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.
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Get One Month Commission Free From Betterment
To qualify for this promotion, you need to deposit at least $10,000 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.
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 available for new or existing Betterment customers.
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 Account||Commission Free|
|$500,000 or more||12 Months|
|$100,000 – $499,999||6 Months|
|$25,000 – $99,999||4 Months|