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IRA and Retirement Accounts

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Which providers are supported by Betterment for Advisors’ e-fax rollover process?
Do you support inherited IRAs?
Can you undo Roth conversions?
Do you support Roth conversions?
How do I initiate a rollover on behalf of my client?
Does Betterment support SIMPLE IRAs?

Does Betterment support SIMPLE IRAs?

No, Betterment does not currently support SIMPLE IRAs. As we evolve the platform, we expect to be able to support further account types.

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Related articles

How do I initiate a rollover on behalf of my client?
Do you support Roth conversions?
Which providers are supported by Betterment for Advisors’ e-fax rollover process?
Will my firm need to update our ADV and/or Customer Agreement to reflect the incorporation of Betterment for Advisors into my practice?
Can you undo Roth conversions?

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