Data Connectivity

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).

Structured Account Data (~70% of what we gather)

Unstructured Account Data (~30% of what we gather)

  • PDF/statements/reports accessed via a website or file folder
  • Web pages

Supported Accounts

  • 529
  • Alternatives (e.g., REIT)
  • Annuities
  • Banking (Personal and Business)
  • Brokerage
  • Credit unions
  • Donor advised
  • Employee stock option purchase
  • Endowment
  • Loan accounts (including mortgage)
  • Offshore funds
  • Mutual funds
  • Retirement - Individual (401(k), 403(b), IRA, defined benefits, pension)
  • Retirement - Plan (Adminstrator)
  • Trusts