Signing up for Betterment is a simple and straightforward process. With a user-friendly interface and simplistic set-up process, Betterment has made a normally difficult task of setting up an account quite easy.
Step 1: General Age and Income - Simply input your age and income to start the process. It's that simple and everything that follows is set up based on those two numbers.
Step 2: Select a Primary Goal that you would like to incorporate in your plan. Based on your age and income, Betterment pre-selects a few options for you to choose from. Don't worry, you can always add or change your goals later - there's many to choose from or you can create your own.
Step 3: Once you've selected a goal, follow the steps to review your goal. Based on Betterment's software and your age/income/other inputs, Betterment helps formulates your goal and what is a projected need to achieve it. As the image below shows, you can change the target and allocation later on if you want to adjust your goal from the recommended targets.
Step 4: Review your Goal - Betterment further defines in detail what your goal is and how it will invest your money to hopefully attain that goal.
Step 5: Basic Information - Now that a goal has been created, you are asked to supply general information to set up an account.
Step 6: Identity Verification - You are asked to supply your social security number and date of birth for identity verification.
Step 7: Link a bank account - This doesn't have to be done immediately and can be skipped until a later point in time. The process to set up a bank account is rather straight-forward and takes minimal amounts of time.
Step 8: Set up other goals
To learn more about Betterment, please visit our landing page and read our review. To sign up for Betterment, please click below.
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