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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?

Are the quarterly statements co-branded with my firm’s brand?

Yes, quarterly statements are co-branded with your firm’s brand.

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This website is operated and maintained by Betterment LLC, an SEC Registered Investment Advisor. 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.

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