Betterment Help

We're here to help answer your questions about Betterment. You can also email us at [email protected].

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Have Betterment questions? Visit our Help Center, or @ us, and a Customer Experience team member will follow up to assist you.

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@jephjonez Hello Jeff! You can view the performance information of your HSA by selecting the goal and then navigating to the Performance tab. If you continue to experience issues finding this tab please contact customer support at [email protected].

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@chipgreene Hello Chip! Thanks for reaching out. Please send us a DM with the email address associated with your Betterment account and we will have a member of our Customer Experience team follow up with you directly.

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@dukeyg37 Hello Sophie, We were able to locate your correspondence. It appears you are already in touch with our Operations team regarding the issue. Please respond directly to that email thread with any additional questions.

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Have Betterment questions? Visit our Help Center, or @ us, and a Customer Experience team member will follow up to assist you.

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@etherealysis Hi @etherealysis! These forms are currently available as of January 31st for those eligible to receive them. For more information please visit our Tax Filing Calendar here: https://t.co/l3dPBcrv37.

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@Darth_Jader27 Crypto for 401k's is not currently on our roadmap. We've shared your feedback with the appropriate teams for future consideration and development.

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@E_Fish We were able to locate your correspondence with our Customer Experience team and it appears your issue has been resolved. If you have any further questions, please feel free to follow up within the same email thread.

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@phillrosen Withdrawals can take a bit longer due to a two-day industry-standard settlement period during which we cannot transfer the funds. Following settlement, the ACH transmittal of funds to your bank account takes 1-2 days, depending on your bank's processing time. Hope this helps!

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@ywong17 As a note, To protect our clients and comply with regulatory obligations, we require that any bank account that is connected to a Betterment account be owned by that client. We need to confirm ownership when funds are being withdrawn from Betterment to an external institution.

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@ywong17 Hello Yvonne, we were able to locate your correspondence and It appears you are currently speaking with our operations team in regard to your issue.

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@omegabytes Hello, please send us a DM with your email address and we will have a member of our Customer Experience team reach out to you directly.

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@djmar23 Hi, thanks for reaching out! It is not possible to merge legal accounts, but you can transfer between most goals within Betterment. You can go here for more information: https://t.co/NLF2onQT4l

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@aparnamg_i Hi, thanks for reaching out. We are sorry to hear that this experience does not feel valuable to you. We were able to locate your correspondence and we have shared your feedback with the appropriate teams for future consideration and development.

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@woodlandalyssa Hi Alyssa, thanks for reaching out. A member of our support team has reached out to assist.

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@JPetrides Checking accounts and the Betterment Visa Debit Card provided and issued by nbkc bank, Member FDIC. Checking made available through Betterment Financial LLC. Neither Betterment Financial LLC, nor any of their affiliates, is a bank. (2/2)

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@JPetrides Hello, thank you for inquiring about being able to view a running balance for Betterment Checking accounts. That is not something Betterment supports at this time, but I've shared your feedback with the appropriate teams for future consideration and development. (1/2)

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@CynicalWalt While this is not something Betterment supports at this time, recently, there has been a lot of internal conversation surrounding the building out of this ability. There is not a timeline for when it will be available, our team will be sure to let you know when it does launch!

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@CynicalWalt Thank you for inquiring about setting up multiple recurring deposits. While this is not something Betterment supports at this time, I've shared your feedback with the appropriate teams for future consideration and development.

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@Lawrence_Sprung Hi, thanks for reaching out. Please send us a DM with the contact information of your client. We are happy to look into this further.

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@FlyHigh407 Hello, please send us a DM with your email address and we will have a member of our Customer Experience team reach out to you directly.

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@cautiousoptim Hello, we are sorry to hear that this experience does not feel valuable to you. Please send us a DM with your email address and we will have a member of our Customer Experience team reach out to you directly.