Skip to main content

Where can I find account statements?

Published | Updated

Betterment automatically uploads statements in PDF format on a monthly basis, typically within the first week of the month. 

You can download monthly account statements by logging into your account from a web browser and selecting Documents from the menu.

Custom Account Statements

If you require a custom account summary for a specific timeframe, select +Generate account snapshot in the top corner. Please note that statements for 401(k) and crypto accounts cannot be generated through an account snapshot. 

Crypto Accounts

Crypto account statements will be delivered monthly via email (usually by the 8th). They will not be available in-app. 

401(k) Accounts

401(k) account statements are issued on a quarterly basis and typically released within the first week of the quarter. Similar to most of your account statements, they can be downloaded within the Documents section of your account.