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How does the Betterment for Advisors integration work?
How does the Betterment for Advisors integration work?
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Written by Team Wealthbox
Updated over a week ago

The Betterment for Advisors integration allows users to access account details, positions, transactions, and tax lots from Betterment for Advisors — all from the Contact Record page in Wealthbox.

Betterment for Advisors clients will be automatically mapped to Wealthbox contacts using the contact's phone number. As long as there's a matching phone number in Wealthbox, Betterment for Advisor accounts will display for that contact.

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