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.

How to Cancel Betterment (2026)

Betterment plans start from $5.00/month. Follow our 4-step guide to cancel your subscription in about 15 minutes — with tips to avoid retention offers.

Updated: March 2026

from $5.00/month

(≈ ZAR 83.38)

EasyYou save $0.25/year by cancelling

Estimated Time:15 minutes

Cancel Method:Website

Log in to Betterment

Visit betterment.com and sign in.

Go to Settings

Navigate to Settings > Account.

Close account

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

Confirm

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

Retention Tips

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

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