How to set up the integration with ByAllAccounts
For any additional questions, please reach out to support@bettermentadvisorsolutions.com.
Betterment Advisor Solutions 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:
You can set up this integration for your firm by taking the following steps:
For any additional questions, please reach out to support@bettermentadvisorsolutions.com.