How to set up the eMoney integration
Updated April 23, 2024 • 1 min read
Overview
The advisor data feed with eMoney allows you to sync all client account information, holdings, transactions, and tax lot information from Betterment to the financial planning software.
Leverage the combined power of Betterment Advisor Solutions and eMoney to deliver investment strategies that are more informed and aligned with your clients' overall financial goals.
Enabling the integration
You can set up this integration for your firm by taking the following steps:
- Log in to your Betterment advisor dashboard and navigate to Settings > Integrations.
- Select eMoney from the list and click Connect to eMoney.
- You will see confirmation that the integration has been enabled. Data will be sent to eMoney within one business day.
To complete the integration with eMoney, follow the instructions below:
- Log in to the eMoney portal
- Navigate to your Connections
- Select Add Advisor Connection
- Select Betterment and follow the prompts to enter your Betterment Advisor ID
The connection should be operational by the following day. All data will update on a daily basis.
Additional resources
- On-demand webinar: Client-centric planning with eMoney
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