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How to find the investment options in your Betterment 401(k) plan

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CheckmarkReviewed by Sam Swenson

CheckmarkReviewed by

Sam Swenson

CFA, CPA, CFP

Sam Swenson is a financial planner, New York State CPA, CFA charterholder, and freelance writer/editor. After nearly a decade in various Wall Street roles, Sam found a niche in creating objective, accessible, and actionable financial plans for everyday people. Sam has also published long- and short-form personal finance and investment planning content on various websites across the internet. Outside of work, Sam enjoys running, biking, reading, and philosophy, as well as spending time with his wife, daughter, and goldendoodle.

, CFA, CPA, CFP

Updated on March 3, 2021

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You’ve got options in your Betterment 401(k)

Did you know that in a 401(k), you only have access to 20-30 different investment options? When considering whether your 401(k) holdings are in line with your unique financial situation and goals, it’s important to understand all of the options that you have access to.

We want to make it easy for you to find the investment options in your Betterment 401(k) plan – check out the guide below to get step-by-step instructions.

Step-by-step guide to find the investment options in your Betterment 401(k)

    1. Log in to your Betterment account.
    2. Choose your 401(k) account in the menu on the left hand side of the page.
    3. Scroll down to the “Portfolio” section and click the link next to “Holdings”.
    4. Next to “Portfolio Strategy” select “Edit”.
    5. Scroll down to find “Design a Flexible Portfolio” and click “Get started”.
    6. On the “Flexible Portfolio” modal, click “Get started”
    7. On the “Make sure you know the risks of building your own portfolio” page, click “Continue”.
    8. Scroll down and you’ll see a list of your investment options. You’ll see the fund symbol (usually 5 letters, such as DODGX, FXAIX, TBCIX, etc.), and/or fund name.

Screenshots

Choose your 401(k) account in the menu on the left hand side of the page.
Scroll down to the “Portfolio” section and click the link next to “Holdings”.
Next to “Portfolio Strategy” select “Edit”.
Scroll down to find “Design a Flexible Portfolio” and click “Get started”.
On the “Flexible Portfolio” modal, click “Get started”.
On the “Make sure you know the risks of building your own portfolio” page, click “Continue”.
Review your list of available investment options.
 
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