Book a Demo with the Betterment for Advisors Team

This offer is only available to individuals who book and attend a demo (“Demo”) by a Betterment sales representative on or before January 31, 2024. It is non-transferable and must be redeemed within 5 business days of the date of the Demo. This offer is available to U.S. residents only and can be revoked by Betterment at any time. This offer is limited to one representative per organization. For the avoidance of doubt, if multiple individuals from the same organization attend the Demo, only the individual who booked the Demo will be eligible to receive this offer.  

You acknowledge that you are under no obligation to accept or follow any of the information provided or recommendations made during the Demo. Betterment is making this offer available to you, and this offer does not favor highly compensated individuals. Tax information provided by Betterment is not a substitute for the advice of a qualified tax advisor. You should consult with your tax advisor to discuss tax-related concerns.

This offer will be processed in conjunction with a third party, Goody Technologies, Inc. (“Goody”). If you meet the eligibility criteria, you will receive a link from Betterment to select a $25 gift of your choice on Goody’s website. By participating in this offer, you agree to Goody’s Terms of Use. Betterment is not responsible for the fulfillment of any actions you take on Goody’s website, the redeemability of any gift provided by Goody, or the quality of any goods or services received in exchange for any such gift. 

Betterment reserves the right to limit the discounts and promotions you are eligible to receive, and to refuse or recover a discount or promotion if Betterment determines that it was obtained under wrongful or fraudulent circumstances, or that any terms of the Betterment agreements have been violated. Please see additional information at www.betterment.com.