What if my spouse needs a managed account letter?

If your employer requires a managed account letter for your spouse’s Betterment account, please have your spouse email approvals@betterment.com. We will generate a letter and place it in their account under Documents > Other Documents.

If your employer requires duplicate statements for your spouse’s Betterment account, please provide us with the 3210 letter from your compliance department, and statements will be mailed to them at the address they provide in the letter.