Are there any requirements to talk with a Licensed Concierge?

To connect with an Investment Advisor Representative, you must be eligible to use Betterment and generally need to be exploring moving $100K or more to us. Depending on your accounts and situation, we can help others from time to time, so please contact us with any questions.

How can I know I’m getting sound advice from the team?

Betterment is a fiduciary, and any advisor representing Betterment is bound by our fiduciary duty to you as a customer. The Licensed Concierge team is made up of Investment Advisor Representatives (IARs), with over a decade of collective experience helping individuals, and who are reported by Betterment to the SEC in our ADV. These IARs have training and certifications to only provide advice that is in your best interest as a customer. If it’s ever not in your best interest to move money to Betterment, our team will tell you so.

What will I need to do to prepare for a conversation?

Since our time together is limited and our goal is to understand your situation, discuss whether Betterment is right for you, and ultimately describe the process and implications of transferring investments, the more we know ahead of time the better. If you’re an existing customer, we ask that you review your personal information and sync any accounts you’d like us to review. If you’re not a customer yet, or are not comfortable syncing your accounts, we’ll ask that you securely upload and send us your most recent statement(s) via email. While not required, taking these steps will help us maximize our time together.

Licensed Concierge

Schedule an exploratory call with one of our Investment Advisor Representatives.

If you’re exploring Betterment or, are already a customer and have at least $100k that could be moved, you have access to complimentary licensed guidance.
More about how we help.

See if Betterment is right for you.

We’ll tailor the conversation around your goals and help you understand whether Betterment fits your needs.
Optimize your account setup.

Discuss which account types are right for you and how you can make the most of our goal-based platform.
Create an efficient transfer plan.

Provide an outline on how you could effectively transfer money to Betterment, including possible tax implications and transfer timelines.

WHO WE ARE Meet Chrissy, Concierge Team Lead.

Chrissy is a champion for financial innovation with a passion for providing people with objective financial advice. She and her team use an advised approach to help customers like you navigate complex onboarding and account transitions.

Frequently asked questions:

Are there any requirements to talk with a Licensed Concierge?

To connect with an Investment Advisor Representative, you must be eligible to use Betterment and generally need to be exploring moving $100K or more to us. Depending on your accounts and situation, we can help others from time to time, so please contact us with any questions.
How can I know I’m getting sound advice from the team?

Betterment is a fiduciary, and any advisor representing Betterment is bound by our fiduciary duty to you as a customer. The Licensed Concierge team is made up of Investment Advisor Representatives (IARs), with over a decade of collective experience helping individuals, and who are reported by Betterment to the SEC in our ADV. These IARs have training and certifications to only provide advice that is in your best interest as a customer. If it’s ever not in your best interest to move money to Betterment, our team will tell you so.
What will I need to do to prepare for a conversation?

Since our time together is limited and our goal is to understand your situation, discuss whether Betterment is right for you, and ultimately describe the process and implications of transferring investments, the more we know ahead of time the better. If you’re an existing customer, we ask that you review your personal information and sync any accounts you’d like us to review. If you’re not a customer yet, or are not comfortable syncing your accounts, we’ll ask that you securely upload and send us your most recent statement(s) via email. While not required, taking these steps will help us maximize our time together.

Betterment’s Licensed Concierge Team offers support for individuals transferring assets to Betterment of $100,000 or more, and receives incentive compensation based on assets brought to or invested with Betterment. Betterment’s revenue varies for different offerings (e.g., Betterment Digital and Premium) and consequently Team members have an incentive to recommend the offering which results in the greatest revenue for Betterment. The marketing and solicitation activities of these individuals are supervised by Betterment to ensure that these individuals act in the client’s best interest.

Getting married, planning for college, or looking for a retirement plan?

Whatever it is you need—we’re here to help. Get in-depth, 1:1 advice and a tailored plan to make the most of your money from one of our CFP® professionals.

Man sitting in a chair checking in on his retirement goal, which is on track.

Talk to our licensed concierge team

Schedule an exploratory call with one of our Investment Advisor Representatives.

See if Betterment is right for you.

Optimize your account setup.

Create an efficient transfer plan.