How to enable the integration

From the three-dot menu in the top right corner of Wealthbox click on "Applications", then click the "Settings" button for the Betterment for Advisors application as shown in the below screenshot.

On the Betterment for Advisors application page:

  1. Choose "Enable" and click the "Save" button
  2. Click the "Request Betterment for Advisors Integration" button; this will open an email you will send to Betterment for Advisors and Wealthbox to request enabling the integration

Once Wealthbox receives the data from Betterment for Advisors, typically within a few days, you will have access to account details, positions, transactions, and tax lots — all from the Contact Record page in Wealthbox.

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