Get started with Betterment for Advisors

Betterment for Advisors simplifies your advisory business by leveraging the smartest investment technology. Register your firm below in a few easy steps.

Advisor information

Create your advisor account. Once your firm is approved, you can use your email and password to log in to your dashboard.

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

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


Firm Information

Tell us about your firm. This information will be used for verification purposes.

This is the default spread your firm will charge on top of Betterment's Platform fee. This can be adjusted later and can also be changed to a flat-rate or tiered fee. Click here to learn more.

Firm Agreement and ADV (Optional)

Upload PDFs of the below items to use our Client Agreement Automation service.

Please ensure these documents are correct as we will not be verifying them. If you do not provide these items you are responsible for executing them with and delivering them to your clients outside of our platform.

Should be signed and executed by your firm

Logos (Optional)

Your logos will be used in the client portal and in communications with your clients. Logos must be transparent PNGs at 400px x 100px (see examples).

Logo examples

Firm Bank Account

Betterment will transfer all fees collected on your behalf to you via ACH transfer. Please enter your firm's bank account information to enable ACH payments.

Affiliated with broker dealer

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

Paperless sign up

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

Client focus

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

Advisor dashboard

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

Better experience

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

Technical Support

For technical questions, contact one of our support specialists.