Betterment Advisor Solutions - SFTP Access

FI ID: 113528

Feed access personas: Advisors

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Feed Access Pre-requisites
This feed supports Advisor-level access only.

This feed requires your external Betterment Advisor ID.

Onboarding Instructions

Step 1: Log in to your Betterment 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.
Please see Betterment's integration instructions here.

Step 2: Obtain your external Advisor ID from Betterment.

This can be found in your Betterment dashboard under Settings.

Step 3: Submit the Feed Setup Form in AccountView.

Product screenshot

Step 4: ByAllAccounts will complete the final configurations and share the feed password.

Feed password delivery details

ByAllAccounts Password Email Subject	ByAllAccounts/Betterment Advisor Solutions - SFTP Access [ByAllAccounts SalesForce Case Number]
ByAllAccounts Password Email Sender	[email protected]
ByAllAccounts SalesForce Case Number	This is the reference number you will have received to track your request after completing step 3.

Step 5: Enter feed credentials in AccountView and aggregate accounts.

Feed credential details

Username: Advisor ID
Password: Shared by ByAllAccounts via email in step 4
If you have more than one Advisor ID, you need to create multiple credentials. These will share the same password unless noted otherwise.

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For detailed instructions on how to link accounts once you have your feed credentials, please refer to the following training video: Linking Accounts and Credentials with Direct Feeds

Updated 11 days ago

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