Earn Rewards: Sign up now and earn a special reward after your first deposit. See offer details



Save, invest, retire

GET — On the App Store


Introducing Custom Model Portfolios. Learn more


Questions about Using Dimensional Funds through Betterment for Advisors

Advisors using Dimensional Funds through Betterment can create their own models from scratch or select from a range of pre-built models

Articles by Ritu Malhotra
By Ritu Malhotra Published Feb. 09, 2021
Published Feb. 09, 2021
3 min read

What is the process for becoming approved for access to Dimensional Funds on the Betterment for Advisors platform?

Generally, you will go through an introductory and educational meeting with Dimensional Fund Advisors, after which you should be approved to access Dimensional Funds on our platform. This process can be accomplished in as few as 2 to 3 days. Please email bettermentforadvisors@betterment.com  to kick-off the approval process.

This article is part of
Original content by Betterment

How would you like to get started?

Manage spending with Checking

Checking with a Visa® debit card for your daily spending.

Save cash and earn interest

Grow your cash savings for general use for upcoming expenses.

Invest for a long-term goal

Build wealth or plan for your next big purchase.

Invest for retirement

Set up traditional, Roth, or SEP IRAs to save for the golden years.