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

Customer Agreement Binding on Betterment Customers

High severity High confidence Explicit document language Common · 298 of 352 platforms

Key Facts · in the document’s own words

What governs customers' use of Betterment's services?
“The terms that that you agree to as a Betterment customer.”
Version CA-V-002867, captured May 22, 2026 · live source ↗
Our reading, not the document’s words
Betterment binds its customers to a Customer Agreement that governs their use of Betterment's services.
Stay ahead of the changes
Track Betterment and get the diff the day its terms change.
Share 𝕏 Share in Share 🔒 PDF
ⓘ

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)

The Customer Agreement establishes the foundational contractual obligations between Betterment and its customers, governing the overall service relationship.

Consumer impact (what this means for users)

Becoming a Betterment customer requires you to accept and be bound by the Customer Agreement.

How other platforms handle this

Pinterest Medium

In all other cases, these Terms, and any rights and licenses granted hereunder, may not be transferred or assigned by you, but may be assigned by us without restriction. Any attempted transfer or assignment in violation hereof shall be null and void.

Stripe Medium

Stripe is not obligated to provide support to Customers.

Twitch Medium

Upon termination of these Terms of Service, any provision which, by its nature or express terms should survive, will survive such termination or expiration, including, but not limited to, Sections 7-10, and 14-20.

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

Excerpt from Betterment's Terms of Use

Provision details

Document information
Document
Betterment Terms of Use
Entity
Betterment
Tracking information
First captured by ConductAtlas
April 3, 2026
Text quoted from version
CA-V-002867, captured May 22, 2026
Record ID
CA-P-030385
Document ID
CA-D-000211
Evidence Provenance
Source URL
Wayback Machine
Extracted-text SHA-256 (version CA-V-002867)
a16426236b54ccc0aefcae2a122af58645aabda0de5cd1f1957ec4e102e35751
Analysis generated
July 9, 2026 04:26 UTC
Methodology
Evidence
✓ Excerpt found verbatim in version CA-V-002867 (checked Oct. 5, 2026)
Citation Record
Entity: Betterment
Document: Betterment Terms of Use
Record ID: CA-P-030385
Version: CA-V-002867
Captured: 2026-05-22 00:32:01 UTC
SHA-256: a16426236b54ccc0…
URL: https://conductatlas.com/platform/betterment/betterment-terms-of-use/provision/CA-P-030385/customer-agreement-binding-on-betterment-customers/
Accessed: Oct. 8, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Severity
High
Categories

Other risks in this policy

Get the research letter

Companies change their terms quietly. We read every version and catch what actually changed. One email a week on the changes that matter and what they mean.

Frequently Asked Questions

What does Betterment's Customer Agreement Binding on Betterment Customers clause do?

The Customer Agreement establishes the foundational contractual obligations between Betterment and its customers, governing the overall service relationship.

How does this clause affect you?

Becoming a Betterment customer requires you to accept and be bound by the Customer Agreement.

How many platforms have this type of clause?

ConductAtlas has identified this type of provision across 298 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.