="Automated investing" data-track-event="ElementClicked" data-track-name="Automated investing" data-track-module="TopNav" data-itemindex="0" tabindex="0"> 2428 <div class="flex flex-middle"> 2429 <div class="link-title grey90"> 2430 Automated investing 2431 </div> 2432 2433 <div class="flex flex-middle rounded42 height24 px8 bt-body25 2434 uppercase whitespace-nowrap ml8 bg-teal20 teal95"> 2435 Popular 2436 </div> 2437 2438 </div> 2439 2440 <div class="bt-body50 mt2 2441 grey70">
2442 <span>Get a globally diversified portfolio that we build and manage for you. <br></span> 2443 </div> 2444 2445 </a> 2446 </li> 2447 2448 <li id="menu-item-e9f3e01335524bb27f0938d3b7d7a452" class="mb16 menu-item menu-item-e9f3e01335524bb27f0938d3b7d7a452 menu-item_depth-2"> 2449 <a href="https://www.betterment.com/ira-and-401k" target="_self" rel="" data-event="Retirement" data-track-event="ElementClicked" data-track-name="Retirement" data-track-module="TopNav" data-itemindex="1" tabindex="0"> 2450 <div class="flex flex-middle"> 2451 <div class="link-title grey90"> 2452 Retirement 2453 </div> 2454 2455 </div> 2456 2457 <div class="bt-body50 mt2 2458 grey70"> 2459 <span>Save with tax-advantaged traditional, Roth, and SEP IRAs.</span> 2460 </div> 2461 2462 </a> 2463 </li> 2464 2465 <li id="menu-item-0d6c202c231b044f028c2341852ca67d" class="mb16 menu-item menu-item-0d6c202c231b044f028c2341852ca67d menu-item_depth-2"> 2466 <a href="//betterment.com/self-directed-investing" target="_self" rel="" data-event="Self-directed investing" data-track-event="ElementClicked" data-track-name="Self-directed investing" data-track-module="TopNav" data-itemindex="2" tabindex="0"> 2467 <div class="flex flex-middle"> 2468 <div class="link-title grey90"> 2469 Self-directed investing 2470 </div> 2471 2472 </div> 2473 2474 <div class="bt-body50 mt2 2475 grey70"> 2476 <span>Select and manage your investments with tax guidance youâll only get here.</span> 2477 </div> 2478 2479 </a> 2480 </li> 2481 2482 <li id="menu-item-a691f9c795491f63b27601937c157a69" class="mb16 menu-item menu-item-a691f9c795491f63b27601937c157a69 menu-item_depth-2"> 2483 <a href="https://www.betterment.com/custom-portfolios" target="_self" rel="" data-event="Custom portfolios" data-track-event="ElementClicked" data-track-name="Custom portfolios" data-track-module="TopNav" data-itemindex="3" tabindex="0"> 2484 <div class="flex flex-middle"> 2485 <div class="link-title grey90"> 2486 Custom portfolios 2487 </div> 2488 2489 <div class="flex flex-middle rounded42 height24 px8 bt-body25 2490 uppercase whitespace-nowrap ml8 bg-teal20 teal95"> 2491 New 2492 </div> 2493 2494 </div> 2495 2496 <div class="bt-body50 mt2 2497 grey70"> 2498 <span>Pick your own stocks and ETFs. We automate the rest for you.</span> 2499 </div> 2500 2501 </a> 2502 </li> 2503 2504 </ul> 2505 </div> 2506 2507 2508 2509 2510 2511 <div class="column width100"> 2512 2513 <ul class=""> 2514 2515 <li id="menu-item-c649ee25c300b999cb7f5fac900ba72b" class="mb16 menu-item menu-item-c649ee25c300b999cb7f5fac900ba72b menu-item_depth-2"> 2516 <a href="https://www.betterment.com/investments" target="_self" rel="" data-event="Portfolio options" data-track-event="ElementClicked" data-track-name="Portfolio options" data-track-module="TopNav" data-itemindex="0" tabindex="0"> 2517 <div class="flex flex-middle"> 2518 <div class="link-title grey90"> 2519 Portfolio options 2520 </div> 2521 2522 </div> 2523 2524 </a> 2525 </li> 2526 2527 <li id="menu-item-f444a3995c9177d1fcf3720732ae5941" class="mb16 menu-item menu-item-f444a3995c9177d1fcf3720732ae5941 menu-item_depth-2"> 2528 <a href="https://www.betterment.com/performance" target="_self" rel="" data-event="Historical performance" data-track-event="ElementClicked" data-track-name="Historical performance" data-track-module="TopNav" data-itemindex="1" tabindex="0"> 2529 <div class="flex flex-middle"> 2530 <div class="link-title grey90"> 2531 Historical performance 2532 </div> 2533 2534 </div> 2535 2536 </a> 2537 </li> 2538 2539 <li id="menu-item-82124dd4e91d3d6c91a8a931761c53d9" class="mb16 menu-item menu-item-82124dd4e91d3d6c91a8a931761c53d9 menu-item_depth-2"> 2540 <a href="https://www.betterment.com/taxes" target="_self" rel="" data-event="Tax-saving technology" data-track-event="ElementClicked" data-track-name="Tax-saving technology" data-track-module="TopNav" data-itemindex="2" tabindex="0"> 2541 <div class="flex flex-middle"> 2542 <div class="link-title grey90"> 2543 Tax-saving technology 2544 </div> 2545 2546 </div> 2547 2548 </a> 2549 </li> 2550 2551 <li id="menu-item-837380f7a0360d8d528a9909ee304238" class="mb16 menu-item menu-item-837380f7a0360d8d528a9909ee304238 menu-item_depth-2"> 2552 <a href="https://www.betterment.com/premium" target="_self" rel="" data-event="Work with an advisor" data-track-event="ElementClicked" data-track-name="Work with an advisor" data-track-module="TopNav" data-itemindex="3" tabindex="0"> 2553 <div class="flex flex-middle"> 2554 <div class="link-title grey90"> 2555 Work with an advisor 2556 </div> 2557 2558 </div> 2559 2560 </a> 2561 </li> 2562 2563 <li id="menu-item-98ba560aab5e9018612fc9c23bc05871" class="mb16 menu-item menu-item-98ba560aab5e9018612fc9c23bc05871 menu-item_depth-2"> 2564 <a href="https://www.betterment.com/securities-lending" target="_self" rel="" data-event="Securities