Looking to migrate from Morningstar Office? [Learn more.](/content/l/morningstar-office/index.html)

Capitect

Betterment Advisor Solutions is the leading, all-in-one custodial platform for independent RIAs. We combine an end-to-end custodian with an automated back office, robust portfolio management software, and high-touch support to power advisor businesses, helping them streamline operations and serve more clients, more efficiently, across cash, investing, and 401(k)s.

## Data into Capitect

- Accounts
- Daily balances
- Daily positions
- Daily cost basis & unrealized gain/loss (coming soon)
- Daily transactions

## Data from Capitect

- Management fee file

## Instructions

1. Log in to Betterment's advisor dashboard.
2. Go to Settings > Integrations.
3. Select Capitect from the list and click "Connect to Capitect."
4. Once the integration has been enabled, Capitect will reach out with next steps.