Bettermentforadvisors.com Website Review

Open accounts with your clients without cu*bersome paperwork. Fully automated rebalancing, tax loss harvesting, and as*et location. Give your clients a fully digital and transparent investing experience. Time you spend doing paperwork and tedious tasks is time you aren’t spending building client relationships and your business. Our technology does the trading, paperwork, and billing so you don’t have to. Our tax-efficient technology automates trading and portfolio management tasks—including rebalancing, tax loss harvesting, as*et location, deposits, and withdrawals—to help maximize your clients’ investments. Give your clients smart technology for their investments. Our platform enables your clients to see their investments in one place, track their progress, and make smart financial decisions alongside your guidance. Will help advisors by eliminating or combining many traditionally cu*bersome tasks. Bridging the gap between advisors and the new generation of online investment platforms. Bring investment management services to an entirely new generation of client Betterment Securities is a member of SIPC. Securities in your account protected up to $500,000. For details, please see www.sipc.org Regulated by the SEC and a member of FINRA, our Broker-Dealer, Betterment Securities, follows a strict set of rules, designed to This website is operated and maintained by Betterment LLC, an SEC Registered Investment Advisor. Terms & Legal Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market circu*stances.. THIS WEBSITE IS FOR INVESTMENT PROFESSIONALS ONLY. IT IS NOT INTENDED FOR USE BY PRIVATE INVESTORS. Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment's