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Betterment Advisor Solutions

Custodian | https://www.betterment.com/advisors

Betterment Advisor Solutions is the leading, all-in-one custodial platform for independent RIAs. We combine an end-to-end custodian with an automated back office, robust portfolio management software, and high-touch support to power advisor businesses, helping them streamline operations and serve more clients, more efficiently, across cash, investing, and 401(k)s.

Data into Capitect

  • Accounts
  • Daily balances
  • Daily positions
  • Daily cost basis & unrealized gain/loss (coming soon)
  • Daily transactions

Data from Capitect

  • Management fee file

Instructions

  1. Log in to Betterment's advisor dashboard.
  2. Go to Settings > Integrations.
  3. Select Capitect from the list and click "Connect to Capitect.""
  4. Once the integration has been enabled, Capitect will reach out with next steps.