Betterment is a financial advisory platform that offers digital investment and cash management services to its users. The company provides tools to its users making money saving and investing easy. These tools help users to take financial decisions in a better way. Everyone who wants to improve their financial conditions can use Betterment services. You can join Betterment by creating an account on their website. In this post, you will learn all the details about How to delete Betterment Account?

How To Delete Betterment Account

What is Betterment Account?

Betterment is an American Financial advisory company that allows its users to make financial investments and manage their cash. It was founded by Jon Steinm and Eli Broverman in 2008. Betterment raised a revenue of US$50 million in 2019. Now a days, they are offering Financial services, asset management, portfolio management, and trust services as a private company in America.

You can also join Betterment if you want to improve your financial status. However, you will be required to sign up with your email if you want to be a part of Betterment. After signing up with your email, you can start using Betterment services. Currently, they are offering following services to their users.

  • Investment Centre: This feature allows you to make your financial decisions by addressing all the important aspects of investment. For example, which investments are good or bad for you.
  • Retirement: You can also plan your retirement plan by using this feature on Betterment.
  • Portfolio Manager: This features tracks your investment portfolio, and allows you to see the performance of your investments.

However, you want to close your Betterment account for different reasons. Some of the reasons may include.

  • You have found a better investment website that satisfies your financial needs.
  • You do not agree with Betterment’s policies.
  • The quality of the services of Betterment is not good enough for you.
  • You want to move your Betterment investments to another financial advisory platform.

Whatever the reason may be for closing your Betterment account, if you want it, we are here to help.

What is the meaning of deleting your Betterment account?

Deleting Your betterment account means that you will no longer be able to use their services. It also means that you will not be able to see your previous investments and transactions that you made using your account. Moreover, you will also not be able to invest in future, using your deleted account.

You can use the Betterment options for deleting your account if you want to. You will have to click on the link in the sign up page, or you can request a withdrawal using your Betterment account email address. When you remove funds from your Betterment account, you can also close all the transactions that you have in your account.

How to delete Betterment Account?

Deleting a betterment account is a simple and easy task. You just have to follow these simple steps below in order to close your Betterment account.

  1. Visit Betterment website from your browser.
  2. Login with your Betterment account.
  3. Go to the settings page on your profile.
  4. Find the Accounts section on Setting page and click on it.
  5. Click on the three dots button that says “Close account”. It will be at the right side of the investment account that you want to close.
  6. Betterment will ask for confirmation, after the confirmation your account will be deleted.

Read: How To Delete Beachbody Account?

You must always keep in mind that you should always move all your investments funds to another financial investment platform before closing your account. If you have some funds in your account, you will not be able to close it. You can withdraw your funds before closing your account as well.

Once you move all your funds and bring your Betterment account to zero balance, you will be allowed to close your account.


Betterment is one of the top websites that offer financial investment and cash management services. You can use their services to improve your financial status. However, you will have to create an account on Betterment if you want to use their services. You can later choose to delete your Betterment account as well if you want to. By following the step by step guide, you can easily delete your Betterment account whenever you want.

Now, you have learned How to delete your Betterment account. If you still have questions, you can ask us in the comment box.

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