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Popular Articles

  • How do I roll my account into an IRA?

    Ensure that your current 401(k) is 100% vested Open an IRA – need ...

  • How much should I contribute in my 401(k)?

    Most retirement experts recommend you save from 15% to 20% of your ...

  • Our guide to opening a Roth IRA

    Watch our live cast below and open an account today.   Roth IRA Ba...

  • Is my money insured or "safe"?

    Investment accounts held at Betterment are not insured like your as...

  • Familiarize yourself with your new Betterment account

    Congratulations on opening your account with Betterment! 🎉 We are ...

  • How do I access my account?

    Your account information can be accessed by using the login you cre...

I am a Workplace Advisory Participant

Schedule a Meeting

  • How do I meet with my advisor?

Manage My Account

  • How do I roll my account into an IRA?
  • How do I access funds in retirement that I saved in my 401(k)?

Investment Strategy

  • How much should I contribute in my 401(k)?
  • What's the maximum I contribute to my retirement accounts?
  • How do I save beyond the max of my 401(k)?

I am a Credit Union Member

Schedule a Meeting

  • Schedule your annual review
  • How do I meet with my CU advisor?

Manage My Account

  • Our guide to opening a Roth IRA
  • Adding beneficiaries to your Schwab investment account
  • Our guide to opening a Traditional IRA
  • How do I access my wealth management account?
  • How do I transfer money from my credit union to my investment account(s)?

Human Investing Partnership

  • Is my money insured or "safe"?
  • Will you be able to see all my information at the credit union?
  • What does it mean to be in partnership with the credit union?

Help with my account

Betterment Help

  • Familiarize yourself with your new Betterment account
  • How do I access my account?
  • Account Withdrawals
  • How to connect a funding source to your Betterment account
  • How to reset your Betterment account password
  • Automate your savings
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Charles Schwab Help

  • Getting started on Schwab Alliance

FAQ's

  • Where to find your tax documents
  • Is Betterment backed by the Better Business Bureau?
  • Learn more about our custodian, Betterment

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Hi, Nice to Meet You

  • Getting to know Access by Human Investing

Our Services

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