Betterment

Betterment via Plaid (Open Banking)

Betterment investment and cash account data is accessible to third-party developers via the Plaid open banking aggregator. Through Plaid, developers can retrieve account balances, holdings, transaction history, and account metadata for user-authorized Betterment accounts. Users authenticate directly with Betterment through Plaid Link; Betterment does not expose credentials to third parties.

GitHub

Documentation

📖
Documentation
https://plaid.com/docs/investments/
📖
Documentation
https://plaid.com/docs/api/accounts/

Other Resources

🔗
APIsJSON
https://raw.githubusercontent.com/api-evangelist/betterment/refs/heads/main/apis.yml

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API entry from apis.yml

apis.yml Raw ↑ 
name: Betterment via Plaid (Open Banking)
description: 'Betterment investment and cash account data is accessible to third-party developers via
  the Plaid open banking aggregator. Through Plaid, developers can retrieve account balances, holdings,
  transaction history, and account metadata for user-authorized Betterment accounts. Users authenticate
  directly with Betterment through Plaid Link; Betterment does not expose credentials to third parties.

  '
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
humanURL: https://plaid.com/docs/investments/
baseURL: https://production.plaid.com
tags:
- Open Banking
- Account Data
- Investments
- Transaction
- Plaid
tags_raw:
- Open Banking
- Account Data
- Investments
- Transactions
- Plaid
properties:
- type: Documentation
  url: https://plaid.com/docs/investments/
- type: Documentation
  url: https://plaid.com/docs/api/accounts/