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 email@example.com to kick-off the approval process.
If I am an advisor with access to Dimensional Funds, can I also access them on Betterment for Advisors?
Yes, if you are already an advisor with access to Dimensional Funds, you will also be able to access them on the Betterment for Advisors platform. Please contact us at firstname.lastname@example.org and we will enable access upon verification from Dimensional Funds.
If I already use Betterment for Advisors and have been approved by Dimensional, how long will it take me to get access to create and use Dimensional portfolios once I’ve made the request?
Once you’ve notified us via a message to support, we’ll update your Dimensional Funds status in the Betterment for Advisors platform within 2-3 business days. You’ll receive a confirmation email from us at that time.
If I’m new to Betterment for Advisors, how long will it take me to get access to Dimensional Funds once I’ve completed the process?
We typically review new firms on the platform within 5 business days. Please notify us during this time that you are approved to sell Dimensional Funds by sending a message to email@example.com. This will allow us to provide access to the Betterment for Advisors platform + Dimensional Funds as soon as your firm’s application is approved.