If you have an old Betterment 401(k), you have a few options, but rolling your funds over into a TD Ameritrade IRA is a great way to keep track of your savings and make sure you’re in control, not your former employer.
We’ve made it easy to roll over your Betterment 401(k) into a TD Ameritrade IRA:
Step 1
Get your TD Ameritrade IRA ready
Most people who choose to do a 401(k) rollover move their funds into an IRA (or individual retirement account). IRAs give you more control over your savings and investments because they aren’t limited by the terms and fees negotiated by your employer.
We can use your existing TD Ameritrade IRA if you have one, or help you open the right type of IRA with TD Ameritrade depending on your 401(k) situation!
Step 2
Submit your Betterment & TD Ameritrade info
We just need a few details about you in order to verify your identity and authorize the transfer from Betterment to TD Ameritrade on your behalf.
Step 3
We’ll handle the rest
Our team of experts help ensure your Betterment funds make it to TD Ameritrade and are safely deposited into your IRA with no unexpected tax implications!
Get connected with a rollover expert
We’ve moved hundreds of Betterment 401(k)s into a TD Ameritrade IRA. Rest easy knowing you have an expert in your corner throughout the entire process.
Betterment 401(k) Details
TD Ameritrade IRA Details
