Find new Betterment promotions, bonuses, and offers for trading stocks, ETFs, bonds, options and mutual funds here.
Betterment is one of the most popular platforms for automated investment, along side Wealthfront. These two platforms are also known as Robo-Advisors in the investment community. Qualify for 1 Year Managed Free with Betterment’s newest promotions. You can also refer 3 friends to earn an additional free year.
Additionally, if you’re looking for a financial planner, consider looking at a free to use platform like SmartAsset. To maximize return on your investments and minimize risk associated with investing, use automation.
For more, see the best investment promotions from E*Trade, TD Ameritrade, Ally Invest, Chase You Invest, WeBull, Robinhood, and more.
| PROMOTIONAL LINK | OFFER | REVIEW |
| J.P. Morgan Self-Directed Investing | Up to $700 Cash | Review |
| TradeStation | $3500 Cash | Review |
| M1 Finance | Up to $2,000 Cash & free trades | Review |
| WeBull | 12 Free Stocks & free trades | Review |
| SoFi Invest | $25 Bonus and free trades | Review |
About Betterment Promotions
If you’re currently looking for better ways to invest your money, Betterment offers you a platform where you can manage your investments and trade.
Their trading experience allows investors to manage their own accounts, access their own portfolios, and make trades seamlessly across multiple devices. Access your account on-the-go with mobile and tablet apps for iPhone and Android.
I’ll review Betterment below.
Betterment 1 Year Managed Free
Earn a bonus when you open a new account!
Betterment offers a great bonus where you can manage all of your trades for free up to 1 year, so you don’t have to worry about spending each time!
- Account Type: Betterment Account
- Availability: Nationwide
- Online Trades: $0 per trade
- Credit Inquiry: Unknown, let us know!
- Annual Fee: Varies
- 0.25% – Digital Plan, No Minimum
- 0.40% – Plus Plan, $100,000 Minimum
- 0.50% – Premium Plan, $100,000 Minimum
- Additional Requirements: None listed
- Closing Account Fee: None listed
(No Expiration Date)
How To Earn The Cash Bonus
Commission-Free Trades for up to 90 Days Bonus:
- To qualify for 1 month free of management fees, you must fund an account with at least $15,000 within 45 days of signup.
- To qualify for 6 months free of management fees, you must fund an account with at least $100,000 within 45 days of signup.
- To qualify for one year free of management fees, you must fund an account with $250,000 within 45 days of signup.
Betterment Extra Free Year Referral Bonus
Get a referral bonus of 1 year FREE when you refer 3 friends to Betterment
With the Betterment referral offer, you get 30 days free and on top of that your referral will receive 3 months free. As an added bonus, when you reach 3 referrals, you get an extra year free.
- Account Type: Betterment Account
- Availability: Nationwide
- Online Trades: $0 per trade
- Credit Inquiry: Unknown, let us know!
- Annual Fee: Varies
- 0.25% – Digital Plan, No Minimum
- 0.40% – Plus Plan, $100,000 Minimum
- 0.50% – Premium Plan, $100,000 Minimum
- Additional Requirements: None listed
- Closing Account Fee: None listed
(No Expiration Date)
How To Earn The Bonus
- If you are already a Betterment account holder you can find your referral link on your online account
- For every friend you refer that funds an account, you get 30 days free, while your referral gets 3 months free
- When you refer your first 3 friends, you earn an additional year for free
- The max number of people you can refer to earn a fee waiver is five
- Subject to the limitations above, a “Qualifying New Account” is a new individual Betterment account opened by your Betterment referee friend using the special designated link from your invitation, which your referee friend funds with an initial deposit, provided that the initial deposit is not withdrawn for 90 days. Betterment is not responsible for incorrect entry or other failure on the part of your referee to meet the standards of a Qualifying New Account.
- This promotion is not valid with any other offers and is non-transferrable.
- Offer available to U.S. residents only.
- Betterment reserves the right to terminate this offer at any time for any reason.
- Employer-sponsored retirement accounts provided through Betterment for Business are not Qualifying New Accounts. If you are a participant in your employer’s retirement plan through Betterment for Business, and also have a personal Betterment account, only your personal account will receive fee waivers under the Betterment Refer a Friend Program. Accounts advised through the Betterment for Advisors platform are also not Qualifying New Accounts or eligible for fee waivers through this program, and if you become advised through the Betterment for Advisors platform during a period in which Betterment is waiving the fees applicable to your account under the Refer a Friend program, Betterment will not waive any fees following such date. This promotion does not apply to any fees charged by an advisor you are matched with through the Betterment Advisor Network.
Betterment Checking: No-Fee Online Checking
Betterment has launched their Betterment Checking account which is now top free Checking account options.
- All ATM fees reimbursed worldwide
- ATM fees are reimbursed directly to your account. This applies at every ATM, worldwide, where Visa is accepted. Once you’ve withdrawn your cash, you’ll be notified with a confirmation that the fee will be reimbursed by Betterment.
