Betterment Investing

A pioneer robo-advisor optimized for tax efficiency

Automated portfolio management based on your risk tolerance
Advanced tax-loss harvesting to optimize your returns
Socially responsible and climate-focused portfolio options
Goal-based investing for retirement or big purchases

How to maximize your Betterment Investing account

Betterment removes the stress of managing a portfolio by using smart algorithms designed to maximize your after-tax returns.

Step 1: Turn on Tax-Loss Harvesting

Ensure this feature is activated; it automatically sells losing assets to offset your gains, potentially saving you thousands in taxes.

Step 2: Set Micro-Goals

Create different portfolios for different timelines — a conservative one for a house down payment, an aggressive one for retirement.

Wrap-up

Betterment is the ultimate "set it and forget it" platform, ensuring your money is managed with professional-level efficiency.

Legal & Disclosures

Advertiser Disclosure

MyWealthWallet is not a bank. We are a financial education and content platform. We may receive compensation when you click on links to products from our partners. This compensation may influence which products we write about and where and how they appear on the page. However, it does not influence our evaluations or recommendations. Our opinions are our own.

Investing Disclosures

All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Brokerage services are provided by [Entity Name], a registered broker-dealer and Member SIPC. Securities in your account are protected up to $500,000. For details, please see www.sipc.org. Investments are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value.

Advisory Disclosures

Investment advice is provided by Betterment LLC, an SEC-registered investment adviser. Brokerage services are provided to clients of Betterment LLC by Betterment Securities, an SEC-registered broker-dealer and member of FINRA/SIPC. Tax-loss harvesting is not suitable for all investors and may not generate intended tax benefits.

General Disclaimer

The information provided on this page is for educational and informational purposes only. It should not be construed as financial, investment, or tax advice. Before opening any account, please carefully review all terms, conditions, fees, and disclosures provided by the partner. Your individual circumstances may vary, and we recommend consulting with a qualified financial advisor before making any financial decisions.