Terms and Conditions for Betterment Advisor Solutions

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.