Common use of Households Clause in Contracts

Households. All members of a Household will participate in the same plan (i.e., the Betterment Digital plan or Betterment Premium plan) and be subject to the same Fee applicable to such plan. The balances of all Accounts in a Household (excluding, for the avoidance of doubt, 401(k) accounts held through Betterment for Business) will also be aggregated for the purposes of calculating the Account Balance Threshold and each Account will be charged its pro rata share of the total Fee that is due. If one Client in a Household chooses a particular plan (the “Electing Client”), all members of the Household will immediately be opted into that same plan and be charged accordingly. All members of a Household, other than the Electing Client, will be alerted by email of any change to the Household’s applicable plan, and if such other members do not want to participate in the newly selected plan, they will be able to request to leave the Household and select a different plan by emailing Betterment at xxxxxxx@xxxxxxxxxx.xxx. If Client is not currently a member of a Household and would like to create or join a Household, Client should contact Betterment at xxxxxxx@xxxxxxxxxx.xxx. If Client is part of a Household that participates in the Betterment Premium plan, Client hereby acknowledges and agrees that personal data regarding Client’s Betterment account may be shared with other members of such Household on telephone consultations such other members have with a Financial Consultant.

Households. All members of a Household will participate in the same plan (i.e., the Betterment Digital plan or Betterment Premium plan) and be subject to the same Wrap Fee applicable to such plan. The balances of all Accounts in a Household (excluding, for the avoidance of doubt, 401(k) accounts held through Betterment for Business) will also be aggregated for the purposes of calculating the Account Balance Threshold and the Discount defined in the Fee Schedule attached hereto and each Account will be charged its pro rata share of the total Wrap Fee that is due. If one Client in a Household chooses a particular plan (the “Electing Client”), all members of the Household will immediately be opted into that same plan and be charged accordingly. All members of a Household, other than the Electing Client, will be alerted by email of any change to the Household’s applicable plan, and if such other members do not want to participate in the newly selected plan, they will be able to request to leave the Household and select a different plan by emailing Betterment at xxxxxxx@xxxxxxxxxx.xxx. If Client is not currently a member of a Household and would like to create or join a Household, Client should contact Betterment at xxxxxxx@xxxxxxxxxx.xxx. If Client is part of a Household that participates in the Betterment Premium plan, Client hereby acknowledges and agrees that personal data regarding Client’s Betterment account may be shared with other members of such Household on telephone consultations such other members have with a Financial Consultant.

Households. All members of a Household will participate in the same plan (i.e., the Betterment Digital plan or Betterment Premium plan) and be subject to the same Wrap Fee applicable to such plan. The balances of all Accounts in a Household (excluding, for the avoidance of doubt, 401(k) accounts held through Betterment for Business) will also be aggregated for the purposes of calculating the Account Balance Threshold and the Discount defined in the Fee Schedule attached hereto and each Account will be charged its pro rata share of the total Wrap Fee that is due. If one Client in a Household chooses a particular plan (the “Electing Client”), all members of the Household will immediately be opted into that same plan and be charged accordingly. All members of a Household, other than the Electing Client, will be alerted by email of any change to the Household’s applicable plan, and if such other members do not want to participate in the newly selected plan, they will be able to request to leave the Household and select a different plan by emailing Betterment at xxxxxxx@xxxxxxxxxx.xxx. If Client is not currently a member of a Household and would like to create or join a Household, Client should contact Betterment at xxxxxxx@xxxxxxxxxx.xxx. If Client is part of a Household that participates in the Betterment Premium plan, Client hereby acknowledges and agrees that personal data regarding Client’s Betterment account may be shared with other members of such Household on telephone consultations (or consultations through other media) such other members have with a Financial Consultant.