How to set up the Greenboard integration

Greenboard is the next-generation AI-native system of action for SEC and FINRA compliance. It unifies electronic communications archiving, code of ethics compliance, compliance calendar, marketing reviews, and vendor diligence into one intuitive AI-powered platform to automate more than was previously possible.

Advisors can connect their client data to Greenboard through Betterment’s data feed to ByAllAccounts. This feed is enabled at the firm level.

The information sent through the ByAllAccounts feed includes:

• Account information
• Positions
• Transactions
• Tax lots

Firm admins can set up this integration for your entire firm by taking the following steps:

1. Log in to the Betterment 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 for your entire firm will be sent to ByAllAccounts within one business day.
4. ByAllAccounts will confirm data has been successfully added to the feed, authorize user access, and email the feed password to the address provided.
5. Email support@bettermentadvisorsolutions.com and ask for your Firm ID and Advisor ID for ByAllAccounts.
6. Share the ByAllAccounts credentials (Firm ID and Advisor ID) with support@greenboard.com and Greenboard will finalize the connection.

For more information on how to use this integration in Greenboard, see this help article.