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When will the transfer take place?

Published Apr. 22, 2024

Betterment expects the accounts to transfer on or about June 29, 2024 (the “Transfer Date”).

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Exposure to Innovative Technology Stocks increases the risk of loss due to adverse economic, business, or other developments that affect those industries or companies. Innovative Technology Stocks exposure decreases with increasing bond allocation.

U.S. value stock exposure decreases with increasing bond allocation. Exposure to value stocks increases the risk of loss due to adverse economic, business, or other developments that affect those industries or companies.

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