Supplementary Services definition
Examples of Supplementary Services in a sentence
Client acknowledges that the financial consultant who provides Supplementary Services to Client is not an attorney or accountant, and no advice given to Client through the Supplementary Services should be interpreted as legal or tax advice.
Client is under no obligation to accept or follow any recommendations made by a financial consultant as part of the Supplementary Services, and neither Betterment nor the financial consultant will have any discretion over Client’s assets or accounts with respect to the implementation of such recommendations.
Except for negligence or malfeasance or violation of applicable law, Client agrees that Betterment and Betterment Securities and their respective officers and employees shall not be liable hereunder for any action performed or omitted to be performed or for any errors of judgment in managing the Account or providing Supplementary Services.
Betterment uses a team-based approach to providing Supplementary Services: if you receive Supplementary Services on multiple occasions, you are likely to interact with multiple financial consultants.
A person affiliated with Betterment who offers Supplementary Services to Clients who have elected to participate in the Betterment Premium plan or who otherwise receive Supplementary Services offered by Betterment from time to time.