A Top Robo-Advisor Option

Earn up to a $2,000 bonus (terms apply)

Invest smarter with tax-savings tech
Save for retirement with a tax-advantaged IRA
Automated management diversifies and invests for you
Over 1 million customers

Making a Habit of Investing with Betterment's Robo-Advisor

Betterment does all the hard work of investing for you by leveraging their robo-advisor that makes investing decisions for you. Not having to manage the heavy lifting of investment research and portfolio management is a big benefit for experienced and new investors alike. There's a simple 3-step process to get all of that value.

Open your Betterment account
Configure your investment goals and criteria
Set-up recurring deposits to continue your investing over time

Step 1: Open your Betterment account

Pretty easy place to get started, so don't be shy about getting started with our #1 robo-advisor.

Step 2: Configure your investment goals and criteria

Betterment has tools to help you make sure the robo-advisor is optimizing for the goals you have for your portfolio. Getting those in place is really the kick-off of your robo-investing strategy.

When thinking about your portfolio, you may want to weight more toward risky assets or index more toward a low-risk profile. This is a personal decision, but all of the options are easy to explore.

Step 3: Set-up recurring deposits to continue your investing over time

Stepping up a recurring investment strategy to put more money into your Betterment account is important to leveling-up your overall portfolio.

Wrap-Up

All the hard work is off your plate once you're set-up with robo-advising, so get started today!

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.

Betterment Investing Disclosures

Paid non-client. Views may not be representative. See App Store & Google Play reviews. Learn More at betterment.com/affiliate/mywealthwallet.

Terms apply: betterment.com/tiered-terms. Investing involves risk. Performance not guaranteed.

Reported customer count of 1M+ as of 8/19/25, includes checking and investing clients.