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Betterment for Advisors
Betterment Cash Management Overview
Betterment Cash Management Overview
General Information
What are Betterment cash management products?
Are there any fees?
Are there any minimum requirements?
Is Cash Reserve covered by FDIC insurance?
Is Betterment a bank?
Eligibility
Who is eligible to use the checking and savings platform?
Are clients required to use both checking and savings?
Will you run a credit check on my client?
Can I open an account for a client’s company or LLC?
Can I open an account for my client’s trust?