Can I transfer my Betterment portfolio?

Yes. Betterment supports ACAT transfers to another brokerage.

Are there closing fees?

No. Betterment does not charge account closure fees.

IRA accounts can be transferred. Direct liquidation may trigger taxes and penalties.

from $5.00/month

EasyYou save $60.00/year by cancelling

Estimated Time:15 minutes

Cancel Method:Website

Visit betterment.com and sign in.

Navigate to Settings > Account.

Click 'Close account' and choose to liquidate or transfer.

Follow the prompts. ACAT transfers to another broker are supported.

Consider transferring your portfolio via ACAT rather than liquidating to avoid tax events.

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