lending" data-track-event="ElementClicked" data-track-name="Securities lending" data-track-module="TopNav" data-itemindex="4" tabindex="0"> 2565 <div class="flex flex-middle"> 2566 <div class="link-title grey90"> 2567 Securities lending 2568 </div> 2569 2570 </div> 2571 2572 <div class="bt-body50 mt2 2573 grey70"> 2574 Earn extra income by lending your stocks and ETFs. 2575 </div> 2576 2577 </a> 2578 </li> 2579 2580 </ul> 2581 </div> 2582 2583 2584 </div> 2585 2586 2587 2588 <div class="callout-box px20 py32 flex flex-column bg-grey10"> 2589 2590 2591 2592 <img src="https://www.betterment.com/hubfs/Offers/Investing%20Offer%20$2000.png" alt="Investing Offer $2000" class="background-size_cover rounded4 width100"> 2593 2594 2595 2596 2597 <div class="bt-title7 pt12 grey90"> 2598 Start investing with Betterment today and earn up to $2,000! Terms apply. 2599 </div> 2600 2601 2602 2603 <a class="width-fit-content highlight-cta mt4" href="https://www.betterment.com/investing?utm_campaign=tiered_investing_2026" target="_self" rel="" data-event="Claim offer" data-track-event="ElementClicked" data-track-name="Claim offer" data-track-module="TopNav" tabindex="0">
2604 <span class="button-link-medium">Claim offer</span> 2605 </a> 2606 2607 </div> 2608 2609 2610 </div> 2611 2612 </li> 2613 2614 2615 2616 2617 2618 2619 2620 2621 2622 <li id="menu-item-1-069b30db06d047a398f9eb0940d3279c" class="menu-item menu-item_depth-1 menu-item_depth-1-hover menu-item-has-children"> 2623 2624 <button type="button" class="grey90 position-relative menu-item-trigger " data-event="Cash" data-track-event="ElementClicked" data-track-name="Cash" data-track-module="TopNav" id="menu-item-1-069b30db06d047a398f9eb0940d3279c-trigger" aria-controls="menu-item-1-069b30db06d047a398f9eb0940d3279c-control" aria-expanded="false"> 2625 <span>Cash</span> 2626 <svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewbox="0 0 20 20"> 2627 <path d="M10.5426 8.71158L6.70924 12.5449L5.83105 11.6667L10.5426 6.9552L15.2541 11.6667L14.3759 12.5449L10.5426 8.71158Z" fill="currentColor" /> 2628 </svg> 2629 </button> 2630 2631 2632 2633 2634 2635 <div class="sub-menu left-0" id="menu-item-1-069b30db06d047a398f9eb0940d3279c-control" aria-labelledby="menu-item-1-069b30db06d047a398f9eb0940d3279c-trigger"> 2636 <div class="sub-menu-header flex justify-content-between mb24"> 2637 <div><svg class="back-icon-mobile-menu pointer p12 mt4" tabindex="0" xmlns="http://www.w3.org/2000/svg" width="39" height="39" viewbox="0 0 6 10" fill="none"><path d="M4.71152 9.42304L0 4.71152L4.71152 0L5.58971 0.878188L1.75638 4.71152L5.58971 8.54485L4.71152 9.42304Z" fill="#212121" /></svg></div> 2638 <div class="bt-body100 mt10">Cash</div> 2639 <svg class="close-icon-mobile-menu pointer p12" style="margin-right:-0.7rem" width="39" tabindex="0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 16 16" aria-label="Open menu" role="button"><title>Close menu</title><path id="for-close" d="M14.6 0L8 6.6 1.4 0 0 1.4 6.6 8 0 14.6 1.4 16 8 9.4l6.6 6.6 1.4-1.4L9.4 8 16 1.4 14.6 0z"></path></svg> 2640 </div> 2641 2642 <div class="columns"> 2643 2644 2645 2646 <div class="column width100"> 2647 2648 <ul class=""> 2649 2650 <li id="menu-item-edcde7079a023533f9785bb28a31bed4" class="mb16 menu-item menu-item-edcde7079a023533f9785bb28a31bed4 menu-item_depth-2"> 2651 <a href="https://www.betterment.com/cash-reserve" target="_self" rel="" data-event="High-yield cash" data-track-event="ElementClicked" data-track-name="High-yield cash" data-track-module="TopNav" data-itemindex="0" tabindex="0"> 2652 <div class="flex flex-middle"> 2653 <div class="link-title grey90"> 2654 High-yield cash 2655 </div> 2656 2657 </div> 2658 2659 <div class="bt-body50 mt2 2660 grey70"> 2661 <span>No fees or minimums. FDIC insured up to $8M (joint). Unlimited withdrawals. Variable APY.<br></span> 2662 </div> 2663 2664 </a> 2665 </li> 2666 2667 <li id="menu-item-195917574edc9b6bbeb5be9785b6a479" class="mb16 menu-item menu-item-195917574edc9b6bbeb5be9785b6a479 menu-item_depth-2"> 2668 <a href="https://www.betterment.com/checking" target="_self" rel="" data-event="Checking" data-track-event="ElementClicked" data-track-name="Checking" data-track-module="TopNav" data-itemindex="1" tabindex="0"> 2669 <div class="flex flex-middle"> 2670 <div class="link-title grey90"> 2671 Checking 2672 </div> 2673 2674 </div> 2675 2676 <div class="bt-body50 mt2 2677 grey70"> 2678 <span>Everyday spending with no foreign transaction or ATM withdrawal fees.</span> 2679 </div> 2680 2681 </a> 2682 </li> 2683 2684 </ul> 2685 </div> 2686 2687 2688 2689 </div> 2690 2691 2692 2693 <div class="callout-box px20 py32 flex flex-column bg-grey10"> 2694 2695 2696 2697 <picture class="background-size_cover rounded4 width100"> 2698 <source media="(max-width:1074px)" srcSet="https://5274572.fs1.hubspotusercontent-na1.net/hubfs/5274572/Retail%20Nav_Featured%20Image_CR%20offer_425.png" width=""> 2699 <img src="https://www.betterment.com/hubfs/Retail%20Nav_Featured%20Image_CR%20offer_425.png" alt="Featured Image_CR offer_425" class="background-size_cover rounded4 width100"> 2700 </picture> 2701 2702 2703 2704 2705 <div class="bt-title7 pt12 grey90"> 2706 New customer offer: 4.25% APY 2707 </div> 2708 2709 2710 <p class="bt-body50 mt4 grey90">
