California residents have stronger legal protections over their data than users in most other states, including the right to know exactly what Betterment collects and to have it deleted.
Betterment collects a broad range of personal and financial information, including transaction history, device data, and in some cases sensitive identifiers, and may share this with affiliates and third-party marketing partners. Users should be aware that their data can be used for cross-context behavioral advertising and joint marketing, although opt-out mechanisms are available. You can opt out of data sharing for marketing purposes by visiting Betterment's privacy settings or submitting a request through their designated privacy request portal.