meet your
technology
partner

Account opening in minutes.

Open accounts with your clients without cumbersome paperwork.

Automated trading and tax management.

Fully automated rebalancing, tax loss harvesting, and asset location.

Intuitive client dashboard.

Give your clients a fully digital and transparent investing experience.

No additional trading fees.

Adjust your clients’ allocations without trading fees.

Streamline your back office.

Time you spend doing paperwork and tedious tasks is time you aren’t spending building client relationships and your business. Our technology does the trading, paperwork, and billing so you don’t have to.

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Automate portfolio management.

Our tax-efficient technology automates trading and portfolio management tasks—including rebalancing, tax loss harvesting, asset location, deposits, and withdrawals—to help maximize your clients’ investments.

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Delight your clients.

Give your clients smart technology for their investments. Our platform enables your clients to see their investments in one place, track their progress, and make smart financial decisions alongside your guidance.

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"Will help advisors by eliminating or combining many traditionally cumbersome tasks."

"Bridging the gap between advisors and the new generation of online investment platforms."

"Bring investment management services to an entirely new generation of client"

Ready to deliver a whole new kind of experience?

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Member of Securities Investor Protection Corporation

Betterment Securities is a member of SIPC. Securities in your account protected up to $500,000. For details, please see www.sipc.org.

Looking out for investors' accounts is a legal duty.

Regulated by the SEC and a member of FINRA, our Broker-Dealer, Betterment Securities, follows a strict set of rules, designed to protect our investors' accounts.