Overview
Wealthbox offers beautifully designed CRM for modern financial advisors.
We’ve partnered with them so that advisors can view Betterment client account balances and details directly from Wealthbox.
The data sent to Wealthbox includes:
- Account information
- Positions
- Transactions
- Tax lots
Enabling the integration
You can set up this integration for your firm by taking the following steps in the Wealthbox portal:
- Log in to Wealthbox.
- Go to Applications, select Betterment for Advisors, and click Settings.
- On the next page, choose Enable and then click Save.
- Select Request Betterment for Advisors Integration; this will open an email which you will send to Betterment for Advisors and Wealthbox to authorize the integration.
- Once you receive confirmation that the integration is enabled via email, you will be able to see client account information on the Contact Record page in Wealthbox by clicking the Betterment tab. This can take a few business days.
