BETTERMENT FOR ADVISORS CLIENT AGREEMENTSBrokerage Agreement • May 8th, 2021 • New York
Contract Type FiledMay 8th, 2021 JurisdictionThis document compiles assorted agreements and representations that establish and govern the Betterment-Client Relationship. The Betterment LLC Sub-Advisory Agreement and the Betterment Securities Brokerage Agreement contain arbitration provisions at Sections 34 and 37, respectively. Please read these agreements and representations carefully and retain them for future reference.
Betterment LLC Sub-Advisory AgreementBrokerage Agreement • October 15th, 2019
Contract Type FiledOctober 15th, 2019
BETTERMENT FOR ADVISORS CLIENT AGREEMENTSBrokerage 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 Sub-Advisory Agreement and the Betterment Securities Brokerage Agreement contain arbitration provisions at Sections 34 and 37, respectively. Please read these agreements and representations carefully and retain them for future reference.