Common use of Matching Services Clause in Contracts

Matching Services. Betterment also offers all Clients, regardless of Account balance, a matching service whereby Betterment matches such Clients with a dedicated Third-Party Advisor through the Betterment Advisor Network program. If a Client elects to participate in the Betterment Advisor Network program, the Client will receive suggested matches of one or more Third-Party Advisors based on Client’s financial needs, as communicated to Betterment by Client. If Client desires to hire a Third-Party Advisor, Client will enter into a separate agreement with such Third-Party Advisor on such terms, including fee terms, as mutually agreed between such Client and such Third-Party Advisor. Client understands that although Betterment has performed due diligence on such Third-Party Advisors, Client must make the ultimate determination as to whether to enter into an advisory relationship with any such Third-Party Advisor. All Third-Party Advisors will be CERTIFIED FINANCIAL PLANNER (CFP®) professionals. Betterment does not receive any special compensation from Client or any Third-Party Advisor for providing this referral service. Upon entering into a separate agreement with a Third-Party Advisor, Client will be deemed to have elected participation in the Betterment Digital plan, regardless of the plan Client had participated in prior to entry into such agreement. If a Client elects to receive the matching services described in this Section, Client hereby consents to Betterment’s sharing of certain personal data and information (including contact information) regarding Client with any Third-Party Advisor with which Betterment matches Client. If Client participates in the Advisor Network program and enters into a written agreement with a Third-Party Advisor, Client agrees to the terms set forth on the “Betterment Advisor Network Terms and Advised Client Funds Transfer Authorization” attachment to this Agreement with respect to such Third-Party Advisor. For the avoidance of doubt, if Client does not enter into a written agreement with a Third-Party Advisor, the terms set forth in such attachment shall not apply to Client.

Matching Services. Betterment also offers all Clients, regardless of Account balance, a matching service whereby Betterment matches such Clients with a dedicated Third-Party Advisor through the Betterment Advisor Network program. If a Client elects to participate in the Betterment Advisor Network program, the Client will receive suggested matches of one or more Third-Party Advisors based on Client’s financial needs, as communicated to Betterment by Client. If Client desires to hire After an initial phone call with a Third-Party Advisor, Client will enter into a separate agreement with such Third-Party Advisor on such terms, including fee terms, as mutually agreed between such Client and such Third-Party Advisor. Client understands that although Betterment has performed due diligence on such Third-Party Advisors, Client must make the ultimate determination as to whether to enter into an advisory relationship with any such Third-Party Advisor. All Third-Party Advisors will be CERTIFIED FINANCIAL PLANNER (CFP®) professionals. Betterment does not receive any special compensation from Client or any Third-Party Advisor for providing this referral service. Upon entering into a separate agreement with a Third-Party Advisor, Client will be deemed to have elected participation in the Betterment Digital plan, regardless of the plan Client had participated in prior to entry into such agreement. If a Client elects to receive the such matching services described in this Sectionservices, Client hereby consents to Betterment’s sharing of certain personal data and information (including contact information) regarding Client with any Third-Party Advisor with which Betterment matches Client. If Client participates in the Advisor Network program and enters into a written agreement with a Third-Party Advisor, Client agrees to the terms set forth on the “Betterment Advisor Network Terms and Advised Client Funds Transfer Authorization” attachment to this Agreement with respect to such Third-Party Advisor. For the avoidance of doubt, if Client does not enter into a written agreement with a Third-Party Advisor, the terms set forth in such attachment shall not apply to Client.