How can I enroll or opt out?

  • Enroll: You’ll be invited to the FPSL program via your Betterment dashboard once you’re eligible. Enrollment will require you to review and agree to the program agreements and disclosures.
  • Opt out: You can exit the program anytime—just adjust your preferences in your account settings.
  • You’ll be opted in to securities lending at the user level, not the account level, which means that once enabled, all eligible shares in the accounts you own will automatically be available for lending based on demand. That is, you can’t choose some accounts to include and some to exclude. 
    • Joint account lending follows the opt in or out status of the primary account holder.