Betterment

Free

A robo-advisor that builds and rebalances a portfolio

Best for investing · robo-advisor · ira

Toolora score86/100

Our own editorial score, not public reviews.

Strengths

  • Automated portfolio from a questionnaire
  • Tax-loss harvesting on paid plans

Skip if

you need a team plan, audit logs, or a phone number to call

Betterment builds an ETF portfolio from a questionnaire, then rebalances it. Open a taxable account or IRA and let the allocations stay on target.

Key features

  • Automated portfolio from a questionnaire
  • Tax-loss harvesting on paid plans
  • IRAs, taxable, and cash accounts
  • Web plus iOS and Android

Why it is on Toolora

We list Betterment for people who need investing · robo-advisor · ira. Skip it if you need a team plan, audit logs, or a phone number to call.

Closest alternatives on Toolora: Acorns, Vanguard, Charles Schwab.

Try instead

Compare
Paid

Acorns

Round-up spare change into an ETF portfolio

Finance
Toolora score82

Paid, where Betterment has a free option.

Paid, where Betterment has a free option.

Paid

Charles Schwab

Brokerage, retirement, and banking in one firm

Finance
Toolora score87

Paid, where Betterment has a free option.

Betterment

Free to browse; management…

Get it here