Most people have more than one financial institution. That's no reason not to see all of your money in one place. Syncing accounts to get the big picture of your finances has become one important way of keeping better track of your money.
How We Help Investors Seamlessly Transfer Accounts
Transitioning investment accounts from one provider to another can be tedious and complicated. Humans can help make it seamless and easy.
Understand Your Finances By Connecting Your Accounts
Connecting your outside accounts lets you see your holistic financial picture in one place. It also lets us give you more accurate advice. As an added bonus, you may even spot high fees you didn’t know about, or extra cash that could be doing more.
Your Investments: Why Neatness Counts
It’s not a perfect science, but when it comes to investing, neatness counts. Or perhaps more accurately, neatness adds up to real dollars that compound over time.
Use App-Specific Passwords to Sync Accounts More Securely
It’s easy to set up app-specific passwords so that you can help safely share your Betterment data with your other financial providers.
How To Add Or Change A Funding Account
You’ll need to link your bank accounts—either manually or electronically—in order to make deposits and request withdrawals.