2711 <span>Unlock our highest variable rate of the year!</span> 2712 </p> 2713 2714 2715 <a class="width-fit-content highlight-cta mt4" href="https://www.betterment.com/affiliate-partner-offer" target="_self" rel="" data-event="Claim offer" data-track-event="ElementClicked" data-track-name="Claim offer" data-track-module="TopNav" tabindex="0"> 2716 <span class="button-link-medium">Claim offer</span> 2717 </a> 2718 2719 </div> 2720 2721 2722 </div> 2723 2724 </li> 2725 2726 2727 2728 2729 2730 2731 2732 2733 2734 <li id="menu-item-2-e9f3e01335524bb27f0938d3b7d7a452" class="menu-item menu-item_depth-1 menu-item_depth-1-hover menu-item-has-children"> 2735 2736 <button type="button" class="grey90 position-relative menu-item-trigger " data-event="Retirement" data-track-event="ElementClicked" data-track-name="Retirement" data-track-module="TopNav" id="menu-item-2-e9f3e01335524bb27f0938d3b7d7a452-trigger" aria-controls="menu-item-2-e9f3e01335524bb27f0938d3b7d7a452-control" aria-expanded="false"> 2737 <span>Retirement</span> 2738 <svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewbox="0 0 20 20"> 2739 <path d="M10.5426 8.71158L6.70924 12.5449L5.83105 11.6667L10.5426 6.9552L15.2541 11.6667L14.3759 12.5449L10.5426 8.71158Z" fill="currentColor" /> 2740 </svg> 2741 </button> 2742 2743 2744 2745 2746 2747 <div class="sub-menu left-0" id="menu-item-2-e9f3e01335524bb27f0938d3b7d7a452-control" aria-labelledby="menu-item-2-e9f3e01335524bb27f0938d3b7d7a452-trigger"> 2748 <div class="sub-menu-header flex justify-content-between mb24"> 2749 <div><svg class="back-icon-mobile-menu pointer p12 mt4" tabindex="0" xmlns="http://www.w3.org/2000/svg" width="39" height="39" viewbox="0 0 6 10" fill="none"><path d="M4.71152 9.42304L0 4.71152L4.71152 0L5.58971 0.878188L1.75638 4.71152L5.58971 8.54485L4.71152 9.42304Z" fill="#212121" /></svg></div> 2750 <div class="bt-body100 mt10">Retirement</div> 2751 <svg class="close-icon-mobile-menu pointer p12" style="margin-right:-0.7rem" width="39" tabindex="0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 16 16" aria-label="Open menu" role="button"><title>Close menu</title><path id="for-close" d="M14.6 0L8 6.6 1.4 0 0 1.4 6.6 8 0 14.6 1.4 16 8 9.4l6.6 6.6 1.4-1.4L9.4 8 16 1.4 14.6 0z"></path></svg> 2752 </div> 2753 2754 <div class="columns"> 2755 2756 2757 2758 <div class="column width100"> 2759 2760 <ul class=""> 2761 2762 <li id="menu-item-c6899f348a6e3daf7c5ec81e1b1efd27" class="mb16 menu-item menu-item-c6899f348a6e3daf7c5ec81e1b1efd27 menu-item_depth-2"> 2763 <a href="https://www.betterment.com/ira-and-401k" target="_self" rel="" data-event="Retirement accounts" data-track-event="ElementClicked" data-track-name="Retirement accounts" data-track-module="TopNav" data-itemindex="0" tabindex="0"> 2764 <div class="flex flex-middle"> 2765 <div class="link-title grey90"> 2766 Retirement accounts 2767 </div> 2768 2769 </div> 2770 2771 <div class="bt-body50 mt2 2772 grey70"> 2773 <span>Save with tax-advantaged traditional, Roth, and SEP IRAs. <br></span> 2774 </div> 2775 2776 </a> 2777 </li> 2778 2779 <li id="menu-item-6e2226fc3ee96702b82a9d7798e9823c" class="mb16 menu-item menu-item-6e2226fc3ee96702b82a9d7798e9823c menu-item_depth-2"> 2780 <a href="https://www.betterment.com/rollover" target="_self" rel="" data-event="401(k) & IRA rollovers" data-track-event="ElementClicked" data-track-name="401(k) & IRA rollovers" data-track-module="TopNav" data-itemindex="1" tabindex="0"> 2781 <div class="flex flex-middle"> 2782 <div class="link-title grey90"> 2783 401(k) & IRA rollovers 2784 </div> 2785 2786 </div> 2787 2788 <div class="bt-body50 mt2 2789 grey70"> 2790 <span>Get white-glove support moving over old retirement accounts.<br></span> 2791 </div> 2792 2793 </a> 2794 </li> 2795 2796 <li id="menu-item-b3dc43e7eb005b574c150a2b7366f1de" class="mb16 menu-item menu-item-b3dc43e7eb005b574c150a2b7366f1de menu-item_depth-2"> 2797 <a href="https://www.betterment.com/retirement" target="_self" rel="" data-event="Retirement planning" data-track-event="ElementClicked" data-track-name="Retirement planning" data-track-module="TopNav" data-itemindex="2" tabindex="0"> 2798 <div class="flex flex-middle"> 2799 <div class="link-title grey90"> 2800 Retirement planning 2801 </div> 2802 2803 </div> 2804 2805 <div class="bt-body50 mt2 2806 grey70">
2807 <span>Gain insights to help you make smarter retirement decisions.</span> 2808 </div> 2809 2810 </a> 2811 </li> 2812 2813 </ul> 2814 </div> 2815 2816 2817 2818 2819 2820 <div class="column width100"> 2821 2822 <ul class=""> 2823 2824 <li id="menu-item-d4176f9f4f0c6c0340d1a96a75b8bc78" class="mb16 menu-item menu-item-d4176f9f4f0c6c0340d1a96a75b8bc78 menu-item_depth-2"> 2825 <a href="https://www.betterment.com/solo-401k" target="_self" rel="" data-event="Solo 401(k)s" data-track-event="ElementClicked" data-track-name="Solo 401(k)s" data-track-module="TopNav" data-itemindex="0" tabindex="0"> 2826 <div class="flex flex-middle"> 2827 <div class="link-title grey90"> 2828 Solo 401(k)s 2829 </div> 2830 2831 </div> 2832 2833 <div class="bt-body50 mt2 2834 grey70"> 2835 <span>Save with a high contribution limit for self-employed individuals.