Overview
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:
- Account information
- Positions
- Transactions
- Tax lots
Enabling the integration
You can set up this integration for your firm by taking the following steps:
- Log in to your advisor dashboard and navigate to Settings > Integrations.
- Select Morningstar from the list and click Connect to Morningstar ByAllAccounts.
- You will see confirmation that the integration has been enabled. Data will be sent to ByAllAccounts within one business day.
- After the integration is set up, you will be able to connect data via ByAllAccounts’ AccountView application.
