Troubleshooting Funding and Connected Accounts

If you're experiencing issues with your linked accounts, use the guide below to resolve common problems. My Account Name, Account Type, or Account Owner is Wrong If the details of your connected account (such as account name, type, or owner) are incorrect: Go to Settings > Connected Accounts. Select the account in question. Click Edit and update the relevant fields. My Balance is Showing Incorrectly If your connected account balance is not updating or appears incorrect, this is likely a ...

Managing Funding and Connected Accounts at Betterment

Funding vs. Connected Accounts Betterment allows you to link funding accounts and connected accounts, but these serve different purposes: Funding accounts: External bank accounts used to deposit, withdraw, and transfer money to and from Betterment. Connected accounts: External financial accounts (such as checking, savings, investment, and retirement accounts) linked to Betterment for a holistic view of your finances. Connected accounts do not move money but help Betterment factor your full ...

Linking External Accounts With Betterment

1. Funding and Connected Accounts

If you're experiencing issues with your linked accounts, use the guide below to resolve common problems. My Account Name, Account Type, or Account Owner is Wrong If the details of your connected account (such as account name, type, or owner) are incorrect: Go to Settings > Connected Accounts. Select the account in question. Click Edit and update the relevant fields. My Balance is Showing Incorrectly If your connected account balance is not updating or appears incorrect, this is likely a ...
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Funding vs. Connected Accounts Betterment allows you to link funding accounts and connected accounts, but these serve different purposes: Funding accounts: External bank accounts used to deposit, withdraw, and transfer money to and from Betterment. Connected accounts: External financial accounts (such as checking, savings, investment, and retirement accounts) linked to Betterment for a holistic view of your finances. Connected accounts do not move money but help Betterment factor your full ...
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