Legal directory

Terms


Terms and conditions

Terms and conditions governing the use of this website, Betterment's mobile applications, and other online services.

Policies


Privacy policy

Betterment's policy for collecting and using information.

Copyright and intellectual property policy

Information about the use of copyrights, trademarks, and other intellectual property.

Security procedures

Systematic processes for securing and storing data.

Disclosures


Agreements


Customer Agreements

The terms that that you agree to as a Betterment customer.

Simple and Supplementary Services Agreement

The terms that you agree to when you receive advice from Betterment without opening an account.

Betterment for Advisors Customer Agreements

The terms that you agree to as a Betterment for Advisors customer.

401(k) Participant Terms and Conditions

The terms that you agree to as a participant in a 401(k) plan served by Betterment for Business.

Betterment Financial Terms and Conditions

The terms that you agree to and that govern your relationship with Betterment Financial LLC when you use Betterment Checking.

Consumer Deposit Agreement

The terms that you agree to and that govern your relationship with nbkc bank when you use Betterment Checking and when you use your Betterment Visa Debit Card provided by and issued by nbkc bank. 

Betterment at Work Agreements and Disclosures

Find important information for employers regarding Betterment at Work products and services.