Provision record
Betterment · Betterment Privacy Policy · View original document ↗

Customer Bound by Socure Privacy Policy

Medium severity Explicit document language Common · 297 of 352 platforms
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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

Recent Activity

This document changed recently

Medium Jul 1, 2026

The updated policy discloses a new Fully Paid Securities Lending program through Apex Clearing, under which Betterment will share customer personal information and account details with Apex if customers choose to participate. The revised terms also establish that generative AI service providers have committed that personal information will not be used for model training. For customers participating in promotional offers requiring offline fulfillment, the policy now explicitly states that personal information including mailing address may be shared with third-party partners. You can review the FPSL Program supplemental disclosures for details about the securities lending arrangement, or choose not to participate in the program.

View change record →

Clause Stability Stable

0
Changes
4
Months Monitored
Jul 10, 2026
First Seen
Jul 10, 2026
Last Seen
This clause type exists across 6356 other provisions on other platforms.

How other platforms handle this

ClickUp Medium

This Privacy Policy is also incorporated into and governed by our Terms of Use.

ActiveCampaign Medium

You agree that we may, but have no obligation, to identify you as a customer of ActiveCampaign and that ActiveCampaign may, in its sole discretion, refer to you by name, trade name, trademark, logo and other proprietary marks or words...

Cerebras Medium

This Policy does not apply to Personal Data we process in our role as a data processor or service provider on behalf of our customers and partners.

See all platforms with this clause type →
▸ View Original Clause Language DOCUMENT RECORD
"
By creating an account with Betterment, you acknowledge and agree that the terms of Socure's Privacy Policy will govern Socure's use of such information.

Excerpt from Betterment's Privacy Policy

Provision details

Document information
Document
Betterment Privacy Policy
Entity
Betterment
Document last updated
May 5, 2026
Tracking information
First tracked
July 9, 2026
Last verified
July 9, 2026
Record ID
CA-P-033528
Document ID
CA-D-00212
Evidence Provenance
Source URL
Wayback Machine
Content hash (SHA-256)
df9007de0116b44d59a962d403db6317e4d20f0524c8a751245d816e233a75d6
Analysis generated
July 9, 2026 06:49 UTC
Methodology
Evidence
✓ Snapshot stored   ✓ Hash verified
Citation Record
Entity: Betterment
Document: Betterment Privacy Policy
Record ID: CA-P-033528
Captured: 2026-07-09 06:49:57 UTC
SHA-256: df9007de0116b44d…
URL: https://conductatlas.com/platform/betterment/betterment-privacy-policy/provision/CA-P-033528/customer-bound-by-socure-privacy-policy/
Accessed: Aug. 3, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Severity
Medium
Categories

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Frequently Asked Questions

What does Betterment's Customer Bound by Socure Privacy Policy clause do?

The clause states: “By creating an account with Betterment, you acknowledge and agree that the terms of Socure's Privacy Policy will govern Socure's use of such information.”

How many platforms have this type of clause?

ConductAtlas has identified this type of provision across 297 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.