BETTERMENT CLIENT AGREEMENTSAdvisory Agreement • March 29th, 2019 • New York
Contract Type FiledMarch 29th, 2019 JurisdictionThis document compiles assorted agreements and representations that establish and govern the Betterment-Client Relationship. The Betterment LLC Advisory Agreement and the Betterment Securities Brokerage Agreement contain arbitration provisions at Section 34 and 36, respectively. Please read these agreements and representations carefully and retain them for future reference.
BETTERMENT CLIENT AGREEMENTSAdvisory Agreement • February 22nd, 2019 • New York
Contract Type FiledFebruary 22nd, 2019 JurisdictionThis document compiles assorted agreements and representations that establish and govern the Betterment-Client Relationship. The Betterment LLC Advisory Agreement and the Betterment Securities Brokerage Agreement contain arbitration provisions at Section 34 and 36, respectively. Please read these agreements and representations carefully and retain them for future reference.
BETTERMENT CLIENT AGREEMENTSAdvisory Agreement • January 3rd, 2019 • New York
Contract Type FiledJanuary 3rd, 2019 JurisdictionThis document compiles assorted agreements and representations that establish and govern the Betterment-Client Relationship. The Betterment LLC Advisory Agreement and the Betterment Securities Brokerage Agreement contain arbitration provisions at Section 34 and 36, respectively. Please read these agreements and representations carefully and retain them for future reference.
BETTERMENT CLIENT AGREEMENTSAdvisory Agreement • September 17th, 2018 • New York
Contract Type FiledSeptember 17th, 2018 JurisdictionThis document compiles assorted agreements and representations that establish and govern the Betterment-Client Relationship. Please read these documents carefully and retain them for future reference.
BETTERMENT CLIENT AGREEMENTSAdvisory Agreement • July 20th, 2018 • New York
Contract Type FiledJuly 20th, 2018 JurisdictionThis document compiles assorted agreements and representations that establish and govern the Betterment-Client Relationship. Please read these documents carefully and retain them for future reference.
BETTERMENT CLIENT AGREEMENTSAdvisory Agreement • March 28th, 2018 • New York
Contract Type FiledMarch 28th, 2018 JurisdictionThis document compiles assorted agreements and representations that establish and govern the Betterment-Client Relationship. Please read these documents carefully and retain them for future reference.
BETTERMENT CLIENT AGREEMENTSAdvisory Agreement • February 12th, 2018 • New York
Contract Type FiledFebruary 12th, 2018 JurisdictionThis document compiles assorted agreements and representations that establish and govern the Betterment-Client Relationship. Please read these documents carefully and retain them for future reference.
BETTERMENT CLIENT AGREEMENTSAdvisory Agreement • December 21st, 2017 • New York
Contract Type FiledDecember 21st, 2017 JurisdictionThis document compiles assorted agreements and representations that establish and govern the Betterment-Client Relationship. Please read these documents carefully and retain them for future reference.