How to enable the integration
You can enable the Betterment for Advisors integration by:
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Click the three-dot menu in the top right corner of Wealthbox
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Click Applications
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Click the "Settings" button for the Betterment for Advisors application, as shown in the screenshot below.
On the Betterment for Advisors application page, choose "Enable" and click the "Save" button.
Once you've enabled the integration in Wealthbox, you'll need to do the same within the settings page of Betterment for Advisors.
On the Integrations settings page in Betterment for Advisors, click "Connect to Wealthbox" to enable 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.
