When you open an investing goal, you'll review your allocation settings. If you follow Betterment’s advice, your allocation will adjust automatically as you near your goal date. To opt out of this, you can disable the "auto-adjust" feature and choose your own allocation.
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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