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How do I update my display name?

Published | Updated

Please note the following before updating your display name:

  • These instructions are for changing the name that Betterment uses to address you. 
  • Due to regulations, your legal name will continue to appear on documents such as tax forms.
  • Betterment reserves the right to revoke access to this feature if it is used inappropriately.

To update your display name:

Web browser:

  1. Log in to Betterment using a web browser.
  2. Navigate to your “Settings” page.
  3. Next to your display name, click “Edit”.
  4. After verifying your identity, you’ll be asked, “How should we address you?” Enter your preferred first name and click “Update”.
  5. Please allow a few days for the change to be reflected throughout our system. We apologize for any misnaming in emails or mailers. Contact us if there are any issues or questions.

Mobile app:

  1. Log in to the Betterment mobile app.
  2. Tap the three lines in the upper left-hand corner to open the menu.
  3. Tap “Settings” then “Display Profile”.
  4. Select “Change First Name”.
  5. After verifying your identity, you’ll be asked, “How should we address you?” Enter your preferred name and click “Update”.
  6. Please allow a few days for the change to be reflected throughout our system. We apologize for any misnaming in emails or mailers. Contact us if there are any issues or questions.