How to set up the Elements integration
By
Betterment Editors
Published
How to set up the Elements integration Jan 24, 2025 2:24:58 PM Overview Elements is the way to deliver financial conversations at scale. With the financial vitals framework, giving advice quickly has never been easier. Advisors can connect their firm’s client data to Elements through Betterment’s data feed to ByAllAccounts. The information sent through the ByAllAccounts feed includes: Account information Balance details Enabling the integration You can set up this integration for your firm by taking the following steps through Betterment: 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. To link ByAllAccounts to Elements: Log in to Elements and navigate to the puzzle piece icon. Hit view details under the ByAllAccounts and request access. Be sure to save your username and password to BAA at this stage. Once you have these credentials you can set up the feed: Navigate to BAA through the Elements platform as above. Go to the “Credentials” tab at the top. Click “Create Credential.” In the pop-up window search for “Betterment Advisor - SFTP Access.” Select it and click “Next” at the bottom. Fill in the ID and Password you set up from the previous emails. Click “Save and Aggregate” at the bottom.
Overview
Elements is the way to deliver financial conversations at scale. With the financial vitals framework, giving advice quickly has never been easier.
Advisors can connect their firm’s client data to Elements through Betterment’s data feed to ByAllAccounts.
The information sent through the ByAllAccounts feed includes:
- Account information
- Balance details
Enabling the integration
You can set up this integration for your firm by taking the following steps through Betterment:
- 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.
To link ByAllAccounts to Elements:
- Log in to Elements and navigate to the puzzle piece icon.
- Hit view details under the ByAllAccounts and request access. Be sure to save your username and password to BAA at this stage.
Once you have these credentials you can set up the feed:
- Navigate to BAA through the Elements platform as above.
- Go to the “Credentials” tab at the top.
- Click “Create Credential.”
- In the pop-up window search for “Betterment Advisor - SFTP Access.”
- Select it and click “Next” at the bottom.
- Fill in the ID and Password you set up from the previous emails.
- Click “Save and Aggregate” at the bottom.
For any additional questions, please reach out to support@bettermentadvisorsolutions.com.