Tax Loss Harvesting+ is available to all Betterment customers regardless of balance, at no extra cost.
To turn on Tax Loss Harvesting+, first log in to your client’s Betterment account. On the Summary tab, click “Set Up” in the “Tax Losses Harvested” box at the top of the page.
Learn how to enable TLH+ across your client’s and their spouse’s accounts here.
To read more about whether your clients might benefit from TLH+, please see our article here.
For more information on TLH+, please see our whitepaper.
