WealthManagement.com

Betterment For Advisors Adds Trust Account Opening

By Sam Steinberger

Continuing its focus on the account opening process, Betterment for Advisors announced it is adding a Trust Account Opening feature to its advisor-focused automated investing platform. Betterment previously had a client-initiated trust account opening process; this is the first time advisors can manage the entire paperless process, said the firm.

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This article originally published September 27th, 2018 on WealthManagement.com.

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