Provision record
Betterment · Betterment Terms of Use · View original document ↗

Betterment Advisor Solutions Customer Agreement

Medium severity High confidence Explicit document language Common · 297 of 352 platforms

Key Facts

What governs Betterment Advisor Solutions customers' use of that product?
Betterment binds Betterment Advisor Solutions customers to specific terms and conditions governing their use of that product.
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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)

Betterment Advisor Solutions customers are subject to a distinct contractual agreement, separate from general Betterment customer terms, which defines the scope of that relationship.

Clause Stability Stable

0
Changes
4
Months Monitored
Jul 10, 2026
First Seen
Jul 10, 2026
Last Seen
This clause type exists across 6356 other provisions on other platforms.

Consumer impact (what this means for users)

Using Betterment Advisor Solutions requires you to accept and be bound by the dedicated Customer Agreement for that product.

How other platforms handle this

Tinder Medium

These Terms, with the Privacy Policy, Cookie Policy, Community Guidelines, and Safety Tips and any Additional Terms Upon Purchase, contain the entire agreement between you and Tinder regarding the use of our Services.

ActiveCampaign Medium

These Terms constitute the entire agreement between you and ActiveCampaign relating to your access to and use of our Services. Any additional or different terms proposed by you in any purchase order, request for proposal or other document are hereby objected to...

Netflix Medium

We may assign our agreement with you to any affiliated company or to any entity that succeeds to all or substantially all of our business or assets related to the applicable Netflix service.

See all platforms with this clause type →
▸ View Original Clause Language DOCUMENT RECORD
"
The terms that you agree to as a Betterment Advisor Solutions customer.

Excerpt from Betterment's Terms of Use

Provision details

Document information
Document
Betterment Terms of Use
Entity
Betterment
Document last updated
March 24, 2026
Tracking information
First tracked
July 9, 2026
Last verified
July 9, 2026
Record ID
CA-P-030389
Document ID
CA-D-00211
Evidence Provenance
Source URL
Wayback Machine
Content hash (SHA-256)
ab3ff7db11e72f7d82ca7556426e9bae4b1d8e3d7bae41eadce3c95ece35cd5c
Analysis generated
July 9, 2026 04:26 UTC
Methodology
Evidence
✓ Snapshot stored   ✓ Hash verified
Citation Record
Entity: Betterment
Document: Betterment Terms of Use
Record ID: CA-P-030389
Captured: 2026-07-09 04:26:59 UTC
SHA-256: ab3ff7db11e72f7d…
URL: https://conductatlas.com/platform/betterment/betterment-terms-of-use/provision/CA-P-030389/betterment-advisor-solutions-customer-agreement/
Accessed: Aug. 24, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Severity
Medium
Categories

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Frequently Asked Questions

What does Betterment's Betterment Advisor Solutions Customer Agreement clause do?

Betterment Advisor Solutions customers are subject to a distinct contractual agreement, separate from general Betterment customer terms, which defines the scope of that relationship.

How does this clause affect you?

Using Betterment Advisor Solutions requires you to accept and be bound by the dedicated Customer Agreement for that product.

How many platforms have this type of clause?

ConductAtlas has identified this type of provision across 297 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.