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

Personal Information Used Only to Verify Identity in Requests

Low severity Explicit document language Common · 278 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 3333 other provisions on other platforms.

How other platforms handle this

Lyft Medium

Find and prevent fraud; and Block and remove unsafe or fraudulent users from the Lyft Platform.

Walmart Medium

any personal information that you provide through the Walmart Sites will be used by Walmart in accordance with Walmart's Privacy Policy

Notion Medium

Identifying and communicating with you, including providing newsletters and marketing materials

See all platforms with this clause type →
▸ View Original Clause Language DOCUMENT RECORD
"
We will use personal information provided in a verifiable consumer Data Subject Request to verify your identity or authority to make the Data Subject Request, and not for any other purpose.

Excerpt from Betterment's Privacy Policy

Applicable regulations

CCPA/CPRA
California, USA
CAN-SPAM
United States Federal
FCRA
United States Federal
FTC Act Section 5
United States Federal
GLBA
United States Federal

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-033719
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-033719
Captured: 2026-07-09 06:49:57 UTC
SHA-256: df9007de0116b44d…
URL: https://conductatlas.com/platform/betterment/betterment-privacy-policy/provision/CA-P-033719/personal-information-used-only-to-verify-identity-in-requests/
Accessed: Aug. 3, 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 Personal Information Used Only to Verify Identity in Requests clause do?

The clause states: “We will use personal information provided in a verifiable consumer Data Subject Request to verify your identity or authority to make the Data Subject Request, and not for any other purpose.”

How many platforms have this type of clause?

ConductAtlas has identified this type of provision across 278 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.