Betterment · Betterment Privacy Policy

Joint Marketing Data Sharing

Medium severity
Share 𝕏 Share in Share

Why it matters

Your sensitive financial information could be shared with other companies for advertising purposes without you necessarily being aware, impacting your privacy.

Consumer impact

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.

What you can do

⚠️ These actions may provide transparency or partial mitigation but may not fully address the underlying issue. Effectiveness varies by jurisdiction and individual circumstances.
  • Opt Out of Arbitration
    Visit Betterment's privacy policy page and locate the opt-out or privacy request form to limit sharing of your data with joint marketing partners. Submit your request through the provided form.

Applicable agencies

  • CFPB
    Joint marketing data sharing by financial services firms falls under GLBA financial privacy rules enforced in part by the CFPB.
    File a complaint →
  • FTC
    The FTC enforces consumer protection and privacy rules applicable to data sharing and joint marketing practices.
    File a complaint →

Provision details

Document information
Document
Betterment Privacy Policy
Entity
Betterment
Document last updated
March 24, 2026
Tracking information
First tracked
March 20, 2026
Last verified
March 20, 2026
Record ID
CA-P-001115
Document ID
CA-D-00212
Evidence Provenance
Source URL
Wayback Machine
SHA-256
0f2110f14291cf686bc8bd3141eab2a3228c5db82a5b1a6f096668a1bee8fbf8
Verified
✓ Snapshot stored   ✓ Change verified
How to Cite
ConductAtlas Policy Archive
Entity: Betterment | Document: Betterment Privacy Policy | Record: CA-P-001115
Captured: 2026-03-20 11:15:44 UTC | SHA-256: 0f2110f14291cf68…
URL: https://conductatlas.com/platform/betterment/betterment-privacy-policy/joint-marketing-data-sharing/
Accessed: April 4, 2026
Classification
Severity
Medium
Categories

Other provisions in this document