Betterment Promotions

Betterment is not like any other broker we’ve reviewed. It’s set-and-forget investing for individuals wanting automated financial guidance at a low cost. You create a goal, and Betterment creates a personalized investment plan. Better yet, you don’t need to pay any advisor fees.

Read our review of Betterment to get a better idea of what they are about.

Click on one of the following links to jump down to that section.

  1. Up to 6 Months Commission Free
  2. Betterment SEP IRA – Up to 12 Months Free
  3. Up to 12 Months Free

Up to 6 Months Commission Free From Betterment

To qualify for this promotion, you need to deposit at least $5,000 into a new Betterment account. This offer is available for all of their accounts, but you must make the deposit within 90 days of opening your Betterment account.

Open AccountCommission Free
$100,000 or more6 Months
$25,000 – $99,9994 Months
$5,000 – $24,9993 Months

Betterment 60 Days Free

Get a total of sixty days free when you open an account with Betterment (30 days free as part of signing up and 30 days additional as part of this promotion). Since I’m a Betterment customer, I have access to this exclusive offer. For every referral, we both get 30 days free. To qualify for this, you must deposit $500 — and not withdraw your funds — in a new account within 90 days of opening.

This works with all of their investing accounts and IRA accounts, as confirmed by Betterment. Click the link below for more details.


Betterment SEP IRA – Up to 12 Months Free

Invest your SEP (Simplified Employee Pension) IRA with Betterment and get up to 12 months completely free. This offer is only valid only for new Betterment individual accounts.

Betterment’s SEP IRA process is quick and easy setup with minimal paperwork and offers a high contribution limit of up to $53,000 for 2015. In addition, your earnings grow tax-free earnings and include tax-deductible contributions. Currently, Betterment does not support SEP IRA plans with more than one participant. We are working to provide this capability in the future.

To qualify for this promotion, you need to deposit at least $25,000 into a new Betterment SEP IRA account (Simplified Employee Pension). As this time, Betterment does not support SEP IRA plans with more than one participant, but they hope to provide this feature soon.

Open AccountCommission Free
$500,000 or more12 Months
$100,000 – $499,9996 Months
$25,000 – $99,9994 Months