Brokerage Financial Statement
June 12, 2026
This page provides a link to the Statement of Financial Condition for MTG LLC d/b/a Betterment Securities as of December 31, 2025. The Statement of Financial Condition is furnished to customers on a semi-annual basis in accordance with the requirements of the U.S. Securities and Exchange Commission (SEC).
The Company is a member in good standing of the Financial Industry Regulatory Authority (FINRA).
Member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org.
If you have any questions with regard to this Statement of Financial Condition or your account, please email our Customer Service team at support@bettermentsecurities.com.