</span> 2836 </div> 2837 2838 </a> 2839 </li> 2840 2841 <li id="menu-item-0fdbea1aaada86291be235e3ddcd1b1a" class="mb16 menu-item menu-item-0fdbea1aaada86291be235e3ddcd1b1a menu-item_depth-2"> 2842 <a href="https://www.betterment.com/work" target="_self" rel="" data-event="401(k) plans for your business" data-track-event="ElementClicked" data-track-name="401(k) plans for your business" data-track-module="TopNav" data-itemindex="1" tabindex="0"> 2843 <div class="flex flex-middle"> 2844 <div class="link-title grey90"> 2845 401(k) plans for your business 2846 </div> 2847 2848 </div> 2849 2850 <div class="bt-body50 mt2 2851 grey70"> 2852 <div aria-setsize="-1" id="message-list_1769012812.012859" data-qa="virtual-list-item" data-item-key="1769012812.012859" tabindex="0" role="listitem"> 2853<div data-qa="message_container" data-qa-unprocessed="false" data-qa-placeholder="false" data-msg-ts="1769012812.012859" data-msg-channel-id="C09V4LK6UD6" role="presentation"> 2854<div data-qa-hover="true" role="document" aria-roledescription="message"> 2855<div data-qa="message_content" role="presentation"> 2856<div data-qa="message-text"> 2857<div data-qa="block-kit-renderer"> 2858<div><span>Scalable retirement solutions for your employees.</span></div> 2859</div> 2860</div> 2861</div> 2862</div> 2863</div> 2864</div> 2865 </div> 2866 2867 </a> 2868 </li> 2869 2870 </ul> 2871 </div> 2872 2873 2874 </div> 2875 2876 2877 2878 <div class="callout-box px20 py32 flex flex-column bg-grey10"> 2879 2880 2881 2882 <img src="https://www.betterment.com/hubfs/Offers/Investing%20Offer%20$2000.png" alt="Investing Offer $2000" class="background-size_cover rounded4 width100"> 2883 2884 2885 2886 2887 <div class="bt-title7 pt12 grey90"> 2888 Start investing with Betterment today and earn up to $2,000! Terms apply. 2889 </div> 2890 2891 2892 2893 <a class="width-fit-content highlight-cta mt4" href="https://www.betterment.com/investing?utm_campaign=tiered_investing_2026" target="_self" rel="" data-event="Claim offer" data-track-event="ElementClicked" data-track-name="Claim offer" data-track-module="TopNav" tabindex="0"> 2894 <span class="button-link-medium">Claim offer</span> 2895 </a> 2896 2897 </div> 2898 2899 2900 </div> 2901 2902 </li> 2903 2904 2905 2906 2907 2908 2909 2910 2911 2912 <li id="menu-item-3-8d5e7e72f12067991186cdf3cb7d5d9d" class="menu-item menu-item_depth-1 menu-item_depth-1-hover "> 2913 2914 <a class="grey90 top-level-link" href="https://www.betterment.com/premium" data-event="Premium" data-track-event="ElementClicked" data-track-name="Premium" data-track-module="TopNav"> 2915 Premium 2916 </a> 2917 2918 2919 2920 2921 2922 </li> 2923 2924 2925 2926 2927 2928 2929 2930 2931 2932 <li id="menu-item-4-9461bed8b71377318436990e57106729" class="menu-item menu-item_depth-1 menu-item_depth-1-hover menu-item-has-children"> 2933 2934 <button type="button" class="grey90 position-relative menu-item-trigger " data-event="Offers" data-track-event="ElementClicked" data-track-name="Offers" data-track-module="TopNav" id="menu-item-4-9461bed8b71377318436990e57106729-trigger" aria-controls="menu-item-4-9461bed8b71377318436990e57106729-control" aria-expanded="false">
2935 <span>Offers</span> 2936 <svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewbox="0 0 20 20"> 2937 <path d="M10.5426 8.71158L6.70924 12.5449L5.83105 11.6667L10.5426 6.9552L15.2541 11.6667L14.3759 12.5449L10.5426 8.71158Z" fill="currentColor" /> 2938 </svg> 2939 </button> 2940 2941 2942 2943 2944 2945 <div class="sub-menu right-0" id="menu-item-4-9461bed8b71377318436990e57106729-control" aria-labelledby="menu-item-4-9461bed8b71377318436990e57106729-trigger"> 2946 <div class="sub-menu-header flex justify-content-between mb24"> 2947 <div><svg class="back-icon-mobile-menu pointer p12 mt4" tabindex="0" xmlns="http://www.w3.org/2000/svg" width="39" height="39" viewbox="0 0 6 10" fill="none"><path d="M4.71152 9.42304L0 4.71152L4.71152 0L5.58971 0.878188L1.75638 4.71152L5.58971 8.54485L4.71152 9.42304Z" fill="#212121" /></svg></div> 2948 <div class="bt-body100 mt10">Offers</div> 2949 <svg class="close-icon-mobile-menu pointer p12" style="margin-right:-0.7rem" width="39" tabindex="0" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 16 16" aria-label="Open menu" role="button"><title>Close menu</title><path id="for-close" d="M14.6 0L8 6.6 1.4 0 0 1.4 6.6 8 0 14.6 1.4 16 8 9.4l6.6 6.6 1.4-1.4L9.4 8 16 1.4 14.6 0z"></path></svg> 2950 </div> 2951 2952 <div class="columns"> 2953 2954 2955 2956 <div class="column width100"> 2957 2958 <ul class=""> 2959 2960 <li id="menu-item-7f0b42c9e66e48ca98297ca004542b6b" class="mb16 menu-item menu-item-7f0b42c9e66e48ca98297ca004542b6b menu-item_depth-2"> 2961 <a href="https://www.betterment.com/affiliate-partner-offer" target="_self" rel="" data-event="4.25% APY boost" data-track-event="ElementClicked" data-track-name="4.25% APY boost" data-track-module="TopNav" data-itemindex="0" tabindex="0"> 2962 <div class="flex flex-middle"> 2963 <div class="link-title grey90"> 2964 4.25% APY boost 2965 </div> 2966 2967 </div> 2968 2969 <div class="bt-body50 mt2 2970 grey70"> 2971 <span>Open a Cash Reserve account and make a deposit to get a 0.75% APY boost on up to $1M through 2/15/2027.