Terms and Conditions for Betterment for Advisors

The Betterment for Advisors platform is operated and maintained by Betterment LLC, an SEC Registered Investment Advisor. See our Privacy Policy.

Unless otherwise specified, all return figures shown on this website are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market circumstances.

Brokerage services provided to clients of Betterment LLC by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC. Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment is not registered.

Betterment, Betterment for Advisors, the Betterment Speedometer, Fred illustrations, TLH+, and Tax Loss Harvesting+ are trademarks of Betterment Holdings, Inc.