If I am an advisor with access to Dimensional Funds, can I also access them on Betterment for Advisors?
Yes, if you are already an advisor with access to Dimensional Funds, you will also be able to access them on the Betterment for Advisors platform. Please contact us at email@example.com and we will enable access upon verification from Dimensional Funds.
We typically review new firms on the platform within 5 business days. Please notify us during this time that you are approved to sell Dimensional Funds by sending a message to firstname.lastname@example.org. This will allow us to provide access to the Betterment for Advisors platform + Dimensional Funds as soon as your firm’s application is approved.