Transamerica Financial Advisors, Inc. (TFA) is a SEC Registered Investment Advisor. Betterment LLC provides automated investment advisory services by managing investments in a customized portfolio for TFA clients through the Transamerica ALPHA program. Betterment LLC acts as a sub-advisor in this capacity and is also a SEC Registered Investment Advisor. Assets in a Transamerica ALPHA account will be held at Betterment Securities, a SEC registered broker-dealer, member FINRA and SIPC.

TFA Headquarters: 570 Carillon Parkway, St. Petersburg, FL 33716. Phone: 800.322.7161

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A more secure financial future isn’t a goal reserved only for the wealthy.

Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value.

Investing in securities involves risks, including the possible loss of principal. Before investing, consider your investment objectives and all applicable fees and expenses.

Transamerica Financial Advisors, Inc. (TFA) and our Representatives believe that a more secure financial future isn’t a goal reserved only for the wealthy. This is why TFA is proud to offer the Transamerica ALPHA Digital Investment Program (Transamerica ALPHA), an online, automated investing and money management service, available to TFA clients from all walks of life.

What is Transamerica ALPHA?Transamerica ALPHA gives you access to a TFA Investment Advisor Representative (IAR), professional money management, and a host of online tools

designed to monitor and manage your investments. Powered by Betterment, Transamerica ALPHA gives you access to technology that manages your investments in a customized, globally diversified portfolio. There is no minimum investment required to open a Transamerica ALPHA account, and the program’s goal-based and investment algorithms let you know if you are on track to meet your investment goals.

Transamerica ALPHA offers a way to:• Manage investments by setting a goal and strategy

that can include investing in customized, diversified portfolios of stock and bond Exchange-Traded Funds (ETFs), in a ROTH IRA or traditional IRA, or a trust account.

• Monitor investments on a single, consolidated online statement.

• Save time through the platform’s automation features, including tax-efficient rebalancing, automatic dividend reinvesting, and automatic deposits.

• Save money – there are no charges for trades or transactions with Transamerica ALPHA. Instead, you pay an investment advisory fee based on your total account balance

Transamerica ALPHA ensures security and privacy when it comes to your account by offering fraud protection to safeguard your account against unauthorized activity, and your personal information will never be sold to a third-party.

With the Transamerica ALPHA mobile app you can:

• Access your account with Touch ID or a secure PIN

• Securely link your checking account

• Check the balance and returns of your investments in real time

• Initiate a deposit or withdraw anywhere, anytime

• Manage your portfolio of stock and bond ETFs

• Review your investing goals and account activity

TFA is dedicated to sharing financial tools and solutions that allow people from all walks of life to create an individualized investment strategy.

Meet with a TFA Investment Advisor Representative today to learn how Transamerica ALPHA and TFA can help you work towards a more secure financial future.

Customized investing in a secure account, tailored to your goals with no minimum investment.