</span> 2972 </div> 2973 2974 </a> 2975 </li> 2976 2977 <li id="menu-item-296265530d155772b2a8ec933449c086" class="mb16 menu-item menu-item-296265530d155772b2a8ec933449c086 menu-item_depth-2"> 2978 <a href="https://www.betterment.com/investing?utm_campaign=tiered_investing_2026" target="_self" rel="" data-event="Earn up to $2,000" data-track-event="ElementClicked" data-track-name="Earn up to $2,000" data-track-module="TopNav" data-itemindex="1" tabindex="0"> 2979 <div class="flex flex-middle"> 2980 <div class="link-title grey90"> 2981 Earn up to $2,000 2982 </div> 2983 2984 </div> 2985 2986 <div class="bt-body50 mt2 2987 grey70"> 2988 <span>Open any individual investing account and make a deposit to </span>earn up to $2,000 on us. 2989 </div> 2990 2991 </a> 2992 </li> 2993 2994 <li id="menu-item-4a3fd11e8eb2c51746eb4d4799df8d36" class="mb16 menu-item menu-item-4a3fd11e8eb2c51746eb4d4799df8d36 menu-item_depth-2"> 2995 <a href="https://www.betterment.com/rate" target="_self" rel="" data-event="Unlock a discounted mortgage rate" data-track-event="ElementClicked" data-track-name="Unlock a discounted mortgage rate" data-track-module="TopNav" data-itemindex="2" tabindex="0"> 2996 <div class="flex flex-middle"> 2997 <div class="link-title grey90"> 2998 Unlock a discounted mortgage rate 2999 </div> 3000 3001 </div> 3002 3003 <div class="bt-body50 mt2 3004 grey70"> 3005 Get up to 0.75% off through our partnership with Rate.<br><span style="color: #000b50; background-color: #ffffff;"></span> 3006 </div> 3007 3008 </a> 3009 </li> 3010 3011 <li id="menu-item-b297bff8ad6642851fbd2347fc63d764" class="mb16 menu-item menu-item-b297bff8ad6642851fbd2347fc63d764 menu-item_depth-2"> 3012 <a href="https://www.betterment.com/refer-a-friend-offer" target="_self" rel="" data-event="Refer a friend" data-track-event="ElementClicked" data-track-name="Refer a friend" data-track-module="TopNav" data-itemindex="3" tabindex="0"> 3013 <div class="flex flex-middle"> 3014 <div class="link-title grey90"> 3015 Refer a friend 3016 </div> 3017 3018 </div> 3019 3020 <div class="bt-body50 mt2 3021 grey70"> 3022 Invite a friend and you both earn a $150 investing bonus, and a boosted rate of 4.25% variable APY boost! Terms apply. 3023 </div> 3024 3025 </a> 3026 </li> 3027 3028 </ul> 3029 </div> 3030 3031 3032 3033 </div> 3034 3035 3036 3037 <div class="callout-box px20 py32 flex flex-column bg-grey10"> 3038 3039 3040 3041 <img src="https://www.betterment.com/hubfs/Multi-reward%20RAF%20ice%20cream%20photo-2.png" alt="Multi-reward RAF 4.25" class="background-size_cover rounded4 width100"> 3042 3043 3044 3045 3046 <div class="bt-title7 pt12 grey90"> 3047 Double dip on rewards when you refer a friend! 3048 </div> 3049 3050 3051 3052 <a class="width-fit-content highlight-cta mt4" href="https://www.betterment.com/refer-a-friend-offer" target="_self" rel="" data-event="Learn more" data-track-event="ElementClicked" data-track-name="Learn more" data-track-module="TopNav" tabindex="0">
3053 <span class="button-link-medium">Learn more</span> 3054 </a> 3055 3056 </div> 3057 3058 3059 </div> 3060 3061 </li> 3062 3063 3064 3065 3066 3067 3068 3069 3070 3071 <li id="menu-item-5-ddcf50c29294d4414f3f7c1bbc892cb5" class="menu-item menu-item_depth-1 menu-item_depth-1-hover menu-item-has-children"> 3072 3073 <button type="button" class="grey90 position-relative menu-item-trigger " data-event="Resources" data-track-event="ElementClicked" data-track-name="Resources" data-track-module="TopNav" id="menu-item-5-ddcf50c29294d4414f3f7c1bbc892cb5-trigger" aria-controls="menu-item-5-ddcf50c29294d4414f3f7c1bbc892cb5-control" aria-expanded="false"> 3074 <span>Resources</span> 3075 <svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewbox="0 0 20 20"> 3076 <path d="M10.5426 8.71158L6.70924 12.5449L5.83105 11.6667L10.5426 6.9552L15.2541 11.6667L14.3759 12.5449L10.5426 8.71158Z" fill="currentColor" /> 3077 </svg> 3078 </button> 3079 3080 3081 3082 3083 3084 <div class="sub-menu 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3363 3364 3365 3366 3367 3368 3369 3370 3371 3372 3373 3374 3375 3376 3377 3378 3379 3380 3381 3382 3383 3384 3385 3386 3387 3388 3389 3390 3391 3392 3393 3394 3395 3396 3397 3398 3399 3400 3401 3402 3403 3404 3405 3406 3407 3408 3409 3410 3411 3412 3413 3414 3415 3416 3417 3418 3419 3420 3421 3422 3423 3424 3425 3426 3427 3428 3429 3430 3431 3432 3433 3434 3435 3436 3437 3438 3439 3440 3441 3442 3443 3444 3445 3446 3447 3448 3449 3450 3451 3452 3453 3454 3455 3456 3457 3458 3459 3460 3461 3462 3463 3464 3465 3466 3467 3468 3469 3470 3471 3472 3473 3474 3475 3476 3477 3478 3479 3480 3481 3482 3483 3484 3485 3486 3487 3488 3489 3490 3491 3492 3493 3494 3495 3496 3497 3498 3499 3500 3501 3502 3503 3504 3505 3506 3507 3508 3509 3510 3511 3512 3513 3514 3515 3516 3517 3518 3519 3520 3521 3522 3523 3524 3525 3526 3527 3528 3529 3530 3531 3532 3533 3534 3535 3536 3537 3538 3539 3540 3541 3542 3543 3544 3545 3546 3547 3548 3549 3550 3551 3552 3553 3554 3555 3556 3557 3558 3559</div> 3560 </div> 3561 </div> 3562</div> 3563 3564 3565 3566 3567 3568 3569<main id="main-content" class="body-container-wrapper help-center-listing "> 3570 3571 3572 3573 3574 3575 3576 <div class="tags-template"> 3577 3578 3579 3580 3581 3582 3583 3584 3585 3586 3587 3588 3589 3590 3591 3592 3593 3594 3595 3596 3597 3598 3599 3600 3601 3602 3603 3604 3605 3606 3607 3608 3609 3610 3611 3612 3613 3614 3615 3616 3617 3618 3619 3620 3621 3622 3623 3624 3625 3626 3627 3628 3629 3630 3631 3632 3633 3634 3635 3636 3637 3638 3639 3640 3641 3642 3643 3644 3645 3646 3647 3648 3649 3650 