Robo Adviser Offers Single-Point Account Access

By Jill Cornfield

Investors on the Betterment platform can now securely sync outside financial accounts—including 401(k)s, individual retirement accounts (IRAs), taxable accounts, mortgages and loans held at other institutions—with their Betterment account. This will allow users to see their total net worth in one place, and it will help Betterment give better, more holistic personalized advice.

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This article originally published March 9th, 2016 on Plansponsor.