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