Betterment shares your personal information with third-party service providers that help operate the platform, such as technology vendors, customer support services, and analytics providers.
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
This provision establishes the operational framework through which Betterment discloses customer personal information to external vendors and service providers as part of normal business operations. The confidentiality requirement creates a contractual obligation between Betterment and third parties, but does not restrict the categories or scope of third parties to which data may be disclosed.
Your personal and financial information flows to a network of third-party vendors, and while these are contractually bound to protect your data, their security practices are ultimately outside Betterment's direct control.
How other platforms handle this
If you use a third-party service — like a social network or login service — to access our services, those services will tell us basic information about you, like your username and profile picture. In addition, information about you may be shared with other businesses within the Snap Inc. corporate f...
We may share your personal information with: Service providers who perform services on our behalf. Financial partners, such as banks, payment processors, and financial institutions. Professional advisors, such as lawyers, auditors, and insurers. Business partners with whom we jointly offer products ...
We may share personal information with third-party service providers and partners who support our business operations, including identity verification providers, payment processors, analytics providers, marketing partners, and blockchain analytics companies.
Monitoring
Betterment has changed this document before.
Receive same-day alerts, structured change summaries, and monitoring for up to 10 platforms.
"In order to provide financial services and in connection with our everyday business purposes and activities, we may share your personal information with third parties who perform services on our behalf. Examples of these third parties and services include consumer identification verification services, public accounting firms and other professional firms, and certain other vendors and service providers who perform marketing, advertising, research and analytics services on our behalf. We have entered into agreements that require that these third parties keep this information confidential.— Excerpt from Betterment's Betterment Privacy Policy
Third-party service provider relationships require data processing agreements and appropriate contractual protections under CCPA/CPRA and GLBA. Compliance teams should conduct vendor risk assessments and ensure all service providers are subject to adequate contractual data use limitations and security standards.
Full compliance analysis
Regulatory citations, enforcement risk, and due diligence action items.
Free: track 1 platform + weekly digest. Watcher: 10 platforms + same-day alerts. No credit card required.
ConductAtlas detected a major restructuring of Meta’s privacy policy that removed detailed consumer rights disclosures and relocated them to separate documents.
Your genetic data may be transferred to a new owner as a business asset. Here is what the Terms of Service actually say and what you can do right now.
Professional Governance Intelligence
Need to monitor specific governance provisions?
Professional includes provision-level monitoring, governance timelines, regulatory mapping, and audit-ready analysis.
Built from archived source documents, structured governance mappings, and historical version tracking.
This provision establishes the operational framework through which Betterment discloses customer personal information to external vendors and service providers as part of normal business operations. The confidentiality requirement creates a contractual obligation between Betterment and third parties, but does not restrict the categories or scope of third parties to which data may be disclosed.
Your personal and financial information flows to a network of third-party vendors, and while these are contractually bound to protect your data, their security practices are ultimately outside Betterment's direct control.
No. ConductAtlas is an independent monitoring service. We are not affiliated with, endorsed by, or sponsored by Betterment.