Troubleshooting External Accounts

If you are experiencing issues with your linked accounts, use the guide below to resolve common problems. My Account Name, Account Type, or Account Owner is Wrong If the details of your connected account (such as account name, type, or owner) are incorrect: Go to Settings > External Accounts. Select the account in question. Click Edit and update the relevant fields. My Balance is Showing Incorrectly If your connected account balance is not updating or appears incorrect, this is likely a ...

Managing External Accounts at Betterment

External Accounts Betterment allows you to link external accounts - like bank accounts - that are linked once at the user level. All linked accounts live together in Settings > External accounts. What an external account is used for depends on its type: accounts with an account and routing number (transactable accounts) show up as options for funding transactions, while other linked accounts (like a brokerage account) are used purely for net worth and goal tracking. Customers can name their ...

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Linking External Accounts With Betterment

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Information is educational only and not investment or tax advice. External links are educational, and do not imply Betterment’s endorsement. All screenshots are for illustrative purposes only.

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