No. Since we are a third-party service provider, we do not see what credit union employees see when servicing your account. We will only ask for information from you that we need to open and manage your investment accounts. As a client, you can choose to add external assets (like your credit union checking account) to your Betterment account for goals-based planning objectives.
Furthermore, the information shared with us is confidential and secure through the various safety measures we have put in place.