How should the power of attorney documents be submitted to Betterment?

Published Sep. 01, 2018 | Updated Oct. 01, 2024

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
450 W. 33rd Street
Floor 11
New York, NY 10001