Yes, firms using Redtail or Wealthbox CRM software can see Betterment client account information within the CRM interface once you enable the integration.
To enable Redtail integration, please email support@bettermentforadvisors.com with your Redtail username. Once you receive confirmation that the integration is enabled via email, you will be able to see client account information and balances in Redtail. This can take several days.
To enable Wealthbox, first login to Wealthbox. Visit the Applications area, select Betterment For Advisors, choose Enable and click “Request Betterment integration”. Once you receive confirmation that the integration is enabled via email, you will be able to see client account information, balances, recent transactions and tax lots in Wealthbox’s Betterment tab. This can take several days.