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Nick Holeman, head of advisors at Betterment.
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Get the help you’re looking for by chatting with our virtual assistant. This service is available 24/7 for all of your pressing questions.

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Betterment addresses:

  • Address for outbound transfer paperwork:

    Betterment Transfers
    PO Box 207691
    Dallas, TX 75320-7691

  • Overnight address for outbound transfer paperwork:

    Betterment Transfers
    2975 Regent Blvd, Suite 100
    Lockbox Services 207691
    Irving, TX 75063

    Note: Instructions for 401(k) transfers can be found within participant accounts.

  • Corporate office mailing address:

    Betterment LLC
    8 W. 24th Street, 6th Floor
    New York, NY 10010