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How to set up the integration with ByAllAccounts

Updated June 18, 2024 • 1 min read
Betterment Editors

Overview

Betterment Advisor Solutions integrates with ByAllAccounts® and Morningstar OfficeSM platforms from Morningstar WealthSM.

ByAllAccounts is a financial data and account aggregation platform for wealth management that allows advisors to connect data to a wide variety of platforms.

The information sent to ByAllAccounts includes but is not limited to:

  • 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 Morningstar from the list and click Connect to Morningstar ByAllAccounts.
  3. You will see confirmation that the integration has been enabled. Data will be sent to ByAllAccounts within one business day.
  4. After the integration is set up, you will be able to connect data via ByAllAccounts’ AccountView application.
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.