Powers of Attorney

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

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

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

Please email support@betterment.com for further instructions on how to provide the documents to Betterment. Alternatively, you can mail the paperwork to: Betterment Estates c/o Customer Operations 8 W 24th St, Floor 6 New York, NY 10010

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 ...