A rollover gives your money a better home

Still have questions?

• How can I roll over my account to Betterment?
  After opening your account, you’ll answer a couple of questions, and we’ll determine if you can automatically roll over your account. If not, you’ll receive an email with the full, personalized instructions (how the check should be issued and where it should be sent) to complete your rollover.
  
  Please note that Traditional funds must be rolled over into a Traditional IRA and Roth funds must be rolled over into a Roth IRA. If you aren't sure which type(s) of funds you have, contact your current provider. You can always convert a Traditional IRA into a Roth IRA after the rollover.
• What accounts can I roll over?
  You can roll over a 401(k), 403(b), or IRA to Betterment.
• How long does a rollover take?
  Generally, it takes 7-10 business days after the funds have left your old provider for the funds to appear into your Betterment account. This includes mail time, processing, and time for the funds to settle. You will be notified via email as soon as the funds appear in your Betterment account.
• What does it cost?
  Betterment does not charge a fee when you rollover an account to us. Our management fee is $4 a month or 0.25% annually. This gives you all the benefits of our automated technology: hands-off investing, expert-built portfolios, and guidance to help you grow your retirement.
  
  Learn more about pricing