Betterment

www.betterment.com


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:
  Email
  Password
 
 



If you have additional or newer information regarding Betterment downloadable files, please email us at support@form8949.com .