If you cannot get the portfolio to connect or can’t find the institution or account you are looking for, we would be happy to help get this resolved. Please contact us via email.
In your message please include the following:
- The exact URL you use to log into your account outside of Betterment
- The type of account you are attempting to connect (is it an annuity, retirement, brokerage, IRA or a different type of account?)
- Any screenshots of the error message within your Betterment account or the institution directly. For your security, please do not include personally identifiable information, such as name, email address, or account numbers in these screenshots.
- Please do not delete your connected account. While the account is connected, our team can investigate further as to what may be wrong.