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

Asset Transfer to Third-Party Financial Institutions

Common · 280 of 343 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

How other platforms handle this

Kling AI

We may share your personal data with a third party for purposes other than processing on our behalf. We will obtain your consent to such disclosure as required by applicable laws.

ActiveCampaign

If any portion of ActiveCampaign is sold, Contact Data may be part of the business assets we transfer. Contact Data also may be disclosed if ActiveCampaign is considering or completes the financing, securitization, insuring, sale, assignment or other transfer...

Together AI

We may share or transfer your Personal Data in connection with, or during negotiations of, any merger, sale of Company assets, financing, or acquisition...

See all platforms with this clause type →
▸ View Original Clause Language DOCUMENT RECORD
"
We may also disclose your information to other third-party financial institutions, e.g., if you ask to transfer assets from Betterment to such financial institutions or if you make student loan repayments...

Excerpt from Betterment's Privacy Policy

Provision details

Document information
Document
Betterment Privacy Policy
Entity
Betterment
Date stated by the document
June 30, 2026
As printed in Betterment’s text (version CA-V-004360), not a ConductAtlas date.
Tracking information
First captured by ConductAtlas
March 19, 2026
Text quoted from version
CA-V-004360, captured July 1, 2026
Record ID
CA-P-033596
Document ID
CA-D-000212
Evidence Provenance
Source URL
Wayback Machine
Extracted-text SHA-256 (version CA-V-004360)
a98f8c81f284587ccce03745e2d8ebe90917c85240679c66b3037b27826b7138
Analysis generated
July 9, 2026 06:49 UTC
Methodology
Evidence
✓ Excerpt found in version CA-V-004360, captured July 1, 2026 (checked Oct. 5, 2026)
Citation Record
Entity: Betterment
Document: Betterment Privacy Policy
Record ID: CA-P-033596
Version: CA-V-004360
Captured: 2026-07-01 00:31:18 UTC
SHA-256: a98f8c81f284587c…
URL: https://conductatlas.com/platform/betterment/betterment-privacy-policy/provision/CA-P-033596/asset-transfer-to-third-party-financial-institutions/
Accessed: Nov. 1, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Categories

Other risks in this policy

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Frequently Asked Questions

What does Betterment's Asset Transfer to Third-Party Financial Institutions clause do?

The clause states: “We may also disclose your information to other third-party financial institutions, e.g., if you ask to transfer assets from Betterment to such financial institutions or if you make student loan repayments...”

How many platforms have this type of clause?

ConductAtlas has identified this type of provision across 280 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.