Skip to main content

Individuals
Employers
Advisors

Investing
Cash
Planning
About
Education

For Employers
For Advisors

Help Center
Trust Accounts

Can the grantor or beneficiary of a trust access the account?

Published Sep. 01, 2018

No, at this time we only provide access to the authorized trustees of a trust.

Copied!

Related Articles

Does Betterment provide tax statements for my trust account?
Does Betterment support multiple trust accounts?
Can I convert my personal account to my trust?

Accounts
Investments
Tools
Help
Company

Contact us
Betterment 401(k)
Betterment for Advisors

This experience and any marketing of the experience are provided by Betterment LLC. To the extent that there is marketing related to Betterment Checking, it is provided by Betterment Financial LLC.

The articles and client support materials available are educational only and not investment or tax advice.

We want you to know a few things:

Who Provides What Service?

Investment Advice: Advisory services for traditional investments (e.g., ETFs) and digital assets are provided by Betterment LLC, an SEC-registered investment adviser. Betterment LLC also offers the Betterment Cash Reserve product. Betterment LLC does not require clients to maintain a minimum investment account balance. However, accounts below a certain balance may have certain restrictions. For more information, please see additional disclosure.

Traditional Investment Brokerage Services & Custody: Brokerage services are provided to clients of Betterment LLC by Betterment Securities, an SEC-registered broker-dealer and member of FINRA /SIPC, and Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC.

Digital Asset Trading Services & Custody: Digital asset trading services and custody are provided by Gemini Trust Company, LLC. For further details regarding the custody of assets, including cash, held at Gemini Trust Company, please see your Gemini user agreement.

Betterment Checking: Betterment Checking is made available through Betterment Financial LLC. Checking accounts and the Betterment Visa Debit Card provided by and issued by nbkc bank, Overland Park, Kansas, Member FDIC. Neither Betterment LLC nor Betterment Financial LLC, nor any of their affiliates, is a bank.

Let’s Talk About Risk:

Investing involves risk and there is the potential of losing money when you invest in securities and digital assets. Past performance does not guarantee future results and the likelihood of investment outcomes are hypothetical in nature.

Investments in securities and digital assets are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value.

Furthermore, investing in digital assets is highly speculative and volatile, and only suitable for investors who are able to bear the risk of potential loss and experience sharp drawdowns. Digital assets are not legal tender and are not backed by the U.S. government. Digital assets are not subject to SIPC protections.

Before investing, consider your investment objectives and Betterment LLC's fees and expenses. Betterment LLC's internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see Betterment’s Form CRS, Form ADV Part II and other disclosures.

Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment LLC is not registered.

Who Provides the Market Data?

Market Data by Xignite. Fund data © 2022 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

You are viewing a web property located at Betterment.com. Different properties may be provided by a different entity with different marketing standards.

Site Map
Terms of Use
Privacy Policy
Trademark
Legal Directory

Google Play and the Google Play logo are trademarks of Google, Inc.

Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.

Any links provided to other websites are offered as a matter of convenience and are not intended to imply that Betterment or its authors endorse, sponsor, promote, and/or are affiliated with the owners of or participants in those sites, unless stated otherwise.

© Betterment. All rights reserved