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

Disclosure in Response to Legal Process

High confidence Common · 266 of 343 platforms

Key Facts · in the document’s own words

May Betterment disclose personal information in response to legal process?
“We may also disclose personal information in response to service of legal process, such as a court order, summons, or subpoena, or as permitted or required by law when we reasonably believe it is necessary or appropriate...”
Version CA-V-004360, captured July 1, 2026 · live source ↗
Our reading, not the document’s words
Betterment may disclose personal information in response to legal process, such as a court order, summons, or subpoena, or as permitted or required by law when Betterment reasonably believes it is necessary or appropriate.
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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

ConductAtlas Analysis

Why it matters (compliance & governance perspective)

Generated by a model from the captured document; not read by a person

The clause is consequential because it authorizes Betterment to disclose personal information to third parties outside the user relationship under legal compulsion or legal permission combined with Betterment's reasonable belief.

Consumer impact (what this means for users)

Generated by a model from the captured document; not read by a person

Users' personal information may be disclosed by Betterment to legal authorities or other parties in response to legal process or applicable law, subject to Betterment's reasonable belief that disclosure is necessary or appropriate.

How other platforms handle this

Target

We may disclose information we collect when we believe disclosure is appropriate to comply with the law; to enforce or apply applicable terms and conditions and other agreements; to facilitate the financing, securitization, insuring, sale...

Reddit

To the extent the law allows it, we will attempt to provide you with prior notice before disclosing your information in response to such a request.

Kling AI

We do not monitor, recognize, or honor any opt-out or do not track mechanisms, including general web browser "Do Not Track" settings and/or signals or other mechanisms that provide consumers the ability to exercise choice...

See all platforms with this clause type →
▸ View Original Clause Language DOCUMENT RECORD
"
We may also disclose personal information in response to service of legal process, such as a court order, summons, or subpoena, or as permitted or required by law when we reasonably believe it is necessary or appropriate...

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-033602
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-033602
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-033602/disclosure-in-response-to-legal-process/
Accessed: Oct. 23, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Categories

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Frequently Asked Questions

What does Betterment's Disclosure in Response to Legal Process clause do?

The clause is consequential because it authorizes Betterment to disclose personal information to third parties outside the user relationship under legal compulsion or legal permission combined with Betterment's reasonable belief.

How does this clause affect you?

Users' personal information may be disclosed by Betterment to legal authorities or other parties in response to legal process or applicable law, subject to Betterment's reasonable belief that disclosure is necessary or appropriate.

How many platforms have this type of clause?

ConductAtlas has identified this type of provision across 266 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.