How to Connect a Funding Account to Betterment
Please follow the steps below to connect a funding account to Betterment. If you don’t have a Betterment account yet, click here to sign up and get up to $5000 in assets managed free.
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- Open the website on your desktop computer or laptop, then click on Log In.
- Now, log in with your email and password.
- Once you're logged in, you will see several options on the left side menu, click on Settings.
- Under settings, you will see several tabs. Click on Funding Accounts.
- On the tab, you will see an option for Connect A Funding Account. Click on Connect A Funding Account.
- We'll be connecting the account instantly. To proceed, click on the button that says Connect Instantly.
- Now, it will inform you that Betterment uses plaid to connect your account. Click on Get Started.
- Once you've selected the bank you're going to connect, enter your bank account credentials. Then, click on Sign In.
- Next, select the account to share. Then, click on Authorize.
- That's how you connect a funding account to Betterment.
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