What are the requirements for partnering with Betterment for Advisors? In order to partner with Betterment for Advisors, you must be affiliated with a registered investment advisor. Related articles What does a partnership with Betterment for Advisors entail? What is Betterment for Advisors? Will my firm need to update our ADV and/or Customer Agreement to reflect the incorporation of Betterment for Advisors into my practice? Is there a minimum deposit or balance? Does your firm provide training for new advisors to the platform?
