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If you’re looking to do some investing in stocks, but simply don’t have time to learn the ins and outs of the market, consider learning about Betterment’s services.
My write-up here is really to keep you updated on the special promotions and offers available from Betterment.
For some thorough reviews, check out the ones from:
I’ll give you a quick little rundown here.
Betterment is pretty much a lower cost alternative to hiring an investment advisor. The thing is, investment advisors typically only work with people with high net worths anyway. Basically, Betterment gives you investment advice in an automated fashion(i.e. they’re a “robo-advisor”), which saves them money and this in turn saves money for you.
Using automation, they are able to maximize your return on investments, all while minimizing a lot of the risk associated with investing in the market.
Betterment is a reputable service and has been featured in The New York Times, The Wall Street Journal, Forbes and Bloomberg.
They are pretty much the leaders in the automated investing sector currently.
Betterment Investing Promotion: 1 Month Of Free Service
Right now can receive 1 month of free service from Betterment with an initial deposit of at least $10,000.
- This offer is valid only for new individual accounts with Betterment.
- You must fund the $10,000 initial deposit within 30 days of signup and not withdraw that initial deposit for 90 days.
SEP IRA Promotion – Up To 12 Months Free
Here’s a promotion for the Betterment SEP (Simplified Employee Pension) IRA where you can earn up to 12 months free depending on your first deposit:
- Betterment SEP IRAs are for plans with one employee only.
- The offer is valid only for new individual accounts.
- You must fund the first deposit within 30 days of signup and not withdraw that initial deposit for 90 days.
|$25,000||4 MONTHS FREE|
|$100,000||6 MONTHS FREE|
|$500,000||12 MONTHS FREE|
401(k)/Retirement Account Rollover Promotion
Rollover your 401(k) or other retirement account to a Betterment IRA by July 11, 2017 and you can get up to 1 year free depending on your deposit:
|$10,000 – $99,999||1 MONTH FREE|
|$100,000 – $499,999||2 MONTHS FREE|
|$500,000+||12 MONTHS FREE|
- Rollover accounts like your 401(k), traditional IRA, Roth IRA, or SEP IRA from your current provider.
- To qualify, the rollover must be initiated after July 11, within 30 days of your initial sign up date, and completed within 75 days of your initial sign up date.
Betterment Free Canary Home Security Device Offer
Deposit at least $100,000 into a new Betterment account by April 18th, 2017 and receive a free Canary device with this promotion.
- The offer is valid only for (i) new customers and (ii) existing customers who have established but have never funded a Betterment account as of March 1, 2017 (“Eligible Customers”).
- *This offer applies solely to deposits made by an Eligible Customer into a taxable Betterment account (an “Eligible Account”).
- The offer does not apply to deposits or rollovers into any tax-advantaged retirement account, traditional IRA, Roth IRA, SEP IRA or other IRA account, or 401(k) account.
- Employer-sponsored retirement accounts provided through Betterment for Business and accounts advised through the Betterment For Advisors platform are excluded from the offer, and deposits into such accounts are not counted towards the deposit thresholds set forth in this offer.
- *To qualify for a single free Canary All-in-One Security device, an Eligible Customer without an existing account must, on or prior to April 18, 2017, (1) open a new individual Eligible Account with Betterment using the special designated link provided in an email from Canary or through other special designated access links made publicly available by Betterment, and (2) initiate a qualifying net deposit of at least $100,000 (such deposit must clear within 30 days of initiation).
- *To qualify for a single free Canary All-in-One Security device, an Eligible Customer with an existing but unfunded account must, on or prior to April 18, 2017, (1) access such customer’s Betterment account using a special designated link provided in an email from Betterment, and (2) initiate a qualifying net deposit of at least $100,000 (such deposit must clear within 30 days of initiation).
- *A “qualifying net deposit” must be initiated into an Eligible Account by an Eligible Customer on or prior to April 18, 2017, and such deposit must clear within 30 days of deposit initiation.
- *Qualifying net deposits are calculated as assets deposited into an Eligible Account minus assets withdrawn from such account and transferred out of Betterment.
- *Only outside assets new to Betterment qualify for purposes of calculating qualifying net deposits.
- *The customer must maintain a qualifying net deposit amount of at least $100,000 (without regard to any market losses or gains in the customer’s account for the relevant period) at Betterment for at least 45 days from the deposit completion date or Betterment shall be entitled to recover the retail value of a Canary device (up to $199) from the account.
- *The offer is limited to one per account, with no more than one account per customer.
- This offer applies to the Canary All-in-One Security device only, and does not apply to the Canary Flex or any other Canary device or service.
- Qualifying customers will receive redemption instructions following completion of a qualifying net deposit.
- Any Canary devices awarded as part of this offer must be redeemed by May 1, 2018.
- Betterment will purchase Canary devices from Canary as part of this offer.
- *This promotion is not valid with any other offers and is non-transferrable.
2 Months Free For PerkSpot Members Promotion
PerkSpot is a company that specializes in helping employees get discounts on a wide variety of products and services. Betterment is offering 2 months free for PerkSpot members.
- No stated expiration date for offer
- Perkspot members receive 2 months free service from Betterment
- Offer is valid for new individual accounts with Betterment
- You must fund an account within 30 days of signup and not withdraw that initial deposit for 90 days.
Betterment $25 Sign-Up Bonus:
You can earn a $25 bonus for opening a new Betterment account and making an initial deposit of $250.
- Promotion Link: $25 bonus
- Expiration: currently unavailable
- Make the initial $250 deposit within 90 days of account opening.
- You must not withdraw the initial deposit for 90 days.
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*Be sure to check out all the new Stock Broker promotions and bonuses here.