3651 3652 3653 3654 3655 3656 3657 3658 3659 3660 3661 3662 3663 3664 3665 3666 3667 3668 3669 3670 3671 3672 3673 3674 3675 3676 3677 3678 3679 3680 3681 3682 3683 3684 3685 3686 3687 3688 3689 <div id="hs_cos_wrapper_module_1633457593" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> 3690 3691 3692<section class="bt-section hero-spacer help-center-list-hero bg-grey10"> 3693 <div class="bt-container"> 3694 <div class="content-area"> 3695 3696 3697 <nav aria-label="Breadcrumb" class="breadcrumb"> 3698 <ol class="flex-wrap"> 3699 <li> 3700 <a href="https://www.betterment.com/help">Help Center</a> 3701 </li> 3702 </ol> 3703 </nav> 3704 <h1>Connecting accounts </h1> 3705 <p>Connect external accounts to see your money in one financial dashboard</p> 3706 3707 </div> 3708 </div> 3709</section></div> 3710 3711 3712 3713 3714 3715 3716 3717 3718 3719 3720 3721 3722 3723 3724 3725 3726 <section class="bt-section tag-results"> 3727 <div class="bt-container"> 3728 <div class="flex-wrap"> 3729 3730 <aside class="flex-item cols col-1 sticky-sidebar toc-wrap" id="main-aside"> 3731 <div class="sticky"> 3732 3733 <header class="flex-wrap flex-middle flex-spaceBetween sticky-header"> 3734 <p class="headline"> 3735 <span class="item-eyebrow bt-eyebrow display-block bt-small-caps ">Table of content</span> 3736 </p> 3737 <button class="toggle-aside" id="open-aside" aria-label="open jump to popup"><svg aria-hidden="true" fill="none" xmlns="http://www.w3.org/2000/svg" viewbox="0 0 24 24"> 3738<path fill-rule="evenodd" clip-rule="evenodd" d="M21 13H3v-2h18v2ZM21 18H3v-2h18v2ZM21 8H3V6h18v2Z" fill="currentColor" /> 3739</svg></button> 3740 <button class="toggle-aside" id="close-aside" aria-label="close jump to popup"><svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 24 24" aria-hidden="true" aria-label="close icon"> <title>Close Icon</title><path fill-rule="evenodd" d="M17.293 18.7072L5.29297 6.70718L6.70718 5.29297L18.7072 17.293L17.293 18.7072Z" clip-rule="evenodd" fill="currentColor"></path> <path fill-rule="evenodd" d="M5.29297 17.293L17.293 5.29297L18.7072 6.70718L6.70718 18.7072L5.29297 17.293Z" clip-rule="evenodd" fill="currentColor"></path> </svg></button> 3741 </header> 3742 3743 <ul> 3744 3745 <li> 3746 <a href="#getting-started" aria-current="true">Getting started</a> 3747 </li> 3748 3749 </ul> 3750 </div> 3751 </aside> 3752 3753 3754 <div class="flex-item cols col-2"> 3755 3756 <div class="grouper-item item" data-offsettablet="-100" id="getting-started"> 3757 <h2 class="bt-title3">Getting started</h2> 3758 3759 <ul class="accordion-controls" aria-label="Accordion Control Group Buttons"> 3760 3761 3762 <li class="item border-btGrey20"> 3763 <button class="accordion-trigger bt-body1" type="button" aria-controls="content-how-do-i-connect-an-external-account-so-that-i-can-view-my-other-savings-and-retirement-accounts-alongside-my-betterment-accounts" aria-expanded="false">How do I connect an external account so that I can view my other savings and retirement accounts alongside my Betterment accounts? <svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 24 24" aria-hidden="true" aria-label="Caret Down" class="display-block width100"><title>Caret Down Icon</title><path d="M18.3536 9.70709L12 16.0606L5.64648 9.70708L6.70714 8.64642L12 13.9393L17.2929 8.64643L18.3536 9.70709Z" fill="currentColor" /></svg></button> 3764 <div class="accordion-body" aria-hidden="true" id="content-how-do-i-connect-an-external-account-so-that-i-can-view-my-other-savings-and-retirement-accounts-alongside-my-betterment-accounts" hidden> 3765
3766 <span class="bt-body2"> 3767 <p>To instantly connect an external account: Web browser: Log in to your Betterment account. Select âSettingsâ from the lefthand menu. Click on the âExternal accountsâ tab then âLink new accountâ. Choose the institution where your account is located and instantly connect by providing your login credentials. Mobile app: Log into the Betterment app. Tap the three lines in the upper left-hand corner to open the menu. Select âSettingsâ, then âExternal Accountsâ. Tap the â+â to connect a new external ...</p> 3768 <a class="link" href="https://www.betterment.com/help/how-to-connect-accounts" aria-label="Read more about How do I connect an external account so that I can view my other savings and retirement accounts alongside my Betterment accounts?">Read More</a> 3769 </span> 3770 3771 </div> 3772 </li> 3773 3774 3775 <li class="item border-btGrey20"> 3776 <button class="accordion-trigger bt-body1" type="button" aria-controls="content-can-i-delete-or-hide-an-external-account-from-my-betterment-profile" aria-expanded="false">Can I delete or hide an external account from my Betterment profile? <svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 24 24" aria-hidden="true" aria-label="Caret Down" class="display-block width100"><title>Caret Down Icon</title><path d="M18.3536 9.70709L12 16.0606L5.64648 9.70708L6.70714 8.64642L12 13.9393L17.2929 8.64643L18.3536 9.70709Z" fill="currentColor" /></svg></button> 3777 <div class="accordion-body" aria-hidden="true" id="content-can-i-delete-or-hide-an-external-account-from-my-betterment-profile" hidden> 3778 3779 <span class="bt-body2"> 3780 <p>You can remove connected accounts from Betterment, or you can hide a specific account to prevent it from showing up on your Betterment overview or being included in your total net worth. To delete an External account: Web browser: Log in to your Betterment account. Select âSettingsâ from the left-hand menu. Click on the âExternal accountsâ tab. Click âDeleteâ next to the account(s) you wish to remove. Mobile app: Log into the Betterment app. Tap the three lines in the upper left-hand corner to ...