Important Information About Procedures For Opening A New Account—
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you; we may also ask to see your driver’s license or other identifying documents.
Betterment LLC is an SEC Registered Investment Advisor.
Brokerage services offered by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment’s charges and expenses. Betterment LLC and Betterment Securities are not banks and the investments offered by them are not guaranteed or insured by Union Bank and Trust. Union Bank & Trust is not affiliated with Betterment LLC or Betterment Securities.
Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment LLC and Betterment Securities are not registered.
Investment Products: Not FDIC Insured – Not Deposits or Other Obligations of, and are Not Guaranteed by, Union Bank & Trust – May Lose Value.