The Betterment for Advisors platform now includes a “Billing” page visible to the admin(s) of your firm. This page offers three billing options: Asset-Based Billing, Fixed Fee Billing, Tiered Billing. Learn more about each in the Resource Center article.
Articles in this section
- What billing options are available to my firm?
- How are billing plans created?
- How are billing plans applied?
- How is the default billing plan of the firm updated?
- How to create or edit Tiered Billing Plans:
- How to create or edit Fixed Billing Plans:
- How to create or edit Asset Based Billing Plans:
- How to change the Billing Plan for groups of clients: