Betterment Promotion

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 Six Months Commission Free
  2. Betterment $25 Refer-a-Friend

Be aware there are two ways to get Betterment’s $25 signup bonus. Read carefully and determine which situation is right for you.

Up To Six 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 only available for taxable accounts only. IRA accounts do not qualify for this offer. You must make the deposit within 90 days of opening your Betterment account. This this promo code ends March 31st 2014.

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

Betterment $25 Refer-A-Friend

There is a backdoor way to get the $25 bonus at Betterment with an IRA account. Since we are a customer of Betterment, we have access to their refer-a-friend program. For every referral, we get $10, and you get $25. To qualify for the refer-a-friend program, you must deposit at least $500 within 90 days of opening the account.

We have confirmed with Betterment on how to get this bonus. IRA accounts do qualify for this offer, but will not be applied automatically. They are happy to manually apply, once you’ve made the initial deposit of $500 or more. Send an email request to after opening an account. Reference this web page if needed.