- Visa foreign transaction fees reimbursed
- They’re reimbursing Visa’s 1% fee on foreign transactions, purchases, and ATM transactions. Put this together with the worldwide ATM fee reimbursement and you’ve got an amazing travel companion card.
- No monthly maintenance fees, no minimum balances, and no overdraft fees
- Mobile Check Deposit is available for all Betterment Checking users
- Checking is FDIC insurance up to $250,000
Betterment Cash Back Rewards
- Rewards with thousands of merchants
- Access to in-store and online offers so you can shop exactly how you want. In-store offers will automatically be linked to your Betterment Visa® debit card, and you can shop via the online or in-app cash back experience to redeem online offers.
- Betterment offers deals at both local and large-scale national merchants. There are even some merchants whose deals are valid overseas!
- Personalized offers based on spending history and location
- Betterment only want to show you offers that are relevant to you, so they’ll use your Betterment Checking transaction history to identify which offers those are. Your cash back offers will be unique to you, and the more you use your Betterment Visa® Debit Card the more personalized they will become.
- Not sure where to eat or shop? Share your location with Betterment and they’ll show you nearby in-store offers to help you choose.
- Notification of earned rewards
- Nobody enjoys watching money leave their account. That’s why Betterment will send near-realtime notifications when you make a qualifying transaction that earns you rewards. Money out, money in.
- Daily reward payouts
- Betterment will pay out rewards as soon as they can – no additional waiting periods or minimum reward balances. You can receive rewards multiple times per day, every day.
- Rewards automatically deposited back into customers’ Betterment Checking accounts
- You won’t have to lift a finger to transfer your rewards to your account. Cash back will be automatically deposited back into your Betterment Checking account(s) as it becomes available.
- Data security
- Betterement’s cash back partner, Dosh, will not receive any personally identifiable information, including your name and account number. Betterment will assign a unique ID to each customer and use that as a proxy with Dosh to keep your data safe. Dosh is also contractually prohibited from selling any of your transaction data to third parties. To learn more, please review the Dosh Terms of Service and Betterment’s Privacy Policy.
(Visit the link to learn more at Betterment)
Betterment Cash Reserve Rate Offer: 1.10% APY
- What you’ll get: 1.10% APY
- Where it’s available: Nationwide
- How to earn it:
- Earn a variable rate up to 1.10% APY.
- Requirement of a $10 minimum deposit
- No minimum balance required to be maintained.
- Account Features:
- Eligible for FDIC insurance up to $1M
- Unlimited transfers in and out
- Cash Reserve places no fees on your account balance and requires no minimum balance
(Visit the link to learn more at Betterment)
Betterment $75 or 7,500 Sign-Up Bonus via Rakuten
Earn $75 or 75,000 bonus
Rakuten is offering a $75/75,000 points when users open a new Betterment checking account and fund the account with $1.
Alternatively, you can open and invest $10 in a Cash Reserve or investing account to get the same bonus.
(Visit the link to learn more at Rakuten)
How To Earn The Bonus
- The Rakuten portal is offering $75/7,500 points if you open a new Betterment checking account and fund the account with $1.
- Or you can open a Cash Reserve or investing account and invest $10 and get the same bonus.
- Exclusion: Cash Back is only earned for a funded Betterment Checking, Cash Reserve or Investing account of at least $1.00 for checking products and $10.00 for Cash Reserve and investing products, and is not available for other Betterment products or current Betterment customers.
- Checking accounts and the Betterment Visa Debit Card provided and issued by nbkc bank, Member FDIC.
- Funds deposited into Checking will be eligible for up to $250,000 of FDIC insurance.
- Betterment Checking made available through Betterment Financial LLC.
- Neither Betterment Financial LLC, nor any of their affiliates, is a bank.
- Betterment Financial LLC reimburses ATM fees and the Visa 1% foreign transaction fee worldwide, everywhere Visa is accepted.
- Void where prohibited or restricted by law.
- Cash Reserve is only available to clients of Betterment LLC, which is not a bank, and cash transfers to program banks are conducted through the clients’ brokerage accounts at Betterment Securities.
- Investing involves risk and performance not guaranteed.
Compare To Other Institutions
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Bottom Line
Here, you can find all the Betterment promotions offered. Betterment, although a new face to the brokerage market, has exceeded exceptionally in their various financial products.
You can perform self-directed trading if you’d like to challenge your investments and have more control of your own account. Or you can always use their managed portfolios where you will have professional assistance with managing your investments.
This way, they can help you reach your ideal goals. Betterment also offers a range of automated commission-free portfolios that utilizes EFTs. These can diversify your investments across a spread of asset classes.
Bookmark this page and check back often for Betterment promotions, bonuses, and offers.
For high capital investors with at least $100k available for investment, consider Personal Capital. Personal Capital has a robo-advisory service along with industry leading human financial advisor services. You can check out the best Robo-Advisors here on HMB.
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