Referral Program | Betterment

Give your friends and family a smarter investing experience.

As a thank you, we'll reward you and your friends with a special referral offer.

Low costs.

Our low-fee pricing plans and low-cost ETFs in our portfolios limit the impact of fees on returns
Personalized advice.

Betterment will recommend a personalized strategy for their financial goals. Create goals to save for retirement, a house, to build wealth, or all of the above.
Tax-efficient investing.

Automatic investment of deposits and dividends keep their portfolio balanced, reducing the need to trigger gains through rebalancing.