How to set up the integration with ByAllAccounts


Betterment for Advisors 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. Email and request to enable the ByAllAccounts integration for your firm.
  2. Once the integration is complete on Betterment's side, our team will let you know. This can take a few business days.
  3. After the integration is set up, you will be able to connect data via ByAllAccounts’ AccountView application.


For any additional questions, please reach out to