Limited Scope Advisory Agreement Sample Contracts

LIMITED SCOPE ADVISORY AGREEMENT
Limited Scope Advisory Agreement • August 31st, 2021

This document includes agreements and representations that establish and govern the limited scope advisory relationship between Betterment and clients who (i) have not previously entered into an advisory agreement with Betterment LLC and (ii) wish to receive only Simple Services and/or Supplementary Services (as those terms are defined herein) from Betterment.

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