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 .