# Advisor Help Center

Helping you provide your clients with great financial advice

## Top questions from advisors

- [**Transactions** 
  
  Timelines on moving money in your clients' accounts.](https://www.betterment.com/help/tag/transactions)
- [**Advisor transfer guide** 
  
  We’ll break down different transfer scenarios and how to start.](https://www.betterment.com/advisors/resources/advisor-guide-to-betterment-transfers)
- [**Custom portfolios** 
  
  Build your own custom model portfolios of ETFs](https://www.betterment.com/advisors/resources/questions-about-building-your-own-custom-model-portfolios)
- [**Tax forms and filing** 
  
  Which forms your clients will receive and when they're delivered](https://www.betterment.com/help/tag/tax-filing-forms)

## Funds and portfolios

Investments available in client accounts

- [Our Portfolio: Strategy and Funds](https://www.betterment.com/help/tag/betterment-core-portfolio)
- [Socially Responsible Investing (SRI)](https://www.betterment.com/help/tag/socially-responsible-investing)
- [Flexible Portfolios](https://www.betterment.com/help/tag/flexible-portfolios)
- [Goldman Sachs Smart Beta Portfolio](https://www.betterment.com/help/tag/goldman-sachs-smart-beta)
- [BlackRock Target Income Portfolio](https://www.betterment.com/help/tag/blackrock-target-income-portfolio)
- [How We Calculate Returns](https://www.betterment.com/help/tag/performance)
- [Automatic Allocation Adjustment](https://www.betterment.com/help/tag/allocation-management)
- [Tax Coordination](https://www.betterment.com/help/tag/tax-coordination)
- [White-Labeled ETF Portfolios](https://www.betterment.com/resources/faq-white-labeled-etf-model-portfolios/)
- [Custom Portfolios](https://www.betterment.com/resources/questions-about-building-your-own-custom-model-portfolios/)
- [Dimensional Funds](https://www.betterment.com/resources/dimensional-funds-advisors-questions/)

## Transfers

Moving money in, out, and between accounts

- [Connecting bank accounts](https://www.betterment.com/help/tag/connecting-accounts)
- [How to Deposit](https://www.betterment.com/help/tag/depositing)
- [How to Withdraw](https://www.betterment.com/help/tag/withdrawals)
- [ACATS Transfers](https://www.betterment.com/help/tag/acats-transfers)
- [Roll Over Retirement Accounts](https://www.betterment.com/help/tag/rollovers)
- [Close Account](https://www.betterment.com/help/tag/withdrawals)
- [Required Minimum Distributions](https://www.betterment.com/help/tag/iras)
- [Transfer Assets After a Divorce](https://www.betterment.com/help/tag/divorce)
- [Transfer Assets After Death](https://www.betterment.com/help/tag/deceased-customers)

## Account Types

Legal account configurations available

- [Manage Client Goals](https://www.betterment.com/help/tag/goals)
- [IRAs](https://www.betterment.com/help/tag/iras)
- [Joint Accounts](https://www.betterment.com/help/tag/joint-accounts)
- [Trust Accounts](https://www.betterment.com/help/tag/trust-accounts)

## Retirement

Managing rollovers and distributions

- [Our Retirement Advice](https://www.betterment.com/help/tag/retirement-plans)
- [Roll Over Retirement Accounts](https://www.betterment.com/help/tag/rollovers)
- [Retirement Income](https://www.betterment.com/help/tag/retirement-plans)
- [Required Minimum Distributions (RMDs)](https://www.betterment.com/help/tag/iras)

## Taxes

Tax features and filing details

- [Tax Form Questions](https://www.betterment.com/help/tag/tax-filing-forms)
- [Importing Into Tax Software](https://www.betterment.com/help/tag/tax-form-importing)
- [Reporting State, U.S. Government, and State Income](https://www.betterment.com/help/tag/tax-filing-forms)
- [Give to Charity](https://www.betterment.com/help/tag/charitable-donations)
- [Roth Conversions](https://www.betterment.com/help/tag/roth-conversions)
- [Tax Withholding](https://www.betterment.com/help/tag/iras)

## Other

- [Integration Partners](https://www.betterment.com/advisors/integrations)
- [Agreement Automation Process](https://www.betterment.com/resources/faq-agreement-automation-process/)
- [Mobile App Questions](https://www.betterment.com/help/tag/mobile-app)
- [Managed Account Letters and Duplicate Statements](https://www.betterment.com/help/tag/documentation-for-employers)
- [Beneficiaries](https://www.betterment.com/help/tag/beneficiaries)
- [Power of Attorney](https://www.betterment.com/help/tag/powers-of-attorney)
- [Account Security](https://www.betterment.com/help/tag/account-security)