</p> 3781 <a class="link" href="https://www.betterment.com/help/delete-connected-account" aria-label="Read more about Can I delete or hide an external account from my Betterment profile?">Read More</a> 3782 </span> 3783 3784 </div> 3785 </li> 3786 3787 3788 <li class="item border-btGrey20"> 3789 <button class="accordion-trigger bt-body1" type="button" aria-controls="content-when-i-connect-a-nonbetterment-account-does-betterment-store-my-username-and-password" aria-expanded="false">When I connect a non-Betterment account, does Betterment store my username and password? <svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 24 24" aria-hidden="true" aria-label="Caret Down" class="display-block width100"><title>Caret Down Icon</title><path d="M18.3536 9.70709L12 16.0606L5.64648 9.70708L6.70714 8.64642L12 13.9393L17.2929 8.64643L18.3536 9.70709Z" fill="currentColor" /></svg></button> 3790 <div class="accordion-body" aria-hidden="true" id="content-when-i-connect-a-nonbetterment-account-does-betterment-store-my-username-and-password" hidden> 3791 3792 <span class="bt-body2"> 3793 <p>No. Betterment does not store your credentials. Our trusted partner for account aggregation protects the credentials using bank-level encryption both when transmitted and when stored.</p> 3794 <a class="link" href="https://www.betterment.com/help/connected-account-credentials" aria-label="Read more about When I connect a non-Betterment account, does Betterment store my username and password?">Read More</a> 3795 </span> 3796 3797 </div> 3798 </li> 3799 3800 </ul> 3801 3802 </div> 3803 3804 3805 <div id="hs_cos_wrapper_social_share_1629497677" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> 3806 3807<div class="social-container"> 3808 3809
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3878 3879 </div> 3880 <div id="hs_cos_wrapper_footer_disclosures_set" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> 3881 3882 3883 3884 3885 3886 3887 3888 3889 3890 3891 3892 3893 3894 3895 3896 3897 3898 3899 3900 3901 3902 3903 3904 3905 3906 3907 3908<div class="footer-disclosure-wrap"> 3909 3910 3911 3912 3913 3914 3915 <div class="footer-disclosure-rows entity-disclosure flex" data-disclosure-id="CORE_Standard_Footer_Public_Website"> 3916 3917 <div> 3918 <p><br></p> 3919<hr> 3920<p><span><strong>IMPORTANT BETTERMENT DISCLOSURES </strong></span></p> 3921<p><span>Information is educational only </span><span>and not investment or tax advice. External links are educational, and do not imply Bettermentâs endorsement. All screenshots are for illustrative purposes only.</span></p><br> 3922<p><span><strong>Who Provides What Service?</strong></span></p><span>Investment Advice: Advisory services are provided by Betterment LLC, an SEC-registered investment adviser. Betterment LLC's internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. Betterment is not a tax advisor.</span><br><br><span>Brokerage Services & Custody: Brokerage services are provided to clients of Betterment LLC by Betterment Securities, an SEC-registered broker-dealer and member of </span><a href="https://www.finra.org/"><span>FINRA</span></a><span>/</span><a href="https://www.sipc.org/"><span>SIPC</span></a><span>, and Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC.</span><br><br><span>Betterment Checking: Betterment Checking is made available through Betterment Financial LLC. Checking accounts and the Betterment Visa Debit Card provided by and issued by nbkc bank, Member FDIC. </span><a href="https://www.betterment.com/betterment-checking-disclosure"><span><strong>See Betterment Checking Disclosure</strong></span><span><strong>.</strong></span></a><br><br><span>Betterment at Work: 401(k) plan administration services provided by Betterment for Business LLC. Investment advice to plans and plan participants provided by Betterment LLC, an SEC registered investment adviser.</span><br><br><span><strong>No Betterment entity is a bank.</strong></span><br><br> 3923<p><a href="https://www.betterment.com/cash-portfolio"><span>Special Disclosure For Betterment Cash Reserve</span></a></p><span>Betterment Cash Reserve is part of the Cash Sweep Program (âCSPâ) and is offered by Betterment LLC. CSP requires a Betterment Securities brokerage account. Client funds in the CSP are deposited into one or more FDIC-insured banks (â</span><a href="https://www.betterment.com/cash-portfolio"><span>Program Banks</span></a><span>â). Assets in the Cash Reserve Program under the CSP earn variable interest. CSP assets are eligible for FDIC insurance (subject to certain conditions). 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4123<script type="text/javascript"> 4124 adroll_adv_id = "CWX7J3OCSZHGVD5OVW7E4C"; 4125 adroll_pix_id = "V6C2R6IKYZCITFSAYP4FEN"; 4126 adroll_version = "2.0"; 4127 4128 (function(w, d, e, o, a) { 4129 w.adroll_tag_source = w.adroll_tag_source || "manual"; 4130 w.__adroll_loaded = true; 4131 w.adroll = w.adroll || []; 4132 w.adroll.f = [ 'setProperties', 'identify', 'track', 'identify_email', 'get_cookie' ]; 4133 var roundtripUrl = "https://s.adroll.com/j/" + adroll_adv_id 4134 + "/roundtrip.js"; 4135 for (a = 0; a < w.adroll.f.length; a++) { 4136 w.adroll[w.adroll.f[a]] = w.adroll[w.adroll.f[a]] || (function(n) { 4137 return function() { 4138 w.adroll.push([ n, arguments ]) 4139 } 4140 })(w.adroll.f[a]) 4141 } 4142 4143 e = d.createElement('script'); 4144 o = d.getElementsByTagName('script')[0]; 4145 e.async = 1; 4146 e.src = roundtripUrl; 4147 o.parentNode.insertBefore(e, o); 4148 })(window, document); 4149 adroll.track("pageView"); 4150</script>
