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SBLOCS are here! Offer your clients fast access to cash without disrupting their long-term investing strategy.  Learn more

Welcome to your advisor toolkit

Explore our automated platform and features at your own pace, with dedicated support whenever you need it.
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Navigate your platform with step-by-step guides

  • Onboarding

    Set up your profile

    Create an account and assign user roles.
     Get started

    getstarted1
  • Onboarding

    Explore your new advisor dashboard

    Set up billing, reports, compliance requirements, portfolios, and settings.
     Get started

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  • Onboarding

    Onboard new clients

    Invite new clients, link accounts, take actions on your clients’ behalf, and edit beneficiaries.
     Get started

    getstarted3
  • How-To

    Start a rollover or transfer

    Learn more about taxable account transfers, ACATs, IRA rollovers, and more.
     Get started

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  • How-To

    Maximize tax efficiency

    Get tax forms, info on RMDs, as well as recharacterizations and Roth conversion.
     Get started

    how2

Share client-ready resources

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    Client brochure

    Help clients leverage our technology. Download PDF

  • client2-1

    Cash Reserve

    Learn more about managing cash alongside investments. Download PDF

  • Client3-1

    How to open an account

    Tips for getting started with a Betterment account. Download PDF

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    Dimensional Core Plus ETF Wealth Models

    Provide info to help clients decide if it’s right for them. Download PDF

Get support you can count on

Whether you’re looking for help transitioning assets, onboarding clients, or billing—our team can help.

Contact our team: support@BettermentAdvisorSolutions.com
(888) 646-2581 Monday–Friday, 10am–6pm ET 

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FAQs