Sometimes life changes come with name changes. Here is a comprehensive guide on how to update your Betterment account to reflect your name change.
Update your preferred name
Under “Your Account” in the bottom left corner of your dashboard, click “Settings”.
By your name, select “Change First Name”. Please note, Betterment will ask to authenticate your account. Please have your mobile phone or email open to provide the authentication code.
Fill out your preferred name. Select Submit.
Please note, this does not update your legal name, just the name you will be addressed as in future communications.
Update your legal name
In order to update your legal name, you must contact Betterment Support directly. They will need the following information:
- Your previous name
- Your new desired name
- Two forms of proof (an updated ID and legal documentation)
Betterment accepts any of the following ID's:
- US state-issued driver's license
- US passport
- US state ID card
- US military ID card (front and back)
- US issued Visa
- US permanent residence card (green card)
**Please note that they are unable to accept temporary IDs.
Accepted legal documents:
- Marriage certificate
- Name change document
- Divorce Decree (specifically the page that indicates the name change)
Please email support@betterment.com to initiate a service request and receive a secure link for uploading documentation. You can also call their support desk directly at +1 (718) 400-6898. They are available Monday - Friday from 6am to 3pm PST.
This process will take about 1-3 business days.