Betterment
Betterment Pricing Plans
Investing (Digital)
MonthlyBasic investing plan
$4/month or$0% annually
Highlights
Expert-built portfolios
Ongoing advice
Tax-saving technology
Balances over $1M receive discounts
Key Features
Expert-built portfolios
Ongoing advice
Tax-saving technology
Discounts for high balances
Access to an advisor
Premium benefits
High-yield cash account
No overdraft fees
ATM fees reimbursed
Premium
AnnuallyFor high net worth investors
$1% annual management fee
Highlights
Access to an advisor
Premium benefits
Balances over $1M receive discounts
Key Features
Expert-built portfolios
Ongoing advice
Tax-saving technology
Discounts for high balances
Access to an advisor
Premium benefits
High-yield cash account
No overdraft fees
ATM fees reimbursed
Cash Reserve
MonthlyHigh-yield cash account
No monthly fees
Highlights
High-yield cash account
No monthly fees
Key Features
Expert-built portfolios
Ongoing advice
Tax-saving technology
Discounts for high balances
Access to an advisor
Premium benefits
High-yield cash account
No overdraft fees
ATM fees reimbursed
Checking
MonthlyFee-free checking account
No overdraft fees and ATM fees reimbursed (no monthly fees)
Highlights
No overdraft fees
ATM fees reimbursed
Key Features
Expert-built portfolios
Ongoing advice
Tax-saving technology
Discounts for high balances
Access to an advisor
Premium benefits
High-yield cash account
No overdraft fees
ATM fees reimbursed