4150 4151 4152<!-- /Added by RollWorks integration --> 4153 4154
4155<script defer src="/hs/hsstatic/HubspotToolsMenu/static-1.640/js/index.js"></script>
4155 4156
4157<script> 4158 document.addEventListener('DOMContentLoaded', function () { 4159 var DISCLOSURE = '<legend style="font-size:12px" class="hs-field-desc">Portfolio includes 0.5% cash position. 401(k) accounts do not include a cash allocation. <a href="#footer">See disclosure.</a></legend>'; 4160 4161 function addDisclosure() { 4162 document.querySelectorAll('.portfolio-details-table_holdings[data-dynamic-holdings]').forEach(function (table) { 4163 if (table.dataset.dynamicHoldings === 'Crypto') return; // skip crypto â match the real value 4164 if (table.dataset.disclosureAdded) return; // avoid duplicates 4165 table.dataset.disclosureAdded = '1'; 4166 table.insertAdjacentHTML('afterend', DISCLOSURE); 4167 }); 4168 } 4169 4170 addDisclosure(); 4171 new MutationObserver(addDisclosure).observe(document.body, { childList: true, subtree: true }); // handles async render 4172}); 4173</script>
vendor: 1 bytes, line 4173
4173
4174<script> 4175(function () { 4176 var MARK = 'data-bt-temp-disclosure'; 4177 var CASH = 'Portfolio includes 0.5% cash position. 401(k) accounts do not include a cash allocation. <a href="#footer">See disclosure.</a>'; 4178 4179 // Default: cash disclosure after the Risk level select. 4180 var DEFAULT = { field: 'riskLevel', reverse: false, legends: [ 4181 { id: 'cash', html: CASH } 4182 ]}; 4183 4184 // Page exceptions (matched by pathname; first match wins, else DEFAULT). 4185 var RULES = [{ 4186 match: '/crypto-etf', 4187 field: 'accountType', 4188 reverse: true, // wrapper is column-reverse, so legends sit before the select in the DOM 4189 legends: [ 4190 { id: 'cash', html: CASH }, 4191 { id: 'crypto-taxable', html: 'The Crypto ETF Portfolio is only available in taxable accounts.' } 4192 ] 4193 }]; 4194 4195 function rule() { 4196 var p = location.pathname; 4197 for (var i = 0; i < RULES.length; i++) { 4198 var m = RULES[i].match; 4199 if (p === m || p.indexOf(m + '/') === 0) return RULES[i]; 4200 } 4201 return DEFAULT; 4202 } 4203 4204 function textOf(html) { var d = document.createElement('div'); d.innerHTML = html; return d.textContent.trim(); } 4205 4206 function find(wrapper, html) { 4207 var all = wrapper.querySelectorAll('legend.hs-field-desc'), t = textOf(html); 4208 for (var j = 0; j < all.length; j++) if (all[j].textContent.trim() === t) return all[j]; 4209 return null; 4210 } 4211 4212 function make(item) { 4213 var el = document.createElement('legend'); 4214 el.className = 'hs-field-desc'; 4215 el.setAttribute(MARK, item.id); 4216 el.innerHTML = item.html; 4217 return el; 4218 } 4219 4220 function inject() { 4221 var r = rule(); 4222 var select = document.getElementById(r.field); 4223 if (!select) return; // field not on this page / not rendered yet 4224 var wrapper = select.parentNode; 4225 if (r.reverse) wrapper.classList.add('flex', 'u-flexColReverse'); 4226 4227 if (r.reverse) { 4228 // Build [legend0, legend1, ..., select]; only insert what's missing (no moving = no observer loop). 4229 var anchor = select; 4230 for (var k = r.legends.length - 1; k >= 0; k--) { 4231 var el = find(wrapper, r.legends[k].html); 4232 if (!el) { el = make(r.legends[k]); wrapper.insertBefore(el, anchor); } 4233 anchor = el; 4234 } 4235 } else { 4236 // Build [select, legend0, legend1, ...]. 4237 var a = select; 4238 for (var n = 0; n < r.legends.length; n++) { 4239 var e = find(wrapper, r.legends[n].html); 4240 if (!e) { e = make(r.legends[n]); a.insertAdjacentElement('afterend', e); } 4241 a = e; 4242 } 4243 } 4244 } 4245 4246 function start() { 4247 inject(); 4248 new MutationObserver(inject).observe(document.body, { childList: true, subtree: true }); 4249 } 4250 if (document.body) start(); else document.addEventListener('DOMContentLoaded', start); 4251})(); 4252</script>
4252 4253<div id="fb-root"></div> 4254
4254<script>(function(d, s, id) { 4255 var js, fjs = d.getElementsByTagName(s)[0]; 4256 if (d.getElementById(id)) return; 4257 js = d.createElement(s); js.id = id; 4258 js.src = "//connect.facebook.net/en_GB/sdk.js#xfbml=1&version=v3.0"; 4259 fjs.parentNode.insertBefore(js, fjs); 4260 }(document, 'script', 'facebook-jssdk'));</script>
4260
4260<script>!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0];if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src="https://platform.twitter.com/widgets.js";fjs.parentNode.insertBefore(js,fjs);}}(document,"script","twitter-wjs");</script>
4260 4261 4262 4263 4264 4265</body></html>
Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.