Who is eligible for the Betterment Q1 2025 Tiered Rollover Reward?

This offer is only available to current Betterment customers who have or who open one or more Betterment IRA accounts (Roth, traditional, and/or SEP) and who rollover funds from an external account. This offer is not available to taxable investing accounts, 401(k) accounts, Inherited IRAs, and IRAs managed with a third-party Advisor through the Betterment Advisor Solutions platform.