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Betterment

Monthly Fee: $4.00
Minimum to open an account: $10.00
Fractional shares are available.
Automated Investing Fee: 0.25%
Automated Investing Minimum: $10.00
Uninvested cash earns: 4.00% APY
Account Transfer or Closeout Fee: $75.00

Betterment offers automated portfolios of ETFs, but does not offer full brokerage services.

Monthly fee automatically switches to an annual price of 0.25% on your investing account balance when you either:
Have a total Betterment balance of $20,000 or more across any investing accounts, crypto accounts, Cash Reserve, cash goals, and Checking accounts you hold at Betterment, or
Set up a recurring deposit(s) or transfer(s) of $250/month or more into any account.

Past Bonus Offers

Bonus Offer Monthly Fees Start Date End Date Offer Details
Betterment - Investing$50 if you complete $1,000.00 in deposits within 45 days of account opening.Apr 30, 2025Details





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