How to enable the integration
You can enable the Betterment for Advisors integration by:
Click the three-dot menu in the top right corner of Wealthbox
Click Applications
Click the "Settings" button for the Betterment for Advisors application as shown in the below screenshot.
On the Betterment for Advisors application page:
Choose "Enable" and click the "Save" button
Click the "Request Betterment for Advisors Integration" button; this will open an email which 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.
Please note: The Betterment for Advisors integration does not import contacts into Wealthbox. You will need to import or create the contacts in Wealthbox manually in order for their Betterment accounts to appear in the system.
