Your steps to get connected
Send the integration request email to your recordkeeper contact
Send the following integration request email to your Betterment point of contact.
Email Template - Copy the template below. The vendor details are already filled in — just replace everything in [brackets] with the pertinent information.
To: [Betterment Point of Contact]
Subject: [Plan Number] [Plan Name] — 360 integration with Payroll Integrations, Inc.
Dear [Betterment Point of Contact],
[Company Name] would like to set up 360 integration with Payroll Integrations, Inc. Please work with the payroll team to begin the onboarding process. Payroll Integrations, Inc.
Support is available to assist with onboarding if needed. The information you need is below:
Payroll vendor: Payroll Integrations, Inc.
Contact: Carly Doede (619-826-3506)
Email: implementation@payrollintegrations.com
Thank you,
[Your Name]
