Independent Broker Dealers

Independent broker dealers and dually registered advisory firms turn to the Morningstar® ByAllAccountsSM service to deliver a higher level of client service through a single, unified view of all their clients’ assets, including non-managed accounts. This “big picture” view gives them the opportunity to be a client’s financial quarterback and compete with independent financial advisors.

Broker dealers also use ByAllAccounts to monitor the personal trading activity of their reps.

How it Works

Our knowledge-based process uses artificial intelligence to gather and transform financial account data to meet sophisticated data requirements. ByAllAccounts gathers and transforms position, security, and transaction level data on a nightly basis from thousands of institutions, and delivers it to the systems used for reporting and performance returns.

Supported accounts include:

  • 401(k) and 403(b)
  • 529
  • Annuities
  • Brokerage
  • Donor advised
  • Offshore funds
  • Mutual funds
  • Retail
  • REIT
  • Trusts

We integrate with leading CRM, reporting and personal trading surveillance providers including:

Click here to see a fuller list of target systems we can deliver data to.


  • Spend more time with clients and less time on data related tasks
  • Grow your business by reporting on held-away assets and paint the “big picture” for your clients
  • Build stronger relationships with clients with added transparency and timeliness
  • Reduce costs associated with manual entry of data and spend more time with clients
  • Provide a secure, consolidated client record, easing compliance and mitigating risk 


See what our intelligent data aggregation means to you by watching a pre-recorded 2-minute video.