Overview
Betterment for Advisors integrates with ByAllAccounts® and Morningstar OfficeSM platforms from Morningstar WealthSM.
ByAllAccounts is a financial data and account aggregation platform for wealth management that allows advisors to connect data to a wide variety of platforms.
The information sent to ByAllAccounts includes but is not limited to:
- Account information
- Positions
- Transactions
- Tax lots
Enabling the integration
You can set up this integration for your firm by taking the following steps:
- Email support@bettermentforadvisors.com and request to enable the ByAllAccounts integration for your firm.
- Once the integration is complete on Betterment's side, our team will let you know. This can take a few business days.
- After the integration is set up, you will be able to connect data via ByAllAccounts’ AccountView application.