Open Your Account
Step 1
Create Your Account
Enter your personal information, create a login and verify your email address.
Step 2
Connect Your Bank Account
To fund your goal, link your bank account and electronically transfer funds.
You can also establish automatic regular contributions.
Step 3
Set Your Personal Goals
1. Describe Your Goal
2. Enter # of Years
3. Enter $ Needed
You can also transfer an existing IRA or retirement account.
Step 4
Adjust Your Allocation
Depending on your time horizon and savings goal, our system will automatically apply an allocation for you.
You can further adjust your allocation for each goal to match the appropriate 3-Dimensional portfolio.
To open an account, set a goal, and start investing today, click the “Sign Up” button!
By clicking “sign-up”, you will be leaving MyRoboAdviser.com and are being directed to our client portal developed and managed by Betterment LLC, an SEC Registered Investment Adviser. Betterment provides the wrap fee program that assists us in providing our services to you. Custody and trading services for the program are provided by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC.
Certain tools and content on the Betterment, LLC website, including projected returns, functionality, tax-coordinated portfolios and links to investment philosophy, research, educational materials and FAQs apply solely to Betterment’s 2-dimensional portfolios and may not apply to MyRoboAdviser.com’s 3-dimensional investment recommendations.