Betterment LLC
Terms and Conditions for Betterment Advisor Solutions
Updated November 18, 2024
The Betterment Advisor Solutions platform is operated and maintained by Betterment LLC, an SEC Registered Investment Advisor. See our Privacy Policy.
Brokerage services provided to clients of Betterment LLC by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC. Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment is not registered.
Betterment, Betterment Advisor Solutions (service mark), Betterment for Advisors, the Betterment Speedometer, Fred illustrations, TLH, and Tax Loss Harvesting are trademarks or service marks of Betterment Holdings, Inc.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.