Using Dimensional Funds through Betterment for Advisors
Follow our instructions for getting started with using Dimensional Funds.
Approved to use Dimensional Funds and ready to customize your own portfolios?
It’s easy to create and brand your own custom portfolios from scratch or use one of our templates to start. Firm admins can create client portfolios directly from their Advisor Dashboard through 3 easy steps:
Select the “Portfolios” tab on the left
Choose the tab labeled “Dimensional Portfolios”
Select “Create Portfolio”
If additional members of your team need administrative access to the platform, simply have your firm's primary contact notify us at email@example.com.
If you click the link above, Betterment may share your firm name with Dimensional in order to determine firm eligibility to use Dimensional Funds.