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How to Link Your Bank Account to Betterment

How to Link Your Bank Account to Betterment

​Please follow the steps below to link your bank 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, scroll down to the bottom and you will see a section for Connected Accounts.
  • Under connected accounts, you will see a button that says Connect New. Click on Connect New.
  • Now, select how you wish to connect your bank either Instantly or Manually. 
  • If you selected to connect instantly, Betterment will use Plaid to connect the account. To proceed, click on Get Started.
  • First, select the institution you wish to connect.
  • Then, enter your bank account credentials.
  • To verify your identity, an authorization code will be sent to your phone number. Select how you wish to receive it either via text message or phone call.
  • Once you receive the code, enter it then click on Submit.
  • Lastly, read the terms and conditions. Then, click on Share My Data.
  • That's how you link your bank account to Betterment.

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