Confirm all relevant accounts are connected and synced through the current tax year.
2
Review cost basis calculations (FIFO) and flag wash sale adjustments where applicable.
3
Export transaction summaries and gain/loss reports for tax filing or advisor handoff.
Required evidence
Cost basis calculation (FIFO)
Capital gains and loss summaries
Transaction export for tax filing
Betterment-specific considerations
Monitor Betterment holdings, allocation changes, dividend events, cost basis, and portfolio performance in one Clarity dashboard so you can review Betterment with real trend lines, balances, and history instead of checking Betterment in isolation or rebuilding the same context each week.
Compare Betterment with cash accounts, retirement accounts, crypto holdings, and household net worth, which makes it easier to explain whether activity from Betterment changed liquidity, diversification, or total net worth across your broader financial picture.
Use Clarity as a Betterment portfolio tracker that turns raw Betterment updates into a repeatable workflow for weekly portfolio reviews and month-end allocation checkups, rather than a one-off snapshot that is forgotten after a quick check.
Keep Betterment visible next to the rest of your household finances so large changes from Betterment are easier to understand during weekly reviews, month-end reconciliation, and forward planning without reconstructing the timeline from memory.
Tie Betterment activity to allocation reviews, dividend monitoring, and tax planning, which helps convert monitoring into clear follow-up actions whenever Betterment starts moving in a way that deserves attention, explanation, escalation, or review.
