Betterment Client Agreements Sample Contracts

BETTERMENT FOR ADVISORS CLIENT AGREEMENTS
Betterment Client Agreements • May 8th, 2021 • New York

This document compiles assorted agreements and representations that establish and govern the Betterment-Client Relationship. The Betterment LLC Sub-Advisory Agreement and the Betterment Securities Brokerage Agreement contain arbitration provisions at Sections 34 and 37, respectively. Please read these agreements and representations carefully and retain them for future reference.