Tax and Rollover Advice. Any tax information provided by Betterment is not a substitute for the advice of a qualified tax advisor. Client should consult a third-party tax advisor to discuss tax-related concerns. Betterment’s communications to Client about rollovers, including any comparisons of Betterment’s services to services available elsewhere, are intended to provide Client with general information that may be useful to Client’s own investment decisions. This general information does not address the details of Client’s personal situation, and it is not intended to be an individualized recommendation that Client take any particular action.
Appears in 6 contracts
Samples: Advisory Agreement, Advisory Agreement, Advisory Agreement
