Your clients can reserve their spot on the waitlist to secure earlier access and receive updates, but don’t worry, they aren’t committing to opening a checking account just by signing up for the waitlist. We’ll let them know when Betterment Everyday™ Checking‡ becomes available for them to sign up for and start using.
Get A Higher Betterment Everyday™ Savings Rate
Your clients can reserve a spot on the Betterment Everyday™ Checking waitlist to unlock our 2.04% APY* on Betterment Everyday™ Savings† through 2019. This will also help them get earlier access to sign up for and start using Checking.
Your clients can move up the waitlist to have a chance to gain access sooner. They can simply invite friends to secure their spot on the waitlist with their dedicated invite link, and once they do, they’ll move higher up on the list for a chance to get earlier access to Betterment Everyday™ Checking.
To find their invite link, clients should login and click on Introducing Betterment Everyday™ on the left.
Remember that others on the list can move up, too, which means your clients may find their waitlist number either increasing or decreasing over time. They can keep referring friends to stay near the top.
Your clients will not be receiving any marketing communications about Betterment Everyday™ Checking but we’ll still keep their place in line for access. The only exception is that we will send them up to two email notifications when their spot on the waitlist opens up and you are able to sign up for a Checking account.
Removal From Waitlist
If your client wants to completely remove themselves from the waitlist, and lose their chance at a higher rate for Savings, they can email us and request that we remove them.
Cash Reserve is provided by Betterment LLC, which is not a bank, and cash transfers to program banks are facilitated by Betterment Securities. Checking will be provided by Betterment Financial LLC, in partnership with nbkc bank.