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Which Betterment accounts can be automatically adjusted?

Published | Updated

Any accounts opened before Dec. 14, 2017 that use the Betterment Portfolio Strategy, the Betterment SRI portfolio strategy, and the Goldman Sachs Smart Beta portfolio strategy were enrolled to auto-adjust, as long as the account met the following criteria:

  • The account is funded.
  • Your target allocation exactly follows Betterment’s allocation advice.
  • The account is not a Safety Net goal (as Safety Net allocation advice does not change over time).

After Dec. 14, 2017, any newly opened account meeting the above criteria will also be opted into automatically adjusting. Accounts with allocations not following Betterment's allocation advice will not automatically adjust.

Note: This does not include Safety Net goals or Blackrock Income portfolio strategies as the allocation advice does not change over time.