Our integrations with these planning tools are at the client-level. This requires your clients to link their Betterment accounts using their username and password. Our planning integrations do not include tax lots and cost basis data.
Articles in this section
- Can my firm access our raw data feed?
- How long does it take to enable my data feed?
- How do I get my data into my portfolio management system?
- How do I get my data into my financial planning tool?
- What data do you provide in your feed to portfolio management systems?
- Do you integrate with portfolio management systems?
- Do you integrate with any CRMs?
- Do you integrate with any financial planning tools?
- How do clients automatically import their tax information into tax preparation software?
- My clients’ tax preparation software has a limit on the number of transactions it supports. How can I use it to report all transactions?