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How to set up the Addepar integration

Updated June 18, 2024 • 1 min read
Betterment Editors

Overview

Addepar is a reporting tool that consolidates and unifies all your data so you can easily analyze any portfolio, provide clients with a more complete and meaningful financial picture, and offer better advice.

The information sent to Addepar includes:

  • Account information
  • Positions
  • Transactions
  • Tax lots

Enabling the integration

You can set up this integration for your firm by taking the following steps:


  1. Log in to your advisor dashboard and navigate to Settings > Integrations.
  2. Select Addepar from the list and click Connect to Addepar.
  3. You will see confirmation that the integration has been enabled. Client account information and balances will be available in Addepar within one business day.
Betterment Editors

Betterment’s editorial team draws on decades of combined experience to bring you clear, practical points of view on personal finance, investing, and long-term wealth. Together, we demystify money decisions, help you size up options, and share the knowledge needed to build wealth with confidence and ease.