About Betterment
Betterment for Advisors gives independent advisors a digital custody and portfolio management platform.
Betterment + Slant
In your Betterment advisor dashboard, open Settings → Integrations and connect Slant, then confirm in Slant with your Betterment login email. You don't enter advisor IDs or choose books.
When the first files arrive, Slant checks them, matches account owners to one of your books and places the accounts there.
Linked accounts show a portfolio balance, asset composition, positions, recent transactions and a 90-day balance chart on the client's Custodian tab, and their market value counts toward the client's AUM. A guided setup dialog in Settings saves your progress and emails you when the connection is live.
Common use cases
Portfolio on every client record
See balances, holdings, transactions and balance history from Betterment on the client's Custodian tab, with the total in the record's header.
AUM that keeps itself current
Each linked account's market value counts toward the client's AUM.
Accounts on the right households
Slant matches account owners to your book when the first files arrive. Link any remaining accounts from the custodian accounts list.
Each advisor's book gets their accounts
Assign codes to books, and change the assignment later from Books & codes.
