Follow us:
  • Home
  • Robo 101
  • The List
  • Consumer Reviews
  • Our Mission
  • Articles
  • Engagements/Inquiries
Picture

How to: Signing up for Betterment

By: Rick Ryskalczyk - March 9, 2015

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.
Picture
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.
Picture
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.  
Picture
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. 
Picture
Step 5: Basic Information - Now that a goal has been created, you are asked to supply general information to set up an account. 
Picture
Step 6: Identity Verification - You are asked to supply your social security number and date of birth for identity verification. 
Picture
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. 
Picture
Step 8: Set up other goals
Picture
Picture
To learn more about Betterment, please visit our landing page and read our review. To sign up for Betterment, please click below. 
Sign Up For Betterment

Top Articles

Are Roboadvisors really the best value?
We delve into the value proposition of robo-advisors compared to other potential investing options. 
Roboadvisor Wish List
We lay out some of the enhancements we hope to see robo-advisors make in the future.
Not All Robo-Advisors Are The Same
While Robo-advisors appear to be commodities - they are not. Check out the differences among them. 

Around The Web

Rise of the 'robos' is a win-win for investors, advisors
Can Robo-Advisors Survive A Bear Market?Robo-Advisors Have Their Own Issues
Home  |  About Us  |  Contact Us  |  Disclaimer  |  Privacy Policy