The Morningstar® ByAllAccountsSM service provides connectivity to thousands of financial institutions (e.g., Fidelity) and data sources (e.g., Fidelity Net Benefits). We add one or more new direct feed sources each month and one or more other sources each day. Want to know if we already gather data from a specific data source? Contact us and a member of our team will get back to you to discuss.
We gather structured data and unstructured financial account data from these sources, which is transformed into a single data “stream” for delivery to financial applications for professionals (see a list of supported target systems).