Betterment at Work Employer Agreements & Disclosures
MSA Terms & Disclosures
- Advisory Services Terms
- Sub-Advisory Services Terms
- Brokerage Services Terms
- Administrative Services Terms
- FINRA Margin Disclosure Statement
- Electronic Funds Transfer Rights and Error Resolution
- Certification Regarding Investment Delegation
- Consent to Electronic Delivery of Documents from the Betterment Entities
- Smart Beta Portfolio Terms & Conditions