How do I correct an employee's personal information?
Who makes the change depends on what needs fixing and where the information comes from.
- If your plan uses a payroll integration
- Employee details sync from your payroll provider. Update the information in your payroll system first. If you only change it in Betterment, the next sync may overwrite your fix. If it still doesn't update after the next sync, contact plansupport@betterment.com
- Information employees update themselves - Employees can log in to their Betterment account to update their:
- Mailing address
- Phone number
- Beneficiaries
- Information our team updates - Contact support to correct:
- Social Security number
- Date of birth
- Legal name, for example after a marriage
Have this ready:
- The employee's full name as it currently appears
- What needs to change, and the correct information
- Whether they've already claimed their Betterment account
