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 firstname.lastname@example.org. This will allow us to provide access to the Betterment for Advisors platform + Dimensional Funds as soon as your firm’s application is approved.