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Disclosures | Betterment Resource Center

Legal Disclosure

Determination of largest independent online financial advisor reflects Betterment LLC’s distinction of having highest number of assets under management, based on Betterment’s review of assets self-reported in the SEC’s Form ADV, across Betterment’s survey of independent online financial advisor investing services as of Aug. 20, 2018. As used here, “independent” means that an online financial advisor has no affiliation with the financial products it recommends to its clients. If you also have a 401(k) account through Betterment For Business, that account is subject to a separate fee schedule and is not included in your balance for determining eligibility for the fee tiers or subject to the fee cap mentioned above.

About the Betterment Resource Center

The Betterment Resource Center publishes articles on a regular basis written by Betterment employee experts as well as paid expert contributors. The Resource Center contains information about investing, money management, personal finances, and more.

If you have questions about Betterment’s editorial content and reporting, or about becoming a Betterment contributor or syndication partner, please contact Jamie Cartwright.

Legal Disclosure

The Betterment Resource Center is created and managed by Betterment. Articles posted in the Betterment Resource Center are provided for general informational purposes only. While we do our utmost to present fair, accurate reporting and analysis, Betterment offers no warranties about the accuracy or completeness of the information contained in the published articles. Please pay attention to the date of each article; Betterment offers no guarantee that it will update its articles after the date they were posted with subsequent developments of any kind, including, but not limited to, any subsequent changes in the relevant laws and regulations.

Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Betterment or its writers endorse, sponsor, promote, and/or are affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.

Betterment may publish content that has been created by affiliated or unaffiliated contributors, who may include employees, other financial advisors, third-party authors who are paid a fee by Betterment, or other parties. Unless otherwise noted, the content of such posts does not necessarily represent the actual views or opinions of Betterment or any of its officers, directors, or employees. The opinions expressed by guest writer and/or article sources/interviewees are strictly their own and do not necessarily represent those of Betterment.

As a registered investment advisor, Betterment must follow SEC guidelines to moderate comments, and expressly reserves the right to do so.

Information from the Betterment Resource Center should be used at your own risk. Past performance does not guarantee future results. Securities investments involve risk; returns in such investments vary and may involve gain or loss.

The materials and content on the Betterment Resource Center are not–and shall not be construed as– tax, personal financial planning, or financial advice. Please consult a qualified professional about your personal situation. The materials and content herein are not intended to provide tax, legal, accounting, financial, or other professional advice, and readers are advised to seek out qualified professionals that provide advice on these issues for specific client circumstances. Any articles or commentary included on the Betterment Resource Center this website do not constitute a tax opinion and are not intended or written to be used, nor can they be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer.

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