Betterment · Betterment Privacy Policy · View original document ↗

Marketing Communications and Opt-Out

Low severity High confidence Explicitdocumentlanguage Uncommon · 15 of 325 platforms
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What it is

Betterment may use your contact information to send you marketing messages, but you can unsubscribe from promotional emails at any time; however, Betterment will still send you account and service-related messages regardless.

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

ConductAtlas Analysis

Why it matters (compliance & governance perspective)

Opting out of marketing only stops promotional messages and does not affect Betterment's ability to contact you for account management, legal notices, or service updates.

Consumer impact (what this means for users)

This provision means you can stop receiving promotional emails and notifications by unsubscribing, but Betterment retains the right to contact you with transactional messages about your account even after you opt out of marketing.

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.
  • Delete Your Data
    Click the unsubscribe link in any Betterment marketing email, or email privacy@betterment.com to request removal from promotional communications lists. Betterment will continue to send transactional service communications.

How other platforms handle this

T-Mobile Medium

T-Mobile collects Customer Proprietary Network Information (CPNI), which is information about the quantity, technical configuration, type, destination, location, and amount of use of your service. T-Mobile may use your CPNI within its family of companies for the purpose of providing wireless telecom...

Verizon Medium

California law gives residents the right to know what personal information we collect, use, share or sell; to delete personal information under certain circumstances; to opt-out of the sale or sharing of their personal information; to correct inaccurate personal information; to limit the use and dis...

DraftKings Medium

We and our service providers and other vendors may record, monitor, and retain emails, chats, calls, and texts. By communicating with us, you consent to this recording, monitoring, and retention. We may use chatbot technology and other automated methods of communication.

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▸ View Original Clause Language DOCUMENT RECORD
"
We may use your personal information to send you promotional communications about our products and services, including via email, push notifications, and in-app messages. You can opt out of receiving promotional emails by clicking the unsubscribe link in any marketing email or by contacting us at privacy@betterment.com. Please note that even if you opt out of marketing communications, we may still send you transactional or service-related communications.

— Excerpt from Betterment's Betterment Privacy Policy

ConductAtlas Analysis

Institutional analysis (Compliance & governance intelligence)

1) REGULATORY LANDSCAPE: Email marketing to consumers is governed by the CAN-SPAM Act, which requires a clear and conspicuous unsubscribe mechanism and prohibits deceptive headers or subject lines. CCPA's opt-out rights extend to sharing personal information for cross-context behavioral advertising, which may include sharing email addresses with marketing analytics partners. The FTC enforces CAN-SPAM compliance. 2) GOVERNANCE EXPOSURE: Low. The provision includes a standard opt-out mechanism consistent with CAN-SPAM requirements. The distinction between promotional and transactional communications is well-established. The primary compliance risk is ensuring that opt-out requests are honored within the CAN-SPAM 10-business-day window. 3) JURISDICTION FLAGS: California residents may separately opt out of having their email address and contact information shared with third parties for marketing purposes under CCPA, which is a broader right than the CAN-SPAM unsubscribe mechanism addresses. CASL applies to Canadian recipients and imposes stricter requirements including express consent. 4) CONTRACT AND VENDOR IMPLICATIONS: If Betterment uses third-party email service providers or marketing automation platforms, opt-out suppression lists must be synchronized with these vendors in near-real-time to comply with CAN-SPAM. Marketing vendor contracts should include obligations to honor suppression lists and delete data upon request. 5) COMPLIANCE CONSIDERATIONS: Compliance teams should confirm that unsubscribe mechanisms are functional and that opt-out requests are processed within CAN-SPAM's 10-business-day window; audit whether marketing email lists are synchronized with CCPA opt-out records; and confirm that transactional messages meet the legal definition of transactional communications rather than promotional content.

Full compliance analysis

Regulatory citations, enforcement risk, and due diligence action items.

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Applicable agencies

  • FTC
    FTC enforces CAN-SPAM Act compliance, including requirements for opt-out mechanisms and timely processing of unsubscribe requests.
    File a complaint →

Applicable regulations

CCPA/CPRA
California, USA
Connecticut Data Privacy Act Amendments
US-CT
CAN-SPAM
United States Federal
FCRA
United States Federal
FTC Act Section 5
United States Federal
GLBA
United States Federal
Indiana Consumer Data Protection Act
US-IN
Kentucky Consumer Data Protection Act
US-KY
Universal Opt-Out Mechanism Expansion 2026
US

Provision details

Document information
Document
Betterment Privacy Policy
Entity
Betterment
Document last updated
May 5, 2026
Tracking information
First tracked
May 10, 2026
Last verified
May 10, 2026
Record ID
CA-P-009209
Document ID
CA-D-00212
Evidence Provenance
Source URL
Wayback Machine
Content hash (SHA-256)
629c272827ea0612be12e62d401333f60cf68e24915b52ee0ededd29e635c68b
Analysis generated
May 10, 2026 15:51 UTC
Methodology
Evidence
✓ Snapshot stored   ✓ Hash verified
Citation Record
Entity: Betterment
Document: Betterment Privacy Policy
Record ID: CA-P-009209
Captured: 2026-05-10 15:51:14 UTC
SHA-256: 629c272827ea0612…
URL: https://conductatlas.com/platform/betterment/betterment-privacy-policy/marketing-communications-and-opt-out/
Accessed: May 14, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Severity
Low
Categories

Other risks in this policy

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Frequently Asked Questions

What does Betterment's Marketing Communications and Opt-Out clause do?

Opting out of marketing only stops promotional messages and does not affect Betterment's ability to contact you for account management, legal notices, or service updates.

How does this clause affect you?

This provision means you can stop receiving promotional emails and notifications by unsubscribing, but Betterment retains the right to contact you with transactional messages about your account even after you opt out of marketing.

How many platforms have this type of clause?

ConductAtlas has identified this type of provision across 15 platforms. See the full comparison.

Is ConductAtlas affiliated with Betterment?

No. ConductAtlas is an independent monitoring service. We are not affiliated with, endorsed by, or sponsored by Betterment.