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& Jane Smith's No... ¢ & Getting Started Edited Feb21 Share & @ g o°°
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€3 Settings & members is integrated and synced with all your Google Calendar events!
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creation with others
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. @ Jane Smith's Notion
o Free Plan - 2 members
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e Pages in Private are not shared with any other workspace members
e Click Share at the top right to invite others to a page
e Click Templates in your sidebar to add pre-made pages
[] Click Calendar in your sidebar to manage your time and work together. Notion's calendar app
is integrated and synced with all your Google Calendar events!
Trial of the Plus plan . . . . .
> 1
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6, 2024
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|J  Jane Smith's No... ¢ Getting Started Editedjustnow Share & @ ¢ -
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X Quick Note
4 Personal Home \*\ Welcome to Notion!
X Task List
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@ Trash [] Click Calendar in your sidebar to manage your time and work together. Notion's calendar app
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& Have a question? Click the ? at the bottom right for more guides, or to send us a message.
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appName: Notion

appCategory: Productivity

appTagline: Notes, tasks, AI

companyHqRegion: US & Canada

companyStage: Growth Stage

platform: web

pageType: Application

hotspotType: Click

screenPatterns:
Feature Info
Select

screenElements:
Drawer
Progress Indicator

screenElements: Table Breadcrumbs Tab

screenElements:
Tile
Table
Breadcrumbs
Tab
Select
Chip
Drawer
Progress Indicator

screenPatterns:
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Select
Goal & Task
Note Detail
Set

pageType: Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application

allAppCategories: Collaboration Productivity

screenKeywords:
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Setting up an investing account

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|Investing X
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|9:41 all ¥ @m
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< Portfolio options X
How do you want to invest?
Our portfolios are designed to help you build
wealth. Start investing by choosing a portfolio
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low-cost Core Portfolio.
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|9:41 all ¥ @)
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One last step
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electronic delivery of documents and written
communications, and other important
agreements. You also acknowledge that you have
received a copy of our Form CRS relationship
summary and Form ADV brochure. Your advisory
agreement contains a predispute arbitration
clause highlighted in section 35. Your
brokerage agreement contains a predispute
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|9:41 ull ¥ @

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|9:41 all ¥ @m)
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|9:41 all ¥ @m)

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|9:41 all ¥ @)
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electronic delivery of documents and written
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advisory agreement contains a predispute
arbitration clause highlighted in paragraph 34
on page 33. Your brokerage agreement contains
a predispute arbitration clause highlighted in
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Cash Reserve terms and conditions
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you have read and agree to the terms above.
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|9:41 all ¥ @)
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i General investing
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|9:41 all T @)

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|9:41 all ¥ @
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|9:41 all © @
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|9:41 all ¥ @)
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agreements. You also acknowledge that you have
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summary and Form ADV brochure. Your advisory
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|9:41 all ¥ @m
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|9:41 all ¥ @)
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electronic delivery of documents and written
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|9:41 ll T @
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& Jane Smith's No... ¢
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— Refer
Good evening,
* L 4
+
. *
Total net worth
Betterment balance
Investments
a General investing
Other connected accounts
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see and track the progress of your goals ¥
complete picture. For information on how Betterment
incorporates connected accounts in our advice and
. ]
nralarntinne nlaaca econa Allr
|9:41 all ¥ @m
< X

What is your annual pre-tax

income from all sources?
Your annual pre-tax income is the total income
you earn in a year from all sources, before
taxes are taken out. If your income varies from
year to year, enter a typical year or average.
Your Income
Income
Continue
® Gethelp
|9:41 all ¥ @m
< X
Goal name
Give a unique name to your goal.
Goal name
Continue
® Gethelp
|9:41 all ¥ @m
< X
How your money will be invested
. r
Portfolio Core
Change
. On
Auto-adjust
Change
Auto-adjust intelligently adjusts your allocation over
time, maintaining our recommended risk level.
. 90% Stocks, 10% Bonds
Allocation
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We recommend this allocation based on the
Retirement goal type and retirement age provided
(55).
> Can | make changes to this account later?
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O
|9:41 all @
Performance X
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. . 0.00

£ General investing 3 >
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. 0.00

20 Retirement 3 >
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Your account benefits

TR Dividends reinvested $0.00
Dividends are your portion of a company's
earnings. We reinvest them back into your portfolio
to boost your total returns.

Tax Loss Harvesting Off
We automatically monitor for opportunities to sell
holdings experiencing a loss to help reduce the
taxes you pay.

See if it's right for you

¢ 2 Automated rebalancing
We adjust your portfolio based on your account
balance and market movements to help manage
risk.

