Betterment

Last updated: February 6, 2026

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 [email protected].

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, [email protected]) 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 [email protected] and we will finalize the connection