BAS Prior Firm Outbound ACATS Fee Credits and Meal Credit Terms & Conditions

Betterment Advisor Solutions is offering Automated Customer Account Transfer Service (ACATs) fee credits for eligible Advisors who complete a Qualifying Meeting and initiate a Client Asset Transfer via ACATs by October 31, 2025. A “Qualifying Meeting” is a meeting with a member of Betterment’s Platform Solutions team to discuss bona fide client asset transfer opportunities. If an eligible Advisor completes one or more Qualifying Meetings that result in one or more client asset transfers of new investing assets from external accounts into Betterment individual, joint, or trust taxable accounts, individual retirement accounts (IRAs), and single participant 401(k) accounts (Solo 401(k)s) (such transfer, a “Client Asset Transfer”) initiated by October 31, 2025, in an aggregate total of $10,000 or more, Betterment will credit Advisor’s client the value of their prior custodian’s outbound ACATS fees (up to $150 per ACATs transfer) for the applicable Client Asset Transfer.  The prior custodian ACATs fee reimbursement will be credited to applicable client accounts within 30 days after the offer period closes October 31, 2025. 

Betterment’s ACATs fee credit is limited to the fees charged by the client’s prior custodian to complete an ACATs of the Client Asset Transfer to Betterment, and does not apply to any other fees and costs charged by the funds held in the client's portfolio. This offer excludes transfers  into or from Betterment Cash Reserve, Betterment Checking, and Betterment at Work employer sponsored 401(k) plans. Betterment reserves the right to charge Advisor for the value of any credits Advisor previously obtained if Betterment determines that the Client Asset Transfer has been withdrawn or transferred off the Betterment Advisor Solutions platform. You acknowledge that an Advisor is responsible for communicating the amount of ACATs fees to Betterment as soon as possible, and that failure to do so may cause delays in the crediting of client accounts beyond the 30 days after the offer period.  

In addition, Betterment is offering eligible Advisors a meal credit on the day they book and attend a Qualifying Meeting. The meal credit is non-transferable, must be redeemed by 11:59:59 P.M. Eastern on the day of the meeting, and can be revoked by Betterment at any time. If you attend the Qualifying Meeting, you are eligible for a $50.00 credit to purchase a meal through Uber Eats (www.ubereats.com), which will be applied to your meal at the time of purchase. 

You acknowledge that you are under no obligation to accept or follow any of the information provided or recommendations made during the meeting.

This promotion is not valid with any other offers and is non-transferable. In particular, this offer is only available to eligible Advisors (and their advised clients) associated with the eligible Advisor’s or Advisor’s firm email address that receives this promotional offer. Betterment reserves the right to terminate this promotion at any time (including if Advisor terminates its relationship with Betterment), to limit promotions that Advisor or Advisor’s clients are eligible to receive, and to refuse or recover any promotional award or fee credit if Betterment determines that it was obtained under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided in opening the account, that any rules or regulations would be violated, or that any terms of the Betterment Advisor and Advised Client Agreements have been violated.