Betterment

Integration Name:

Betterment for Advisors

Integration Type:

Account Feed

Setting up the integration:

You will need to contact Betterment to have them enable the integration on their end.

Integration functionality:

Account data is pushed from Betterment to Redtail based off of the Tax ID Number.

Betterment resources:

Website

Resource Center

Support

Click here to return to the list of Data Feeds.