What integrating with Betterment does for you
Integrating with Betterment connects client accounts at Betterment too RightCapital. RightCapital pulls in position-level account data from each account and connects them with the client's net worth. The positions and values will be updated Tuesday through Saturday evening with the previous night's closing value.
How to set up your Betterment integration
1
Log in to your Betterment advisor dashboard and navigate to Settings > Integrations.
2
Select RightCapital from the list and click "connect to RightCapital".
3
You will see confirmation that the integration has been enabled, and data will be sent to RightCapital within one business day.
4
You will receive an email from RightCapital Support when your integration is setup and ready for use.
The integration requires at least one funded account in Betterment.
How to use the Betterment integration
Once the integration is set up, link client accounts:
1
Log in to RightCapital
2
Click Open Client next to the client you’d like to integrate
3
Navigate to Profile > Net Worth (or the 4th step of the initial data entry
workflow, if this is a new client)
4
Click +Link Account and select "Betterment" from the dropdown menu.
This button only appears if an integration has already been established.
5
Search for the client's name from the integrating database
6
Select accounts (using the check boxes in the “Link” column) to assign to the current client.
7
Click Save to create the connection for the accounts selected. Integrated accounts will then appear under the Investment bar on the left side of the Net Worth screen.
