Betterment transfer of assets (TOA)

Mail your Betterment Transfer of Assets form

Betterment requires that you mail them a hard copy of your signed transfer form and account statement.

Once you have a copy of your Transfer-of-assets bundle, you can print and mail it via Mailform to the Betterment address below:

Note: This mailing address only accepts USPS Mailing Services.

Betterment Transfers, 61 West 23rd Street
4th Floor Reception 
New York, NY 10010

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