Betterment Advisor Solutions Logo
Log in
Let's talk

Fidelity RIAs under $100M: We'll help you transition with a dedicated team and no fees through 2028 (terms apply).  Let's talk

How to set up the Docupace integration

Updated June 18, 2024 • 1 min read
Betterment Editors

Overview

The Docupace platform offers tools for client onboarding, compensation management, document management, surveillance, and compliance.

The information sent to Docupace 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 support@bettermentforadvisors.com and request to enable the Docupace integration for your firm.
  2. Our team will let Docupace know and coordinate on the tools you are using within their platform.
  3. Once the integration is enabled, our team will let you know. This can take a few business days.
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.