Features
IRA Withholding
Auto-Adjust
- What’s the difference between having Betterment automatically adjust my client’s allocation vs. following Betterment’s allocation advice myself.
- How will my client be notified when there are automatic adjustments to their account allocation?
- How can I or my client tell if the account allocation is being automatically adjusted?
- How can I automatically adjust my client’s account allocation?
- If I choose to automatically adjust my client’s account allocation, how does this affect their tax optimization tools?
- How often will my clients’ account allocations be automatically adjusted?
Charitable Giving
- Can my client donate to charity with shares from goals using any portfolio strategy?
- Can my clients donate shares from a Tax-Coordinated Portfolio?
- Can my clients donate shares from their Betterment IRA or 401(k)?
- How can I explain to my clients why they should consider donating shares to charity?
- How can my clients donate shares?
- How do my clients get a receipt for their charitable donation?