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Enable Betterment for Advisors Integration
Enable Betterment for Advisors Integration
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

How to enable the integration

You can enable the Betterment for Advisors integration by:

  1. Click the three-dot menu in the top right corner of Wealthbox

  2. Click Applications

  3. 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 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 β€” 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.

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