Navigation: Go to Settings, then select Documents & Statements. Select the account you want to transfer, and then the most recent statement. Your account number should be in the top right corner.
Example of account number: 1234567891234X
Navigation: Go to Settings/Betterment Accounts, then select the account you want to transfer, and then the most recent statement. Your account number should be immediately visible.
Example of account number: 123456789123456
Navigation: From the dashboard, select the account you want to transfer. Your account number should be immediately visible in the dropdown.
Example of account number: 1234-5678
Navigation: From the dashboard, select the account you want to transfer. Your account number should be immediately visible under the account name.
Example of account number: Z12345678
Navigation: From the dashboard, select the account you want to transfer. Then select the “view account” button.
Example of account number: 12345678
Navigation: Go to Settings/Statements, then select the most recent statement for the account you want to transfer. Your account number should be immediately visible in the top right of the document.
Example of account number: 1X1-45678
Navigation: From the dashboard, select the Invest, and then the account you want to transfer. Your account number should be immediately visible near the top of the screen.
Example of account number: 1AB23456
Navigation: Go to Settings/Documents, then select “Portfolio”. Open the most recent statement for the account you want to transfer. Your account number should be immediately visible near the top of the document.
Example of account number: 1AB-23456-78
Navigation: From the dashboard, select “My Profile” and then “Personal Information” or “Account Information”. You should see the final four digits of your account number; select “Show” to see the full number.
Example of account number: 123456789 or 123-456789
Navigation: From the dashboard, select the account you want to transfer. The account number should immediately be visible below the account name.
Example of account number: 12345678901
Navigation: Go to Settings/Documents, then select the most recent statement for the account you want to transfer. Open the file, and your account number should be immediately visible near the top of the document.
Example of account number: 1A23B456