Coordinated Portfolio. Betterment offers optional tax loss harvesting and automated asset location (“Tax-Coordinated Portfolio”) services. Client should carefully read Betterment’s disclosures for each of these services, and the documents linked therein, before enabling them. The Tax Loss Harvesting Disclosure Statement is available at xxxxx://xxx.xxxxxxxxxx.xxx/tlh-disclosure/ and the Tax- Coordinated Portfolio Disclosure Statement is available at xxxxx://xxx.xxxxxxxxxx.xxx/tcp-disclosures/. Client understands and agrees that Betterment makes no guarantees regarding the frequency and/or timing of tax loss harvests, and neither Betterment nor Betterment Securities shall be liable for any Losses arising out of the failure to harvest a particular loss at a particular time. Donating Shares. Betterment provides Client the opportunity to donate appreciated shares with long-term capital gains from Client’s Betterment Account to a select number of charitable organizations. If Client chooses to use Betterment’s charitable giving feature, Client acknowledges and agrees that Betterment shall provide Client’s name and email address to the recipient charity, which the recipient charity may use to solicit further donations from Client.
Appears in 5 contracts
Samples: Advisory Agreement, Advisory Agreement, Advisory Agreement
