Do you accept Power of Attorney arrangements?

Yes. If you have a power of attorney arrangement, please send us a message to receive further instructions.

How should the power of attorney documents be provided to Betterment?

Please email support@betterment.com for further instructions on how to provide the documents to Betterment, or log into your account, open a chat, and search Establish Power of Attorney for more details.

What paperwork is required to set up a power of attorney?

In order to register an attorney on an account we require the following: Copy of the executed durable power of attorney document. Copy of a valid US government issued photo ID for the attorney-in-fact (the agent), which includes date of birth, current address and name. The attorney-in-fact’s SSN

Will you accept a power of attorney?

If you have a power of attorney arrangement, you will need to register it with Betterment. Please message us to receive further instructions.

What is a trusted contact?

If we identify actions that appear to be the result of financial exploitation within your brokerage accounts, we’ll reach out to your trusted contact to let them know. You may want to designate a close friend, family member, or other party 18 years or older who we can contact in the unlikely scenario that we suspect you are a victim of financial exploitation. To add a trusted contact to your investing or cash reserve accounts, first you must log in on a web browser. Click Settings on the left ...

Betterment Help Center | Powers of Attorney

Estate planning

Getting started

In order to register an attorney on an account we require the following: Copy of the executed durable power of attorney document. Copy of a valid US government issued photo ID for the attorney-in-fact (the agent), which includes date of birth, current address and name. The attorney-in-fact’s SSN
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Managing my account

If we identify actions that appear to be the result of financial exploitation within your brokerage accounts, we’ll reach out to your trusted contact to let them know. You may want to designate a close friend, family member, or other party 18 years or older who we can contact in the unlikely scenario that we suspect you are a victim of financial exploitation. To add a trusted contact to your investing or cash reserve accounts, first you must log in on a web browser. Click Settings on the left ...
Read More