Hello, I have a question regarding direct import with Betterment. I saw the Q&A regarding it, and it's easy enough to establish the connection. My question is, what does it actually do? Is there any benefit beyond establishing the initial balance? I have a couple Betterment accounts and have never seen it actually import anything besides the initial starting balance.
The same is true for some other accounts as well, but mainly, since Betterment was specifically addressed, just thought I'd ask if I was missing something.
Hey rlogue06 , the Betterment connection will import things like Dividends, but it won't update your balance and earnings for you. So you may find that it's best to manually update those balances regularly.
Updating those balances like this is quick and easy, though!Reply