Articles in this section

• 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?