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
Form ADV Part 2 is a regulatory disclosure document investment advisers are required to provide; its inclusion signals that Betterment's advisory services are subject to formal regulatory disclosure obligations.
Interpretive note: The excerpt is a label only and does not include an explicit directive requiring review; the primary reading is that this is a required disclosure document, but the excerpt does not state a specific obligation with a verb.
You are required to review Betterment's Form ADV Part 2 products and services disclosures.
How other platforms handle this
We will make it clear by notice to you which (if any) goods or services, or website links, we receive a benefit from by featuring them on our Platform.
In certain situations, Glassdoor may be required to disclose personal data in response to lawful requests by public authorities, including to meet national security or law enforcement requirements.
The following notice must be included in source files of distributed Derivative Samples and Derivative Models: "This software contains source code provided by NVIDIA Corporation."
"Form ADV Part 2 Products and services disclosuresExcerpt from Betterment's Terms of Use
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Form ADV Part 2 is a regulatory disclosure document investment advisers are required to provide; its inclusion signals that Betterment's advisory services are subject to formal regulatory disclosure obligations.
You are required to review Betterment's Form ADV Part 2 products and services disclosures.
ConductAtlas has identified this type of provision across 275 platforms. See the full comparison.
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