These must be checks issued by a contra firm and made payable to Betterment FBO client’s name.
If you received a check without an account number (listed under Settings > Accounts) or rollover tracking number (listed on the Transfer instructions/paperwork), please write either number anywhere on the front of the check with a pen, then mail the checks to the address listed below.
All incoming rollover checks must be mailed to either address below: (personal checks are not accepted, please only send rollover checks)
Standard Mail Address
P.O. Box 203945
Dallas, TX 75320
For Mail with Tracking Number*
2975 Regent Blvd #203945
Irving, TX 75063
*Includes overnighted rollover checks and any rollover checks sent with tracking or requiring a signature. Rollover checks requiring a signature and sent to standard mailing address may be returned to sender or subject to delays.
Betterment processes all inbound checks within 1-2 business days of receipt. We will send an email to your client and copy you when the check has been deposited.