Aggregation Apps
AccountView
Development Guides
- Morningstar ByAllAccounts Integration Guide for Advisors
- Customization Guide for AccountView
- Templates for customizing AccountView email are here
User Guides
- Advisor Guide, a PDF guide for advisors who are using AccountView
- Advisor Online Help, the online help system for advisors using AccountView
- FAQs for AccountView and Custodial Integrator (CI)
- For videos about using AccountView, see Training
Additional Product Info
- Direct Feed Setup Instructions, also available in a PDF
- Notifications, a guide to various system notifications
- Position Lots Overview
- Position Lots Supported Financial Institutions
Investor Aggregation - Morningstar Connect
- Morningstar Connect Suite Integration Guide - Investor Aggregation
- Morningstar Connect Suite - Account Summary with Account Linking (For use with DataConnect API for SSO)
- Morningstar Connect Suite - Account Summary with Account Linking using Morningstar Authentication (For use with Morningstar Authentication for SSO)
- Introduction to Morningstar Connect Account Linking (For use with DataConnect API for SSO)
- Introduction to Morningstar Connect Account Linking, with Morningstar Authentication Instructions (For use with Morningstar Authentication for SSO)