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I tried using @Betterment , but it emailed me weekly that they couldn’t connect two way sweep to my account.
Then the stimulus check landed and the “error” miraculously fixed itself and a significant amount got pulled out for the first time since November.
Hi, Jon. We understand your frustration in having a sweep occur because your bank was previously disconnected; thanks for letting us know. You may want to turn off Two-Way Sweep to prevent this from occurring again. DM us your email address and we will send you instructions.
Thanks, I did turn it off. It just seemed extremely random to connect after an infusion of cash. Do you have good tutorials explaining whole system? I have read through it but when comparing your system to the typical IRA or brokerage i find it difficult to put it all together.
The attached articles will help you better understand our platform and investment methodology. I encourage you to follow up with any questions and explore our resource center further. Our DMs are open! https://www.betterment.com/resources/etf-portfolio-selection-methodology/ … https://www.betterment.com/resources/retirement-planning-advice-methodology/ …https://www.betterment.com/resources/goals-advice-explained/ …
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