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How to set up the Blueleaf integration

Updated February 12, 2026 • 1 min read
Betterment Editors

Overview

Blueleaf is a complete wealth management platform delivering high-engagement client experiences plus reporting, billing, and rebalancing for firms seeking growth and exceptional delivery for clients.

The information sent to Blueleaf 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. Log in to your advisor dashboard and navigate to Settings > Integrations.
  2. Select Blueleaf from the list and click Connect to Blueleaf.
  3. You will see confirmation that the integration has been enabled. Data will be sent to Blueleaf within one business day.
  4. Send an email to vipsupport@blueleaf.com to let the Blueleaf support team know that you want to set up an integration with Betterment.
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.