Eligible investments include only fully paid whole shares of U.S.-listed stocks and ETFs. Fractional shares and margin-held positions are not eligible. Taxable (individual and joint) accounts, and tax-advantaged accounts are eligible for participation, while trusts and business accounts are not. Participation in the program is subject to Betterment Securities’ discretion, and certain account types or balances may be excluded, with additional details to be shared upon the program’s launch.
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