Betterment® Login | Log In To My Account (Offical Website)

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Maximizing Your Betterment Experience

Once you’re logged into your Betterment account, there are several features and tools you can use to maximize your investment experience:

Portfolio Management

Betterment allows you to view and manage your investment portfolio easily. You can:

  1. View Performance: Check the performance of your investments over various time periods.
  2. Rebalance Portfolio: Betterment automatically rebalances your portfolio to maintain your desired asset allocation.
  3. Adjust Risk Level: If your financial situation or goals change, you can adjust your risk tolerance.

Goal Setting

Betterment’s goal-based approach helps you stay focused on your financial objectives. You can:

  1. Create Goals: Set specific financial goals such as retirement, buying a home, or saving for a vacation.
  2. Track Progress: Monitor your progress towards each goal and make adjustments as needed.
  3. Automate Savings: Set up automatic transfers to fund your goals regularly.

Tax Optimization

Betterment offers several features to help minimize the tax impact on your investments:

  1. Tax-Loss Harvesting: This feature automatically sells investments at a loss to offset gains and reduce your taxable income.
  2. Tax-Coordinated Portfolios: Betterment optimizes asset location across taxable and tax-advantaged accounts to maximize after-tax returns.

Cash Management

Betterment’s cash management services provide convenient options for managing your everyday finances:

  1. High-Yield Cash Account: Earn interest on your idle cash with a high-yield cash account.
  2. Betterment Checking: Use the Betterment Checking account for everyday transactions, with benefits like no account fees and ATM fee reimbursements.

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