Products and services disclosures
Holdings
- Betterment Core Portfolio Strategy
- Value Tilt Portfolio Strategy
- Socially Responsible Investing Portfolio Strategy
- Innovative Technology Portfolio Strategy
- Goldman Sachs Smart Beta Portfolio Strategy
- Goldman Sachs Tax-Smart Bonds Portfolio Strategy
- BlackRock Variable Bonds Portfolio Strategy
- Flexible Portfolios
- Betterment Cash Reserve
- Crypto ETF Portfolio
Premium Services and 529s
- Betterment Premium Services Terms & Conditions
- Betterment Premium US-Only Portfolio Strategy
- 529 Education Savings
Money Management
- Same-Day Transfers
- Tax Loss Harvesting+
- Tax Coordination
- Charitable Giving
- Advice & Projections
- Historical Performance Disclosures
- Retirement Planning Advice
- Auto-Adjust and Rebalancing
- ACATS Transfers
- Data Aggregation
- Cash Back Rewards Dosh® Terms of Service
- Satisfaction Guarantee Terms
- Transfer Sweep Program Disclosure
- Portfolio Minimum Disclosure
- Beneficiary Designation Disclosure