EFEvnlore more
|9:41 all ¥ @m)
< X
How do you want to invest?
Pick the portfolio for me
O We'll invest your money in our diverse, 5
low-cost Core portfolio with a 90%
stocks, 10% bonds allocation.
I'll pick the portfolio myself
O Choose from expert-built portfolios, 5
from Socially Responsible Investing to
Innovative Technology.
| want more flexibility
@ Select your own asset class weights >
alongside our tax-smart strategies.
> Can | change this portfolio strategy later?
N Will each goal of mine use the same
portfolio?
|9:41 all ¥ @m)
< X
Any changes to your
household?

Tax-status
Spouse name
Spouse date of birth
Spouse's employment status

Continue

® Gethelp
|9:41 all @
Performance X
to boost your total returns.

Tax Loss Harvesting Off
We automatically monitor for opportunities to sell
holdings experiencing a loss to help reduce the
taxes you pay.

See if it's right for you

2 Automated rebalancing
We adjust your portfolio based on your account
balance and market movements to help manage
risk.

Explore more

What’s in store for the market in
20247
5 min read
Why it’s not your time to time the
_*
) market
2 min read
‘ I Is the S&P 500 the best investing
' - benchmark?
= 3 minread
|
|9:41 all ¥ @m

< X
Confirm your account details

Retirement

Change name

Goal target Change
Spending target
Target year
How your money will be invested

Create this go: ® Gethelp
|9:41 all ¥ @m

< X

One last step

Before you can create this new account, you'll

need to agree to the terms below.

Betterment's privacy policy and customer

agreements, which include the Brokerage

Agreement, Advisory Agreement, consent to

electronic delivery of documents and written

communications, and other important
agreements. You also acknowledge that you
have received a copy of our Form CRS
relationship summary and Form ADV brochure.

Your advisory agreement contains a

predispute arbitration clause highlighted in

section 35. Your brokerage agreement
contains a predispute arbitration clause

highlighted in paragraph 36 on page 73.

By checking this box, you acknowledge
and agree that you have read and agreed to
the terms above.

Accept and finis’
® Gethelp
|9:41 all ¥ =)
< X
At what age would you like to
retire?
An estimate is fine—you can update this later.
Social Security benefits increase the later you
retire.
Your desired retirement age
desired retirement age
Continue
® Gethelp
|9:41 all @
< Settings
Retirement
Total earned $0.00
See performance details
Automate your savings

Setting a recurring transaction can
T8 make it easier to save by putting it on >
autopilot.
Your progress Set target
@ Based on your balance with us in this
investing account, your current $4 /month
base price may outpace positive returns.
Learn more
|
|9:41 all ¥ @m)
X

Roth IRA

Similar to a traditional IRA, but instead of

paying taxes when you take money out, you

pay taxes before you put money in.

SEP IRA

Less common. Betterment SEP IRAs are for

people who are self-employed or own a small

business.

Individual Taxable

Useful for a variety of investment purposes,

this account has no contribution limit and

follows standard tax rules.

Joint Taxable

Similar to individual taxable, but designed

for couples or family members who want to

share ownership of a single account.
|
|9:41 all @
X
What type of retirement
account?

Traditional IRA
A retirement account that benefits from tax-
deferred growth, but has an annual
contribution limit.
Roth IRA
Similar to a traditional IRA, but instead of
paying taxes when you take money out, you
pay taxes before you put money in.
SEP IRA
Less common. Betterment SEP IRAs are for
people who are self-employed or own a small
business.
Individual Taxable
Useful for a variety of investment purposes,
this account has no contribution limit and
follows standard tax rules.

. ]
|9:41 all @
X
What account do you want to
open?
High-yield cash account
@ Watch your savings grow with 4.75% APY* >
(variable)
Automated investing
k Well-diversified, low-cost portfolio for long- >
term investing
’ IRA accounts N
Tax advantaged IRAs
. Crypto investing N
Diversified, managed crypto portfolios
’ Checking account N
Pay bills and earn cash back
Betterment Cash Reserve
For Cash Reserve (“CR”), Betterment LLC only receives
compensation from our program banks; Betterment LLC and
Betterment Securities do not charge fees on your CR balance.
* The annual percentage yield ("APY") on the deposit balances in
Betterment Cash Reserve ("Cash Reserve") is 4.75% and
represents the weighted average of the APY on deposit balances
at the banks participating in Cash Reserve (the "Program Banks")
and is current as of [EEGTEEGEGE—G—————————\PY is variable and
|9:41 all ¥ @
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screenKeywords:
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Order a checkbook

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pageType: Marketing

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Stats

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About

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