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Thursday, December 7, 2023

Questions about Using Dimensional Funds through Betterment for Advisors

What is the process for becoming approved for access to Dimensional Funds on the Betterment for Advisors platform?

Generally, you will go through an introductory and educational meeting with Dimensional Fund Advisors, after which you should be approved to access Dimensional Funds on our platform. This process can be accomplished in as few as 2 to 3 days. Please email bettermentforadvisors@betterment.com  to kick-off the approval process.

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