Learn more about our custodian, Betterment

Please see the attached brochure to learn more about our new custodian, Betterment.

 Here's why we think Betterment is a great place for Human Investing clients:

• Integrated financial planning tools –Betterment allows us to aggregate your accounts and forecast where you will be in the future to help us recommend when and where you should save.
• Link outside accounts – Betterment can link outside accounts (401(k), checking, saving, etc.) to factor in as part of your financial plan.
• Fractional Shares – Betterment allows us to buy fractional shares and therefore clients can have every dollar invested in the designated portfolio.
• High yield savings account offering - The current Annual Percentage Yield (APY) is at 3.75% (variable). This is 15x the national average savings rate.**In this account, your money is FDIC-insured† up to $1M (and $2M for joint accounts) at Betterment’s program banks.

Please contact our team if you have any additional questions. You can call us at [phone] or email us at [e-mail]. We look forward to hearing from you!