The sign-up process for Betterment for Advisors is entirely digital and typically takes a few business days to implement. So long as your firm is registered with the SEC or with a state and has a CRD number, please follow this link to get started. Once we receive your application, we will process it in approximately three to five business days. Please note that the due diligence process may take longer for newly established firms. Once your firm has been activated on the platform, we will send you a welcome package and you can begin managing accounts on the platform. Approximately thirty days after your firm is activated on the platform, we will send you an invoice for the one-time implementation fee of $250 (billed at the firm level and not per advisor representative).
