Rethink what your money can do. WHY WE’RE HERE Betterment is an online financial advisor with one purpose: to help you make the most of your money. We’re taking investment strategies that have worked for decades and using technology to make them more efficient. Our goal: to increase your long-term returns. WHAT WE DO FOR YOU We make tailored recommendations, from how much to invest to how much risk to take on in your portfolio. Then, we invest your money in a globally diversified portfolio of low-cost ETFs and help lower taxes in ways many traditional investment services can’t match. Seek higher returns: • Automated portfolio management • Globally diversified portfolio of ETFs • Tax‑efficient investing features, like tax loss harvesting and asset location Get a better investing experience: • Sync your external investments • Customer support 7 days per week • Access to CFP® professionals and licensed financial experts • Your satisfaction guaranteed—learn more: https://www.betterment.com/satisfaction-guarantee/ Invest and save with transparency: • Low-cost, straightforward pricing plans—learn more: https://www.betterment.com/pricing/ • Low fund fees • No trading or rebalancing fees Your security is our top priority: • Access your account with TouchID or a secure PIN • Strongest available browser encryption • Member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment’s charges and expenses. All return figures shown are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market circumstances.
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