Betterment Invest & Save Money

1. Download the app and sign up with your email, then complete identity verification. 2. Create goals like retirement, emergency fund, or a big purchase, and choose a risk level to get a recommended diversified portfolio. 3. Link your bank account, make your first deposit, and schedule recurring transfers to stay consistent. 4. Enable automation such as auto-rebalancing and dividend reinvestment, and review available tax-smart tools before investing. 5. Monitor performance on the dashboard, adjust goals or allocations as your life changes, and use insights to keep your plan on track.