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.
