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? How do I get started and how long does it take to implement the platform on my practice? Will my firm need to update our ADV and/or Customer Agreement to reflect the incorporation of Betterment for Advisors into my practice? What is Betterment for Advisors? How can I ACATS transfer ETFs into a transitionary Betterment account?
