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
FINRA's Margin Disclosure Statement is a regulatory document describing the risks of margin trading; its required review signals that margin-related activity is a component of the customer relationship.
Interpretive note: The excerpt is a title or label only and does not state the substantive content of the disclosure or explicitly state that review is required; the requirement to review is the most reasonable primary reading given the document context, but the excerpt does not include an explicit directive verb.
You are required to review FINRA's Margin Disclosure Statement as part of your relationship with Betterment.
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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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"FINRA's Margin Disclosure Statement— Excerpt from Betterment's Betterment Terms of Use
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FINRA's Margin Disclosure Statement is a regulatory document describing the risks of margin trading; its required review signals that margin-related activity is a component of the customer relationship.
You are required to review FINRA's Margin Disclosure Statement as part of your relationship with Betterment.
ConductAtlas has identified this type of provision across 276 platforms. See the full comparison.
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