Are the quarterly statements co-branded with my firm’s brand? Yes, quarterly statements are co-branded with your firm’s brand. Related articles What information appears on my clients’ quarterly statements? How are quarterly statements sent to my clients? Can I access these statements as well? If so, how? Does Betterment for Advisors generate the tax forms for my clients’ accounts? Can my firm access our raw data feed? Will my firm need to update our ADV and/or Customer Agreement to reflect the incorporation of Betterment for Advisors into my practice?
