Sign in

Betterment: $100 to $2,000 for new managed investing deposits

$100 to $2,000 bonus

· PerkSensei Desk

Enroll by Nov 30, 2026 and make net deposits of $1,000 to $200,000+ into Betterment managed investing accounts within 45 days. Rewards are tiered with a 3-year hold.

Is this deal useful?
Deposit
$1,000+ net deposits within 45 days of enrolling
Keep it for
3 years from reward date
Ends
Enroll by Nov 30, 2026
Bonus
$100 to $2,000 by tier
Who
New managed investing clients

How to get it

  1. Enroll through the offer link in your email or app, or the signup link on Betterment's website, by 11:59:59 PM ET on November 30, 2026.
  2. Within 45 days of enrolling, make net qualified deposits into eligible individual managed accounts (taxable, traditional, Roth or SEP IRA).
  3. Tiers (not cumulative)
    DepositBonus
    $1,000 to $9,999$100
    $10,000 to $24,999$125
    $25,000 to $49,999$250
    $50,000 to $99,999$750
    $100,000 to $199,999$1,250
    $200,000 or more$2,000
  4. The reward is deposited on or around the last day of the 45-day period.
  5. Keep the money in eligible accounts for three years after the reward date to avoid an Early Removal Fee.

What it means for churners

  • The three-year hold is long; compare against one-year-hold offers before moving large balances.

Fine print

  • Holding period is three years from the reward date. Withdrawals or moves to non-eligible accounts can trigger an Early Removal Fee, capped at the reward received.
  • Joint and trust accounts, self-directed investing accounts, Cash Reserve and 401(k) accounts are excluded.
  • Eligible: new clients, clients with a $0 balance in all managed investing accounts on May 1, 2026, or clients without a managed investing retail account. Not for Betterment Advisor Solutions clients.
  • The reward goes into IRAs first (Roth, then traditional, then SEP), then taxable accounts, and is reported as interest. The terms don't call it cash.
  • Not valid with other investing offers. US residents only.
  • Betterment's managed accounts charge an advisory fee; the terms page doesn't state the amount.

Source

New Client Tiered Investing Q2 2026 Reward Terms and Conditions | Bettermentbetterment.comOfficial sourceChecked Oct 17, 2026

Terms can change. Spotted something out of date? Tell us and we'll recheck it against the provider's page.

Report outdated terms

Weighing this bonus? Put it before the Money Court jury

Comments

Sign in to commentor create a free account. Read the community rules.

No comments yet. Tips and how it went for you are welcome.