Betterment gives you retirement planning advice based on both information you provide and extensive research that’s incorporated into our retirement planning methodology. After syncing your accounts, your advice may be different for several reasons:
- The manual account balances you inputted may not be exactly the same as your current account balances. They may have changed since you last updated the numbers manually.
- You may not have deleted any duplicate manual accounts after syncing your external accounts. You’ll want to delete any duplicate accounts that were previously linked manually. Simply select the menu to the right of each manual account in your external accounts tab and click “Remove account.” Access your external accounts tab here.
- Your newly synced account may not be included in your retirement plan. From RetireGuide, click the “Manage Accounts” button and ensure all of your retirement accounts are checked.