Let's get started

We’re here to help you streamline your business so you can offer a better client experience. Start by setting up your profile and registering your firm.

Primary Advisor Profile

This is the login information you’ll use to access your dashboard. This profile has full, discretionary access to make portfolio management decisions and take administrative action on behalf of clients.

This email will be used for all email communications with clients.
Minimum of 10 characters, include at least one lowercase letter, one uppercase letter, and one digit. This password will be used for the Primary Advisor login.

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

Security Questions

These questions will help us verify your identity should you forget your password.

Firm Details

This information will register your firm and set up your ACH billing and payments.

Firm Tax Classification

To help your firm prepare for tax season, we may issue a Form 1099-NEC, detailing any earnings from client management fees within the calendar year.

Employer identification number (EIN) is a nine-digit number assigned by the IRS.

Check appropriate box for federal tax classification of your firm. Check only one of the following seven boxes.

Tax classification

Firm Bank Account

This is the account where we will send advisory fees we collect on behalf of your firm.

Routing number must be exactly 9 digits.

This will determine whether your clients are billed quarterly or monthly. It can be adjusted later.

Quarterly billing enabled

Additional Questions

This will impact your agreement with Betterment.

Four oh one k only
Affiliated with broker dealer
1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. I am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.

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

By hitting "Submit" on this form, I confirm that I am an authorized firm representative for the entity listed and the legal name on my advisor account with Betterment will serve as my electronic signature on the date of submission.

Your web browser is out of date. Learn more about updating your browser.