Products and services disclosures
Holdings
- Betterment Cash Reserve Terms and Conditions
- Betterment Cash Reserve Disclosure
- Betterment Core Portfolio Strategy
- BlackRock Variable Bonds Portfolio Strategy
- Crypto ETF Portfolio
- Flexible Portfolios
- Goldman Sachs Smart Beta Portfolio Strategy
- Goldman Sachs Tax-Smart Bonds Portfolio Strategy
- Innovative Technology Portfolio Strategy
- Socially Responsible Investing Portfolio Strategy
- Value Tilt Portfolio Strategy
Premium Services and 529s
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