Morningstar® ByAllAccountsSM

The only data aggregator exclusively focused on the needs of investors, advisors, and the enterprises who support them.

Transforming financial data into insight through account aggregation.

Get the data, flexibility, and confidence you need with ByAllAccounts—the data aggregator built specifically for investment use cases. We aggregate raw data from over 16,000 sources. Because we are agnostic to formats, we choose the best quality and most complete data from a diverse wealth of sources to provide visibility into clients’ holdings, spending habits, and cash flows.

Built to serve the investment industry

Enterprise Firms

Turn investor data into your most valuable asset

Fintechs & Startups

Inspire your next great product innovation

Resellers & Redistributors

Power your experience with industry-leading tools

Exceptional data for exceptional outcomes

Make superior decisions with aggregated data standardized into a single, consistent model. Based on industry standards and utilizing Morningstar’s proprietary identifiers, we transform disparate data into its most usable form.

Use-case-driven, highly enriched data: how you need it, where you need it.

ByAllAccounts uses artificial intelligence and other advanced, proprietary systems to quickly deliver client account data to portfolio management, reconciliation, compliance, trust accounting and performance systems, saving you time and operational costs.

More complete, more consistent data

Our patented process makes sense of insufficient data sources and bridges gaps with Morningstar data, delivering enriched firm-level feeds to a network of over 3,000 advisory firms, 50 redistribution partners, and 40 platform integrators.

How Morningstar ByAllAccounts Can Help You

Decades-long experience providing quality data.

Higher-quality Data

Our proprietary data enrichment engine is investment use-case-driven, and combines machine learning with knowledge-based processes.

Increased Data Accuracy

Our cutting-edge hybrid model combines rules-based methods and machine learning for superior outcomes.

Industry-Leading Security Master

Analyze what’s in the portfolio, diagnose its strengths and weaknesses, and see how it would behave under certain macro-economic scenarios.

Precise Data for Reporting

Access transaction-level detail of clients’ cash flows to accurately calculate their performance returns.

Security Highly Prioritized

All sensitive data is transmitted and stored encrypted, even when communication is between components of the service itself.

Quality Client Data: Selecting
the Right Provider

Download our white paper and learn:
- How to determine which data provider is best for your use case
- The three most important questions to help you quickly understand data quality
- How account aggregation results in better investment outcomes

Get investment-focused data now

See how our high-quality, aggregated, and curated data will power great advice.