We’re excited to offer our new cash management solution for your clients’ everyday money. Betterment Everyday™ is a cash management suite that your clients will be able to use alongside their investing account —if they also choose to invest—all in one place.
Betterment Everyday™ Cash Reserve—Available Now
- Cash Reserve’s rates are variable, check the latest rates here
- Clients can join the Everyday™ Check waitlist for the promotional rate
- FDIC insurance covering up to $1,000,000† at program banks
- Access cash in 1-2 business days
- No limits on withdrawals
- No minimum balance
- No fees will be charged on the account balance, including fees for your advisory services or the Betterment platform fee
Later this year, your clients will be able to open a checking account. By securing their spot on the waitlist for Betterment Everyday Checking, they can unlock our promotional rate on their Betterment Everyday™ Cash Reserve through 2019. This promotional rate is variable and is subject to fluctuations. Click here to see the latest promotional rate and the rate without the promotion here.
Betterment Everyday™ Checking—Coming Soon
- ATM fees are reimbursed‡
- No minimum balance
- No overdraft fees
- No maintenance fees
- FDIC insurance covering up to $250,000
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.