Betterment for Advisors

Welcome to Betterment for Advisors

Betterment for Advisors simplifies your advisory business by leveraging the smartest investment technology.

First name

Last name

PasswordMinimum of 10 characters, include at least one lowercase letter, one uppercase letter, and one digit.

Company name

Work phone

Mobile phone

Employee ID

The advisor ID at your firm. This is used for reporting and integration purposes.

Security question 1

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Answer

Security question 2

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Answer

Are you employed by or affiliated with a broker-dealer?

Affiliated with broker dealer

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By checking this box, you acknowledge that you have read and agree to the terms below.

The Betterment for Advisors platform Agreement and the Arbitration Agreement therein.

Fast, electronic sign up for you, your firm, and your clients.

Fast, electronic sign up for you, your firm, and your clients.

View and manage client portfolios in real-time from a custom dashboard.

Provide a unique experience for clients with easy access through web and mobile.

For technical questions, contact one of our support specialists.

1-888-646-2581