There are two ways to get a managed account letter from us, which is sometimes also referred to as a discretionary account letter.
Upon Signing Up
When you set up your account for the first time, you will be asked if you are employed by or associated with a broker-dealer. If you choose yes, you can enter the name of your employer and a managed account letter will be automatically generated for you. You will be able to find it in your account under Documents > Other Documents.
If you’ve already signed up and entered your employer’s name, head directly to the Other Documents section and download your managed account letter.
Upon Request
If your employer asks you to provide a managed account letter after you have already signed up, we are happy to generate one for you.
Please email approvals@betterment.com from the email address associated with your Betterment account. We will generate and place your letter in your account under Documents > Other Documents.
After you’ve spoken with us, head directly to the Other Documents section and download your managed account letter.
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