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Latest updates to the Betterment Pricing page

  1. Check
    today
    No Change Detected
  2. Check
    7 days ago
    Change Detected
    Summary
    The pricing text now presents the condition as '$200+ monthly recurring deposit or $24K - $1M balance' as a single line. It replaces the previous separate bullets '$24K - $1M balance' and '$200+ monthly recurring deposit'.
    Difference
    0.3%
    Check dated 2026-04-19T12:46:45.000Z thumbnail image
  3. Check
    15 days ago
    Change Detected
    Summary
    Added: See additional pricing information and that traditional investment portfolios begin at $5/month with no minimum balance. Removed: outdated pricing details including 'as of 12/12/2025. $10 min deposit.', the 3.25% APY, and the phrase 'Annual percentage yield (variable) is'.
    Difference
    0.5%
    Check dated 2026-04-11T22:20:13.000Z thumbnail image
  4. Check
    65 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
  5. Check
    79 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
  6. Check
    94 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
  7. Check
    101 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

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