Betterment may share your personal and financial information with financial company partners for joint marketing purposes, which means these partners can use your data to market their own products to you.
This analysis describes what Betterment's agreement states, permits, or reserves. It does not constitute a legal determination about enforceability. Regulatory applicability and practical outcomes may vary by jurisdiction, enforcement context, and individual circumstances. Read our methodology
The clause establishes a data sharing framework that permits Betterment to disclose user information to affiliated financial institutions for marketing purposes, expanding the circle of entities with access to customer data beyond Betterment's direct operations.
Removal of this provision eliminates disclosure about joint marketing practices, replaced by more specific 'Marketing Communications and Opt-Out' provision with direct contact information.
View full change record →Your financial data, including account details and contact information, may be shared with third-party financial firms for marketing, broadening who has access to your personal information.
How other platforms handle this
We may collect information derived or resulting from voluntary surveys. We may also collect Personal Information when you voluntarily provide us with Personal Information as a Visitor, such as when you use our "Contact Us" form.
We may share your personal information with our affiliates, meaning entities that control, are controlled by, or are under common control with Consensys. We also share information with service providers who assist in operating our services, subject to confidentiality obligations.
At Ledger, earning and maintaining our users' trust is a top priority. That's why we are deeply committed not only to protecting your privacy and securing your personal data, but also to being fully transparent about how we handle it.
Monitoring
Betterment has changed this document before.
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"For joint marketing with other financial companies - To offer our products and services to you. Our joint marketing partners include our banking partner, nbkc bank, and other financial services companies.— Excerpt from Betterment's Betterment Privacy Policy
Joint marketing arrangements under GLBA require financial institutions to provide customers with opt-out rights and maintain contractual restrictions on partner data use. Compliance teams should confirm GLBA notices and opt-out mechanisms are current and operationally effective.
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The clause establishes a data sharing framework that permits Betterment to disclose user information to affiliated financial institutions for marketing purposes, expanding the circle of entities with access to customer data beyond Betterment's direct operations.
Your financial data, including account details and contact information, may be shared with third-party financial firms for marketing, broadening who has access to your personal information.
No. ConductAtlas is an independent monitoring service. We are not affiliated with, endorsed by, or sponsored by Betterment.