How to set up the Black Diamond integration


The Black Diamond Wealth Platform provides tools for portfolio management and reporting, data aggregation and accounting, billing, and more.

The information sent to Black Diamond 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. Email and request to enable the Black Diamond integration for your firm.
  2. Reach out to Black Diamond to complete a document called an Advent Direction Letter (or Advent Authorization Letter). Black Diamond requires this document on their end to enable the integration.
  3. Once the integration is complete on Betterment's side, our team will let both you and the Black Diamond team know. This can take a few business days.
  4. Black Diamond will be able to assist you in completing the integration setup.


For any additional questions, please reach out to