Betterment
UnclaimedAutomated investing and cash management for individual investors
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About Betterment
Managing a diversified investment portfolio, reinvesting dividends, and optimizing for taxes manually can be complicated and time-consuming for everyday savers.
Betterment provides automated investing and cash management services that help individuals grow their money. It builds and manages globally diversified portfolios while automatically handling trades, rebalancing, dividend reinvestment, and tax management.
In addition to automated investing, the platform supports self-directed investing, custom portfolios, high-yield cash accounts, and retirement accounts including traditional and Roth IRAs, solo 401(k) plans, and SEP IRAs.
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Features
Compare with Charles Schwab- Automated investing
- Automatic portfolio rebalancing
- Custom portfolios
- Dividend reinvesting
- High-yield cash account
- Retirement accounts
- Self-directed investing
- Tax management
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