Fidelity

Fidelity

Fidelity Investments
+
+

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About

Betterment is a trusted digital investment platform designed to make building wealth and saving for retirement simple. It offers globally diversified portfolios managed with automated trading, rebalancing, and tax-loss harvesting technology, helping investors maximize returns while minimizing stress. Beyond investing, Betterment provides high-yield cash accounts with APYs significantly above the national average, plus FDIC insurance up to $2 million for peace of mind. For retirement, Betterment supports Traditional, Roth, and SEP IRAs, each offering distinct tax advantages to fit different financial situations. The platform also makes it easy to roll over old 401(k) plans into low-cost IRA accounts, helping clients reduce fees and consolidate assets. With Betterment’s personalized planning tools and expert guidance, individuals gain clarity and confidence in achieving long-term financial goals.

About

From complex wealth management to your retirement needs, we can help you with financial planning. With no account fees, $0 commission trades, and no minimums to open an account, we can help your money go further. Get easy-to-use tools and the latest professional insights from our team of specialists. Knowing where you stand is crucial. Use this tool to see how prepared you are for retirement, and what steps you may need to work on. Get professional investment management with our low-cost robo advisor solutions, from digital-only investing to a hybrid robo service with access to advisors when needed. Collaborate with a dedicated advisor who will work with you and for you, providing clear recommendations designed to help you grow and protect your wealth. Get a weekly email of our pros' current thinking about financial markets, investing strategies, and personal finance.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Betterment is ideal for individuals and business owners seeking an easy, tech-driven way to invest, save, and plan for retirement with tax-efficient strategies and expert guidance

Audience

Businesses searching for an Online Broker and Trading platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.7 / 5
ease 4.3 / 5
features 4.0 / 5
design 4.3 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Betterment
Founded: 2010
United States
www.betterment.com

Company Information

Fidelity Investments
Founded: 1946
United States
www.fidelity.com

Alternatives

Alternatives

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Fidelity

Fidelity

Fidelity Investments

Categories

Categories

Integrations

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Integrations

RightCapital
ADP Workforce Now
Bennie
Claritus
Coin Metrics
Dayforce
Diversiview
Dividend.watch
Era
Financial Tech Wiz Trading Journal
Kinfo
Medved Trader
Nitrogen
Obol
Option Alpha
Paychex Flex
PortfolioPilot
ProTracker RMD
Provisian
Riskalyze
Claim Betterment and update features and information
Claim Betterment and update features and information
Claim Fidelity and update features and information
Claim Fidelity and update features and information