Connecting accounts
Connect external accounts to see your money in one financial dashboard
Getting started
-
To instantly connect an external account: Web browser: Log in to your Betterment account. Select “Settings” from the lefthand menu. Click on the “External accounts” tab then “Link new account”. Choose the institution where your account is located and instantly connect by providing your login credentials. Mobile app: Log into the Betterment app. Tap the three lines in the upper left-hand corner to open the menu. Select “Settings”, then “External Accounts”. Tap the “+” to connect a new external ...
Read More -
You can remove connected accounts from Betterment, or you can hide a specific account to prevent it from showing up on your Betterment overview or being included in your total net worth. To delete an External account: Web browser: Log in to your Betterment account. Select “Settings” from the left-hand menu. Click on the “External accounts” tab. Click “Delete” next to the account(s) you wish to remove. Mobile app: Log into the Betterment app. Tap the three lines in the upper left-hand corner to ...
Read More -
Connecting your non-Betterment accounts gives you a more complete financial picture in one location and can allow Betterment to give more informed advice. Instantly connecting a financial account creates a secure, read-only connection with your firm through our data partner, Plaid. Most accounts are eligible for instant, electronic connection through Plaid, although not all are available at this time. As an alternative, you can always manually connect any account. When you connect an account to ...
Read More -
No. Betterment does not store your credentials. Our trusted partner for account aggregation protects the credentials using bank-level encryption both when transmitted and when stored.
Read More