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
If you are an authorized agent, you must submit your contact information as well as information about the Guest for whom you are making a request. You will receive an email confirming receipt of the request plus a second email asking you to fill out a certification form...
Please do not provide any sensitive personal information in connection with this request, such as a driver's license or other government-issued ID.
We may also request that your authorized agent have written permission from you to make requests on your behalf, and we may also need to verify your authorized agent's identity to protect your personal information.
"We limit access to your personal and financial information to only those employees with authorized access who need to know the information in order to perform their jobs...Excerpt from Betterment's Privacy Policy
Get the weekly coverage letter
Companies change their terms without announcing it. We capture governance documents, compare each new version with the last, and publish what changed, with the source text behind it. One email a week on what we found and what we could not reach.
The clause states: “We limit access to your personal and financial information to only those employees with authorized access who need to know the information in order to perform their jobs...”
No. ConductAtlas is an independent monitoring service. We are not affiliated with, endorsed by, or sponsored by Betterment.