Open Financial Exchange (OFX) Server
Betterment hosts an OFX server from which your 1099-B realized gain and loss information may be retrieved by our program.
To retrieve information from their server,
you will need the following information:
1099-B CSV Download
Betterment provides a downloadable CSV file containing your Form 1099-B information.
If you have information, please email us
If you have additional or newer information regarding Betterment downloadable files, please email us at firstname.lastname@example.org .