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.
Understand Your Finances by Syncing Your Accounts
Syncing your outside accounts lets you see your total net worth in one place. It also lets us give you better advice and spot high fees you didn’t know about.
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 Sync Your Accounts
Syncing a financial account creates a secure, read-only connection with your firm through our data partner, Quovo. Most accounts are eligible for electronic syncing through Quovo, although not all are available at this time. As an alternative, you can always manually track any account.
Improving Retirement Planning with Synced External Accounts
Betterment's retirement planning advice aims to give you personalized answers based on your whole financial picture. For that, syncing external accounts is critical.