To confirm whether auto-adjust is on or off within an investing goal:
Web browser:
- Log into Betterment.
- Select the investing goal from the left-hand menu.
- Click the “Settings” tab.
- Scroll to the “Portfolio” section. Here, you can confirm if auto-adjust is on or off.
Mobile app:
- Log into the Betterment app.
- Tap the investing goal from the home page.
- Tap “Settings” in the upper right-hand corner.
- Here, you will find an “Auto-adjust” section with either “On” or “Off” displayed.
To enable or disable auto-adjust:
Web browser:
- Log into Betterment.
- Select the investing goal from the left-hand menu.
- Click the “Settings” tab.
- Scroll to the “Portfolio” section.
- Next to “Allocation”, select “Edit”.
- In the left-hand column, you can toggle auto-adjust on or off.
Mobile app:
- Log into the Betterment app.
- Tap the investing goal from the home page.
- Tap “Settings” in the upper right-hand corner.
- Select “Edit” next to “Auto-adjust”.
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