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.
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 share personal information with third-party service providers and partners who support our business operations, including identity verification providers, payment processors, analytics providers, marketing partners, and blockchain analytics companies.
We may share information about you and your transactions with Card Networks and our financial services partners. By accepting this agreement, you authorize Stripe to share your information with these entities for purposes including facilitating your use of the Services, complying with applicable law...
Uber may share data about users, including personal information, with law enforcement officials, government authorities, and private parties as required by law, and in response to legal process, court orders, or government requests, including national security or law enforcement requirements.
Monitoring
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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.