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:
- Log in to your Betterment advisor dashboard and navigate to Settings > Integrations.
- Select Wealthbox from the list and click Connect to Wealthbox.
- You will see confirmation that the integration has been enabled on Betterment's end and data will be sent to Wealthbox within one business day.
- Log in to Wealthbox.
- Go to Applications, select Betterment Advisor Solutions, and click Settings.
- On the next page, choose Enable and then click Save.
- 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.
