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

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.

Open Account Commission Free
$100,000 or more 6 Months
$25,000 – $99,999 4 Months
$5,000 – $24,999 3 Months

Betterment $25 Refer-A-Friend

There is a backdoor way to get a $25 bonus at Betterment with an IRA account. Since I’m a customer of Betterment, I have access to their refer-a-friend program. For every referral, I 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.

This also works with IRA accounts, and have confirmed with Betterment. 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.