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Latest updates to the Betterment Pricing page

  1. Check
    4 days ago
    Change Detected
    Summary
    New customer offer with an APY Boost: new clients with a qualifying deposit receive a 0.65% boost to the base APY; the base APY is 3.25% as of 12/12/2025, with a $10 minimum deposit and terms apply.
    Difference
    0.7%
    Check dated 2026-02-20T15:45:48.000Z thumbnail image
  2. Check
    11 days ago
    No Change Detected
  3. Check
    19 days ago
    Change Detected
    Summary
    Core pricing content, tier structure, and key disclosures appear unchanged. No additions or deletions affecting pricing or eligibility are observed.
    Difference
    0.1%
    Check dated 2026-02-06T09:14:43.000Z thumbnail image
  4. Check
    33 days ago
    Change Detected
    Summary
    Premium pricing has been added to the page, introducing an advisor-access tier at a 0.65% advisory fee with discounts for high balances. It sits alongside existing investing and cash offerings, expanding the pricing options shown to users.
    Difference
    0.1%
    Check dated 2026-01-22T17:52:17.000Z thumbnail image
  5. Check
    40 days ago
    Change Detected
    Summary
    Added a concise disclosure that the Licensed Concierge Team may receive incentive compensation based on funds transferred to Betterment, and noted that Betterment’s revenue varies across offerings with a commitment that team members act in the client's best interest. Removed the previous detailed disclosure about asset-transfer thresholds and the supervisory language describing incentives and conflicts.
    Difference
    0.2%
    Check dated 2026-01-15T10:52:17.000Z thumbnail image
  6. Check
    48 days ago
    Change Detected
    Summary
    The pricing changes set a $5/month base fee with a 0.25% annual rate triggered by $200+ monthly deposits or a $24k balance, and add tax-saving language plus a self-directed wrap-fee waiver. The Premium offering and the $250+ monthly deposit tier are removed.
    Difference
    1%
    Check dated 2026-01-08T02:26:54.000Z thumbnail image
  7. Check
    69 days ago
    Change Detected
    Summary
    APY boost updated to 3.90% and the new 12/12/2025 APY figures are shown, replacing the prior 4.15%/3.50% values and older 'as of' dates.
    Difference
    0.6%
    Check dated 2025-12-17T18:59:20.000Z thumbnail image

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