How to set up the integration with ByAllAccounts Jun 18, 2024 2:11:53 PM 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.