Cash Reserve is provided by Betterment LLC, which is not a bank, and cash transfers to program banks are facilitated by Betterment Securities. Betterment LLC only receives compensation from our program banks, and we do not charge fees on your account.
Ready to help your client save? If they don’t have an account with Betterment at all yet, go to your advisor dashboard to sign them up. It only takes a few minutes!
If your client already has a Betterment investing account, you can use the impersonation feature or the Add Account button to get them started with Cash Reserve.