Betterment Advisor Solutions Meal Credit Terms and Conditions

Betterment Advisor Solutions is offering a meal credit to eligible Advisors on the day they book and attend a meeting with a member of Betterment’s Sales or Advisor Success team to review their firm's activity and Betterment’s product roadmap by December 31, 2026 (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.

Betterment reserves the right to limit the discounts and promotions you are eligible to receive, and to refuse or recover a discount or promotion if Betterment determines that it was obtained under wrongful or fraudulent circumstances, that any rules or regulations would be violated, or that any terms of the Betterment Advisor and Advised Client Agreements have been violated.