Worst customer service by @Betterment, after being a customer for years. Transfer of assets to another firm took months, & they still have not sent required cost basis information, after months of requests by myself & the new brokerage firm. Would not recommend using #Betterment
Hi Becka - We offer our sincerest apologies for any negative experience you have had. Please DM us your email address at your earliest convenience. Our team is eager to assist you with any issues, feedback, or questions you may have!