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How do you calculate returns?
Is performance data generated on the platform?
How are quarterly statements sent to my clients? Can I access these statements as well? If so, how?
Where do clients find tax forms if they have multiple accounts, e.g. a personal account and a trust account?
Where can I find my clients’ 5498 tax forms? When will they be available?
When will clients tax forms be available?
Does Betterment for Advisors generate the tax forms for my clients’ accounts?
Are the quarterly statements co-branded with my firm’s brand?
What information appears on my clients’ quarterly statements?
Does Betterment for Advisors generate the statements for my client’s accounts?

What information appears on my clients’ quarterly statements?

Holdings, balances, and transactions related to your clients’ accounts appear on your clients’ quarterly statements.

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Does Betterment for Advisors generate the statements for my client’s accounts?
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*The Betterment Everyday Savings (“Savings”) annual percentage yield (“APY”) is as of 08-13-2019. Individuals who sign up for the Betterment Everyday Checking waitlist receive a 2.39% APY, which includes a Promotional rate increase that extends at least for the duration of 2019 and until every individual on the waitlist has an opportunity to access Checking. Additional promotional rate increase offers will be made available upon the full launch of Checking. APY is 2.14% as of 08-13-2019 without the promotional rate increase. APY is a variable rate that can fluctuate daily, based on the Federal Funds Rate and terms offered by banks participating in Savings. APY may change at any time without notice. Current APY can be found here. No minimum balance is required. There is a minimum deposit of $10. ‡ Checking accounts and the Betterment Visa Debit Card (collectively “Betterment Everyday Checking” or “Checking”) provided by and issued by nbkc bank, Overland Park, Kansas, Member FDIC. Funds deposited into Checking will be eligible for up to $250,000 of FDIC insurance. Betterment Everyday Checking made available through Betterment Financial LLC. Betterment Financial LLC does not charge foreign transaction fees for the use of the Betterment Visa Debit Card outside of the United States. However, Visa charges a foreign transaction fee of 1%. Betterment Financial LLC does not reimburse this 1% transaction fee on foreign ATM transactions or on any other foreign transactions or purchases. † Betterment LLC clients may choose to participate in Betterment Everyday Savings (“Savings”), through which clients' funds are deposited into one or more banks ("Program Banks") where the funds earn a variable interest rate and are eligible for FDIC insurance. FDIC insurance is not available until deposits are received by the Program Banks. There are currently at least four Program Banks, which allows funds deposited into Savings to be eligible for up to $1,000,000 of FDIC insurance (up to $250,000 at each program bank). Clients are responsible for monitoring their total assets at each Program Bank, including existing deposits held at Program Banks outside of Savings, to ensure FDIC limits are not exceeded, which could result in some funds being uninsured. The FDIC calculates the limits based on all the accounts held at a bank, not just cash in Savings. If you elect to exclude one or more Program Banks the amount of FDIC insurance available to you through Savings may be lower. For more information on FDIC insurance please visit www.FDIC.gov. The deposits in Savings are not covered by SIPC. See Program Terms and Conditions for additional information. This website is operated and maintained by Betterment LLC, an SEC Registered Investment Advisor. 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 conditions. Terms & Legal Privacy Policy Trademark. How Betterment calculates "better returns". 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 circumstances.

This website is for investment professionals only. It is not intended for use by private investors.

Advisory services provided by Betterment LLC, an SEC-registered investment adviser. Checking accounts and the Betterment Visa Debit Card (collectively, “Betterment Everyday Checking”) provided by and issued by nbkc bank, Overland Park, Kansas, Member FDIC. Betterment Everyday Checking made available through Betterment Financial LLC. Neither Betterment LLC nor Betterment Financial LLC, nor any of their affiliates, is a bank. Brokerage services provided to clients of Betterment LLC by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC.

Cash in the Betterment Everyday Savings program is held at program banks and is eligible for FDIC insurance. For more information, see the Everyday Savings terms and conditions.

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 charges and expenses. Betterment's internet-based services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2 and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment is not registered. Market Data by Xignite.

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