ByAllAccounts Data Aggregation

Plug into comprehensive data from more than 15,000 sources—including cash, investments, credit, loans, and mortgages. Advisors can invite their clients to aggregate their held-away financial accounts, as well as 1,200-plus institutional site connections for advisor book-of-business aggregation.

We prioritize security and privacy—all sensitive data that is transmitted and stored is encrypted.

Our data aggregation tools combine rules-based methods, machine learning, and the Morningstar Security Master to normalize and enrich data. You’ll get accurate, well-structured data for reporting and actionable investment insights.

Structured data fits your end-system requirements. The streamlined, flexible delivery process for customized fields and business rules doesn’t need expensive custom development.

Access the largest network of secure, high-quality connections to wealth-management data sources. We leverage multiple methods, including open banking.

We continuously collaborate with custodians to set up data feeds. With over two decades of experience, we deeply understand the data enrichment and delivery required for complex wealth use cases, including performance reporting.

Deep integrations across the wealth-management industry give you access to a network that includes 70-plus redistributors, 50-plus platform integrations, and 16,000-plus advisors.

The ByAllAccounts Tax Lot aggregation feature is a capability that offers accurate, detailed open and closed tax lots alongside complete client account data—essential for tax optimization and trading activities.

By appending internal Morningstar IDs, data easily integrates with other Morningstar products and services for easy implementation and more advanced solutions.

Get insight into investor data to track, monitor, and maintain suitability. More visibility into investor data means more opportunities to bring assets under management.