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 CRS is a standardized regulatory summary of services, fees, and conflicts of interest; the requirement to review it alongside Form ADV Part 2 signals layered regulatory disclosure obligations applicable to the customer.
Interpretive note: The excerpt contains an explicit directive ('Also review') for Form CRS Conversation Starters, and lists Form ADV Part 2 adjacently without a separate verb. The canonical claim captures both as the primary proposition. The word 'Also' implies prior context not present in the excerpt.
You are required to review Betterment's Form CRS Conversation Starters and Form ADV Part 2.
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prevent or detect violations of our Terms or fraud or abuse of Strava or its users; or (4) protect our operations or our property or other legal rights, including in connection with actual or potential litigation.
the Receiving Party shall (other than to the extent prohibited by law) provide prior written notice to the Disclosing Party and reasonably cooperate...with any efforts by the Disclosing Party to contest or limit such disclosure requirement
Recipient may disclose Discloser's Confidential Information: (i) to the extent that such disclosure is required by applicable law or by the order of a court...provided that...the Recipient promptly notifies the Discloser in writing of such required disclosure...
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"Also review our Form CRS Conversation Starters. Form ADV Part 2— Excerpt from Betterment's Betterment Terms of Use
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Form CRS is a standardized regulatory summary of services, fees, and conflicts of interest; the requirement to review it alongside Form ADV Part 2 signals layered regulatory disclosure obligations applicable to the customer.
You are required to review Betterment's Form CRS Conversation Starters and Form ADV Part 2.
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