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  2. How We Invest
  3. Betterment's Socially Responsible Investing Portfolio Strategy

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  • Why don't I see the option to update my TCP goals to the SRI portfolio strategy?
  • If I have TLH enabled, how long will I be in the tertiary position?
  • Is there a balance minimum for the SRI portfolio option?
  • Is this available to everyone?
  • Can I go back to the Betterment portfolio once I opt into SRI?
  • Will the performance of my SRI portfolio deviate from my Betterment portfolio?
  • What will this new portfolio cost me in fund level fees?
  • Where can I see exactly what I’m invested in?
  • How do these new tickers impact the advice I will receive from the Betterment app?
  • When will this be full SRI?
See more

Is there a balance minimum for the SRI portfolio option?

No.

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