About BetterWealth
BetterWealth is an investment platform where users can trade equities, funds, and other financial instruments.
How Findex connects to BetterWealth
Once connected, your BetterWealth holdings appear alongside the rest of your portfolio in Findex. Positions, cost basis, and transactions sync automatically, so every account lives in one view without manual entry.
Getting started
Open the Integrations section in your Findex dashboard, select BetterWealth, and authenticate with your account credentials. The initial sync completes within a few minutes.
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Your complete net worth, finally in one place.
Join investors using Findex to consolidate, track, and grow their portfolios. One view of everything you own.
No payment information required.
