Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment LLC is not registered. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. For more details, see our Form CRS, Form ADV Part II and other disclosures. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. Betterment LLC's internet-based advisory services are designed to assist clients in achieving discrete financial goals. Before investing, consider your investment objectives and Betterment LLC's charges and expenses. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Investments in securities: Not FDIC Insured Neither Betterment LLC nor Betterment Financial LLC, nor any of their affiliates, is a bank. Take advantage of our advice for those key moments in your life and let us help. Checking accounts and the Betterment Visa Debit Card provided by and issued by nbkc bank, Overland Park, Kansas, Member FDIC. Answer these seven questions and get recommendations tailored to you. Betterment Cash Reserve is offered by Betterment LLC.īrokerage services provided to clients of Betterment LLC by Betterment Securities , an SEC-registered broker-dealer and member of FINRA / SIPC. .īetterment Checking made available through Betterment Financial LLC. The articles and customer support materials available on this property are educational only and not investment or tax advice.Īdvisory services provided by Betterment LLC, an SEC-registered investment adviser. To the extent that there is marketing related to Betterment Checking, it is provided by Betterment Financial LLC. This property and any marketing on the property are provided by Betterment LLC. Hypothetical examples are for illustrative purposes only, and market conditions can and will impact performance. All investing returns and interest paid are assumed to be immediately reinvested. Monthly recurring deposits, equal to the monthly deposit amount selected, are assumed to be made at the beginning of the month and interest is paid and investing returns are reflected in balance at the end of the month.
The balance projections are based on an initial deposit equal to the monthly deposit selected. As such, it is not net of any management fees. The investment performance is not attributable to any actual Betterment portfolio nor does it reflect any specific Betterment performance. Annual investment return is assumed to be 7% each year. Savings accounts carry minimal risk of loss of value (savings in a bank account are protected by the FDIC up to $250,000), while investments involve risk of loss of value, due to market ups and downs.Ĭompound interest rate of return is assumed to be 0.07% compounded monthly and is equivalent to the national average savings account interest rate as of March 31, 2021, as reported by the FDIC for deposits under $100,000.
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