How do transactions work with Smart Saver? Like your clients’ other investments at Betterment for Advisors, you and your clients can seamlessly move all or part of their Smart Saver balance into a taxable Betterment goal or initiate a transfer back to their linked bank account at any time. Related articles How does Smart Saver differ from a Safety Net goal? What is Smart Saver? How do I set up or adjust a Flexible Portfolio for my clients? Does Betterment support ACATs? How will adjusting my client’s portfolio impact their fees?