Log in to your client’s account through impersonation. Navigate to the header of your clients’ Summary tab and click Set Up next to Tax-Coordinated Dividends.
Next, follow the steps to set up the portfolio:
First, you will select the tax-advantaged goals you would like to include in your client’s Tax-Coordinated Portfolio. This includes:
- Traditional IRA
- Roth IRA
- SEP IRA
Second, you will select the taxable goal you would like to include in your client’s Tax-Coordinated Portfolio. You can only select one taxable goal to include in your client’s new portfolio. You should select a long-term investment goal--a goal with the same time horizon as your client’s retirement accounts.
Third, you will set an allocation for your clients’ entire Tax-Coordinated Portfolio. Betterment will recommend an allocation based on the information you or your clients’ have provided and your clients’ long term goal.
Fourth, you will review your client’s new portfolio and click “Finalize new portfolio” to confirm the changes.