Betterment Login | Investing Made Better
Last updated
Last updated
To begin your journey with Betterment Login, you need to attend the following directions carefully.
Foremost, it will help if you will press the Sign-Up option applicable at the top right of your screen.
Now you need to fill in the blank( I am _) and hit on the Continue bar.
You will have to choose your first goal from the available options.
Furthermore, it will help if you will preview your retirement goal.
Then, it is time for you to mention basic details about yourself, like your name, email address, etc.
And again, press the Continue button.
Mention your Contact Information, such as your mobile number, address, etc.
Please move to the Continue button.
Before you head to any other step, you must wind up with the Identity verification process.
To end up with the account setup procedure, you must enter some details regarding the mentioned things:
Your Financial Background details
Regulatory Questions
Account Security
And finally, you are done. It straightly indicates that you have successfully created an account on Betterment.
According to the guidelines, a Betterment user can own up to two checking accounts. It can be two joint accounts, individual accounts, or one of each. Therefore, you need to be free to decide and select based on your requirements.
You can set up a Joint Checking account by changing your existing Checking account into Joint Checking or by creating a new Joint Checking account.
Therefore, to convert the account, you have to Sign-In and choose your existing Checking account. Go to the Manage Account bar and choose to Add someone to the account bar.
Or else, if you wish to create a new account, you have to choose Checking from the Add goal/account option. And select between a Joint Checking and Checking account.
Before you finish the procedure, it will ask to add some basic info regarding your Joint Checking partner. After which, your partner will receive an email to join your account. And you are done.
