We’ve redesigned how your accounts and objectives work collectively, so you may manage your cash the best way that makes essentially the most sense for you.
What modified—and why?
We’ve at all times believed in goal-based investing. It’s what units Betterment aside. However up to now, every purpose in Betterment was tied to a single account. That labored when wants have been easier. However you requested for extra flexibility to replicate your monetary life, and we’ve delivered.
Now, by separating account knowledge from purpose recommendation, we’ve created house for extra personalised steerage, clearer navigation, and extra flexibility for you and your cash.
What you’ll see that’s new right now:
A cleaner design: A contemporary look that surfaces what issues most—no extra digging by tabs.
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 purpose forecaster:Get insights in a single place to see how actions could have an effect on future earnings.
Your Exercise Web page received an improve 🔄Take pleasure in a clearer window into trades, transfers, and transactions.
And we’re simply getting began.
We’re already constructing the subsequent section of options to make your Betterment expertise extra highly effective and versatile.
A number of accounts in a single purpose: Get mixed recommendation throughout totally different account sorts and tax remedies.
Smarter, goal-specific recommendation: We’ll enable you to optimize each greenback for what you care about most.
Shared objectives: Quickly, you’ll have the ability to co-own a purpose with one other Betterment person.
Extra tailor-made investing steerage: Inform us your purpose, and we’ll suggest the perfect path to get there.
A quicker, 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, personalised recommendation, and goal-based investing—all working collectively for you.
