To start a manual ACATS transfer to Betterment, follow these steps:
1. Contact a Transfer Specialist
Email transfers@betterment.com to connect with a transfer specialist and begin the process.
2. Upload Your Account Statement
You will be asked to securely upload the most recent statement from your current account. Once reviewed, a transfer specialist will provide personalized guidance for completing your transfer.
3. Assistance for Larger Transfers
If you are transferring an account valued at $20,000 or more, you can request direct
assistance from our Licensed Concierge team for specialized support.
If you need help at any point, our transfer team is available. Please do not hesitate to reach out to transfers@betterment.com for dedicated assistance.
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