Betterment for Advisors: Introducing Model Portfolios
Model Portfolios - Dimensional Funds
- Using Dimensional Funds through Betterment for Advisors
- If I am an advisor with access to Dimensional Funds, can I also access them on Betterment for Advisors?
- If I already use Betterment for Advisors and have been approved by Dimensional Fund Advisors, how long will it take me to get access to create and use Dimensional Fund Portfolios once I've made the request?
- If I'm new to Betterment for Advisors, but already approved by Dimensional Fund Advisors, how long will it take me to get access to Betterment for Advisors + Dimensional Funds once I've completed the process?
- What is the process for becoming approved for access to Dimensional Funds on the Betterment for Advisors platform?
- Will there be model portfolio templates available for me to use?
Model Portfolios - ETF Holdings
- What are Model Portfolios with Betterment for Advisors?
- How do I create my own portfolios?
- Can the name for each Model Portfolio be customized?
- How do I assign my firm’s Model Portfolios to clients?
- How do I update my firm’s Model Portfolios?
- How will adjusting my clients’ portfolios impact their fees?