Integrations · Mar 24, 2026

Betterment publishes setup guide for the FinDash integration

Betterment Advisor Solutions published a resource showing advisory firms how to enable the FinDash integration and send account information, positions, transactions, and tax lots into FinDash.

By Betterment Editors

Overview

Betterment Advisor Solutions published a setup guide for the FinDash integration, explaining how advisory firms can enable the connection from the advisor dashboard under Settings and Integrations.

The guide describes FinDash as an AI-powered operating system for advisory teams, with client collaboration across CRM, net worth, cash flow, investments, insurance, goals, estate planning, documents, and tasks.

Integration data

Betterment lists the information sent to FinDash as account information, positions, transactions, and tax lots. Once the integration is enabled, the guide notes that data is sent to FinDash within one business day.

Highlights

Enable FinDash from Betterment advisor dashboard settings.
Send account information, positions, transactions, and tax lots to FinDash.
Use Betterment data inside a broader advisor workspace and planning dashboard.
Betterment lists hello@findash.ai for FinDash-side support questions.

Read the source article

See FinDash for advisors

FinDash financial planning and family office software

Collaborative software for households and advisors. Track net worth, cash flow, goals, estate plans, and client work in one place.

Financial advisors can learn more about the advisor platform at findash.ai/foradvisors.