Integrations · BanksConnect Betterment to Well
Connect Betterment through Plaid and Well reads your accounts, balances, transactions, and investment holdings, ready to categorise, reconcile against your invoices, and query in conversation.
What Well pulls from Betterment
Betterment feeds your accounts, balances, transactions, and investment holdings into Well through Plaid as a US brokerage connection. It is read-only; disconnect at any time from your workspace settings to revoke Betterment’s access.
| From Betterment | In Well | Relation | |
|---|---|---|---|
| Account | Workspace account | Syncs as | |
| Transaction | Bank transaction | Imports as | |
| Balance | Cash position | Updates |
- Sync mode
- incremental polling
- Refresh
- scheduled
- Direction
- Betterment → Well
Betterment bank details
- ACH routing numbers
- 101014869101015347
- Institution type
- Brokerage
- Region
- United States
What Well reads through Plaid
- accounts
- balances
- transactions
- investment holdings
What Well does with your Betterment connection
Connect
Connect Betterment over Plaid: you authenticate with Betterment through Plaid's secure connection, so your bank login never reaches Well; Well holds only a read-only connection it cannot use to move money.
Sync
Well brings account, transaction, and balance in from Betterment on a recurring poll that fetches only what changed since the last read. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each Betterment entity into workspace account, bank transaction, and cash position, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from Betterment lands in the workspace as workspace account, bank transaction, and cash position you can search, chart, and automate.
Questions Betterment unlocks
Ask in plain language. Well answers from your connected Betterment connection, resolved against the rest of your stack.
Ask anything about your Betterment connection
Ask about your Betterment connection…
Connect Betterment in three steps
- 01
Connect Betterment through Plaid
From Well's Connections panel, search for Betterment and click Connect. Well opens Plaid's secure flow, where you authenticate on Betterment's side. Your Betterment login never reaches Well, and Well receives a read-only connection. No credentials are stored in Well.
- AuthPlaid
- Accessread-only
- RegionUnited States
- 02
Map your entities
Well imports your Betterment accounts, balances, transactions, and investment holdings and brings each one into your workspace using the canonical mappings defined in Well's data-views layer. The first sync backfills the history Betterment makes available.
- Mappingpreconfigured by Well
- 03
Use the data
Use the data: ask questions in conversation, build records tables, categorise transactions, and reconcile them against your invoices. Betterment is read-only in Well, so nothing here can move money or change your account.
- First syncstarts as soon as connect completes
The Plaid handshake typically completes in about a minute. Well then pulls new transactions on a recurring poll; the first backfill runs in the background.
How Betterment stays secure with Well
Well connects to Betterment through Plaid, the bank-aggregation layer. You authenticate on Betterment's side; Well receives a read-only connection and never sees your bank login. Well can read your accounts, balances, transactions, and investment holdings, but cannot move money, initiate a payment, or change anything at Betterment. Disconnect any time from Well or your Plaid dashboard.
- granted
Read Betterment records
The accounts, balances, transactions, and investment holdings Betterment shares through Plaid, scoped by your authorisation.
- granted
Resolve account, transaction, and balance across your stack
Match identifiers in Betterment against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete Betterment records
Not granted; Betterment is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Store Betterment passwords or session cookies
Authentication runs through Plaid tokens we never see.
Frequently asked questions about Betterment and Well
How do I connect Betterment to Well, and how long does it take?
From Well, open Connections, find Betterment, and click Connect. Well links Betterment through Plaid: you authenticate on Betterment's side in Plaid's secure flow, and Well receives a read-only connection. Your Betterment login never reaches Well. The handshake takes about a minute, and Well starts importing accounts, balances, transactions, and investment holdings right after.
What does Well pull into the workspace from Betterment?
Well brings in account, transaction, and balance from Betterment and reshapes each entity into your workspace: account becomes workspace account; transaction becomes bank transaction. Every record arrives with the source identifier preserved, so Betterment stays the source of truth while Well lets you query the data alongside the rest of your stack.
What does Betterment unlock once it is connected to Well?
Once Betterment is connected, every record it exposes is queryable from conversation, filterable in records tables, and available to your agents through your workspace. The data stays linked to its Betterment source, so you can always trace a workspace record back to the original.
What happens when Betterment updates an account that Well already pulled in?
Well watches for updates to accounts and applies them on the next sync, preserving the original workspace identifier so anything downstream (records tables, conversation history, agent runs) keeps pointing at the right workspace account. Edits flow in incrementally; nothing is duplicated, and the Betterment source identifier is retained on every revision.
How often does Betterment sync with Well, and what triggers a refresh?
Well polls Betterment regularly for account, transaction, and balance. The first connect pulls the historical window your account allows; subsequent reads only fetch what changed since the last sync, so the load on Betterment's side stays modest.
Can I disconnect Betterment and what happens to the data Well already pulled?
Open Connections > Betterment in Well and click Disconnect. Well drops the Plaid connection immediately and stops reading from Betterment; you can also revoke Well from your Plaid dashboard. The account, transaction, and balance Well already imported stay in your workspace by default; ask Support to purge them if your compliance flow requires it.
What is Betterment's routing number?
Betterment's ACH routing numbers are 101014869 and 101015347. You never enter it by hand in Well, the connection runs through Plaid where you authenticate on Betterment's side, and the routing number is shown here as a reference.
Does Well read investment accounts from Betterment?
Yes. Betterment exposes investment holdings through Plaid, so alongside your accounts, balances, and transactions Well reads your holdings as a read-only feed, ready to categorise and query in conversation.
Which region does Betterment cover in Well?
Betterment is a US brokerage, connected through Plaid. Well reads its accounts, balances, transactions, and investment holdings as a read-only feed and never moves money or changes anything at Betterment.
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Ready to connect Betterment?
Connect once. Every account, transaction, balance from Betterment becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.