Betterment Instructions
Contact Betterment
- Use the below template to request a new feed from Betterment
Message: Please accept this email as my authorization to begin sending data associated with our firm to Orion Advisor Technology. Notify Orion at sme-data@orion.com when the setup is complete along with our firm name and file naming conventions.
Thank you,
[insert contact information]
Submit the following for Orion's set up process
- Upload Three Sample Accounts: Secure Box Folder
Interface Notes
- Requests not completed within 60 days are subject to cancellation. Custodial delays and other special circumstances may allow for more time as necessary.
- Please Note: Data cannot apply to your database until Orion receives a notice from Betterment that includes your firm's unique file naming conventions.
- This feed contains name files, so accounts can be created automatically through the feed.
- Rep Mapping is available.
- Approximate time to complete: 14-21 business days once Orion receives all applicable information