# Betterment

Last updated 5 months ago

## Greenboard – Betterment for Advisors Connection Instructions (Morningstar ByAllAccounts Feed)

### Advisor Setup Instructions

Betterment for Advisors offers a nightly custodial feed via SFTP file push for advisors. The feed sends a set of comma-separated files containing account, position, transaction, and tax lot data for all accounts under the firm.

### Step 1: Request SFTP Feed Setup
- Please request a custodial feed to ByAllAccounts for your firm by contacting [support@bettermentforadvisors.com](mailto:support@bettermentforadvisors.com).

### Step 2: Await Notification and Advisor ID
- Once complete, Betterment will notify you and Morningstar ByAllAccounts and provide an Advisor ID (which is used to configure data at Morningstar ByAllAccounts).

### Step 3: Notify Aggregation Support
- Notify your normal aggregation support channel when these steps have been completed and authorize **Greenboard (Dave Feldman, support@greenboard.com)** to access the feed

### Step 4: Finalize Connection
- ByAllAccounts will confirm data has been successfully added to the feed, authorize user access, and email the feed password to the address provided.
- Please share the credentials with [support@greenboard.com](mailto:support@greenboard.com) and we will finalize the connection.