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Brokerage Financial Statement

Below you will find a link to the Statement of Financial Condition for Betterment Securities (formally named MTG, LLC) as of December 31st, 2017. 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) and Securities Investor Protection Corporation (SIPC). Customer accounts are secured up to $500,000 (limited to $250,000 for cash) by SIPC.

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.

Download statement