Updating Your Personal Information at Embark
Embark provides you with the ability to control your investment and your future. You select your goals, decide how much you want to invest, and track your progress. If you need further help, we offer access to a CFP® professional.
Embark is a digitally driven service built on a technology platform designed and maintained by Betterment. It is important that all your personal and contact information remain current, so we can contact you if necessary. We cannot update your information for you- you must log in and update the information yourself. If you move, change your phone number, or email address, please promptly update your contact information. It is easy to do.
First, access your account by logging in via a web browser or through the mobile app.
To update your information from a web browser, click on “Settings” located under YOUR ACCOUNT near the bottom of the black menu bar along the left side of your screen. Click on “Change email”, Update Address”, “Edit Phone Number”.
To update your information from the mobile app, click on the three bars in the upper left portion of the screen, then select “Settings”, then “Personal Profile”. Select “Edit email”, “Update Address”, or “Edit phone number” to input updated information.
If you have any questions about when or how to update your personal information, or perhaps you have another question about our services, contact us directly at 920.785.6012 or email us at [email protected]. Embark has partnered with Betterment for Advisers as our technology solution to provide our services to our clients. Betterment maintains a support line you can also call for help with navigation, linking your accounts or other site functionality. You can call the Betterment for Advisers support line at 800.400.1571.
Last updated January 9, 2023
Disclosures: Content contained herein is presented is for informational and educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies, nor shall it be construed to be the provision of individualized investment, tax or legal advice.
Embark is a digital investment service advised by ETF Model Solutions, LLC. Investments recommended by Embark involve risk and will fluctuate in value. Unless otherwise stated, investments are not insured or guaranteed. May lose money. Embark utilizes the platform and technology services of Betterment LLC, an SEC Registered Investment Adviser. Betterment provides the wrap fee program that assists us in providing our services to you. Custody and trading services for the program are provided by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC.
Embark’s services are specific to the investment goals that you identify. We do not provide comprehensive financial or tax planning. Our Advisory services rely upon an algorithm designed and maintained by Betterment to assist us in determining our portfolio recommendations. Unless you directly consult with Embark Advisory personnel, the algorithm is the sole basis of the advice.
All tools and content on the Betterment, LLC website, are designed, created, and maintained by Betterment. Certain functionality, tax-coordinated portfolios and links to investment philosophy, research, educational materials, and FAQs apply solely to betterment’s 2-dimensional portfolios and may not apply to Embark’s 3-dimensional investment recommendations.
Existing Embark clients are reminded to login and update personal information whenever their goals or personal financial circumstances change. Clients should also confirm that their current goal allocation is aligned with the recommended target allocation provided for each goal. Clients with questions regarding their account, personal financial circumstances, goals, or an investment allocation with respect to our service should contact us via email or telephone.
Prospective clients contemplating opening an account with Embark are advised to read Embark’s Form ADV Brochure, Part 2A for important disclosures about our services, business practices, the costs and risks of investing, and other important considerations prior to opening their account. You can access the most recent version of our Form ADV via a link on our website.
ETF Model Solutions, LLC. is registered as an investment adviser with the SEC. Registration does not imply a certain level of skill or training. If you have any questions about our professional services, please call us at 920.785.6012 or email [email protected]