Standard Signup Offer Terms and Conditions
Updated March 9, 2018
Get up to 1 year managed free
Sign up today, make a deposit into an investing account (excluding crypto accounts), and we'll automatically waive your investing management fee. The amount of time you get managed free is based on the total amount you deposit within 45 days of opening an investment account.
| Deposits within 45 days | Total time managed free |
|---|---|
| $15,000 - $99,999 | 1 month |
| $100,000 - $249,999 | 6 months |
| $250,000+ | 1 year |
Terms and Conditions
To qualify for 1 month free of management fees, you must fund an investing account (excluding crypto accounts) with at least $15,000 within 45 days of signup.
To qualify for 6 months free of Betterment’s management fees, you must fund an investing account (excluding crypto accounts) with at least $100,000 within 45 days of signup.
To qualify for one year free of management fees, you must fund an investing account (excluding crypto accounts) with $250,000 within 45 days of signup.
This offer does not apply to Betterment’s management fees charged on crypto accounts. This promotion is not valid with any other offers, and it is non-transferable. Offer available to U.S. Residents only.
The offer is valid only for new individual investment accounts with Betterment LLC held in traditional securities investments (e.g. stock and bond ETFs, stocks, bonds) and does not apply to cryptocurrency investments, accounts held in Betterment Cash Reserve or any Betterment Checking accounts. Employer-sponsored retirement accounts provided through Betterment at Work, accounts advised through the Betterment for Advisors platform, and Health Savings Accounts via Optum Bank also are excluded from this offer.
This offer does not apply to any fees charged by any advisor with whom you are matched with.
Betterment reserves the right to terminate this offer at any time, to limit account bonuses you are eligible to receive, and to refuse or recover any promotion award if Betterment determines that it was obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided in opening the account, or that any terms of the Betterment Account Agreements have been violated. Free time applies only to management fees charged by Betterment for investment advisory services and does not include any fees and expenses charged to shareholders by the funds held in your Betterment account.
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. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature.