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Submission: On December 03 via api from US — Scanned from DE
Submission: On December 03 via api from US — Scanned from DE
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Text Content
Skip to main content Betterment Logo Open menu * Investing * Automated investing * IRAs and 401(k) * Portfolio options * Socially responsible investing * Cash * Checking * Cash Reserve * Rewards * Planning * Retirement Planning * Track your goals * All-in-one dashboard * About * Who we are * Investment philosophy * Pricing * Press * FAQ * Articles * Help center Log in Get started QUESTIONS? WE'RE HERE TO HELP * FAQ * Speak with an advisor * Message us * Addresses Jump to section Please select FAQ Speak with an advisor Message us Addresses FIND ANSWERS TO YOUR QUESTIONS: * Getting started Caret Right Icon * Transferring in and out Caret Right Icon * Filing your taxes Caret Right Icon * All of our Help Center Caret Right Icon Arch illustration - desktop Arch illustration - mobile SPEAK WITH AN ADVISOR. Moving money to Betterment or looking for help with financial planning? We have two great teams, each excited to work with you. Explore our one-on-one services. CALL OR EMAIL CUSTOMER SUPPORT. Call us directly at (718) 400-6898 Monday through Friday, 9:00am-6:00pm (ET). SEND US YOUR MESSAGE: If you do not have an account, please start a profile before contacting us. How can we assist you today?* Please SelectAccessing my account / informationTransactions and transfersGetting financial adviceInvesting options and performanceCash ReserveChecking and debit cardMy Betterment 401(k)Health savings accounts (HSAs) First name* Last name* Email address associated with your account* Your message* Initial Business Line Funnel relationships BETTERMENT ADDRESSES: * ADDRESS FOR OUTBOUND TRANSFER PAPERWORK: Betterment Transfers PO Box 207691 Dallas, TX 75320-7691 * OVERNIGHT ADDRESS FOR OUTBOUND TRANSFER PAPERWORK: Betterment Transfers 2975 Regent Blvd, Suite 100 Lockbox Services 207691 Irving, TX 75063 Note: Instructions for 401(k) transfers can be found within participant accounts. * CORPORATE OFFICE MAILING ADDRESS: Betterment LLC 8 W. 24th Street, 6th Floor New York, NY 10010 Betterment Logo Icon SVG Footer * Accounts * Investing * IRAs and 401(k)s * Roth IRAs * Cash Reserve * Checking * Trusts * Investments * Portfolio options * Socially responsible investing * Tax-smart investing * Charitable giving * 401(k) rollovers * Retirement income * Tools * Retirement planning * Track your goals * All-in-one dashboard * Compare robo-advisors * Rewards * Refer-a-friend program * Help * Help center * FAQ * Expert guidance * Investment philosophy * Article library * Video * Legal * Company * Pricing * About us * Mobile app * How Betterment works * Product roadmap * Press * Betterment shop * Careers * Betterment on Instagram * Betterment on Facebook * Betterment on Twitter * Betterment on LinkedIn * * * Contact us * Betterment 401(k) * Betterment for Advisors This property and any marketing on the property are provided by Betterment LLC. To the extent that there is marketing related to Betterment Checking, it is provided by Betterment Financial LLC. The articles and customer support materials available on this property are educational only and not investment or tax advice. Advisory services provided by Betterment LLC, an SEC-registered investment adviser. Betterment Cash Reserve is offered by Betterment LLC. Brokerage services provided to clients of Betterment LLC by Betterment Securities, an SEC-registered broker-dealer and member of FINRA /SIPC. Betterment Checking made available through Betterment Financial LLC. Checking accounts and the Betterment Visa Debit Card provided by and issued by nbkc bank, Overland Park, Kansas, Member FDIC. Neither Betterment LLC nor Betterment Financial LLC, nor any of their affiliates, is a bank. Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment LLC's charges and expenses. 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. For more details, see our Form CRS, Form ADV Part II and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment LLC is not registered. Market Data by Xignite. Key definitions: "Largest independent online financial advisor." — See our company description. You are viewing a web property located at Betterment.com. Different properties may be provided by a different entity with different marketing standards. * Site Map * Terms of Use * Privacy Policy * Trademark * Legal Directory Google Play and the Google Play logo are trademarks of Google, Inc. Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S. Any links provided to other websites are offered as a matter of convenience and are not intended to imply that Betterment or its authors endorse, sponsor, promote, and/or are affiliated with the owners of or participants in those sites, unless stated otherwise. © Betterment. All rights reserved