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.
Previous version had empty excerpt; current version now provides detailed disclosure of third-party sharing categories including service providers, financial partners, affiliates, and transaction scenarios.
View full change record →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
We may also share your personal information with third parties that assist us in providing our services, or where we are under an obligation to report to. But rest assured: we will only ever share your personal information in the limited circumstances described in this Policy.
We may share your information with third parties that perform services on our behalf, such as payment processing, data analysis, email delivery, hosting services, customer service, and marketing assistance. We may also share your information with business partners who offer products or services that...
Our Service Providers: We share your Personal Information with third-party service providers that provide services on our behalf; for example, we use Stripe (a third party payment provider) to receive and process your credit card transactions for us. Such third parties further include, but are not l...
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"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.
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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.
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