Brokerage Financial Statement
Below you will find a link to the Statement of Financial Condition for Betterment Securities (formally named MTG LLC) as of June 30, 2021. 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 firstname.lastname@example.org.