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BYALLACCOUNTS MARKETING TOOL KIT

Welcome to the Morningstar ByAllAccounts Marketing Tool Kit to access promotional content and marketing assets to support your launch and ongoing marketing of data aggregation.

Please use the assets as provided or we have provided the content for each asset so you can edit, customize, and insert into your branded templates.

Clipboard and pencil icon

Self-Paced Trainings

Self-paced training modules available for Investors, Advisors and Support Staff

To access the videos, demos and supporting training materials, Go to the Training Center

Morningstar.com screens on desktop and mobile devices

Video Tutorial

1-minute video designed to be inserted into the app UX or in an email communication to provide the user with an overview of how simple it is to link accounts, benefits of the solution, and security & privacy messages.


Email Content

  • Account Linking Onboarding Series (Audience: Consumer/Investor)
    Email Copy
  • Cash Flow Insights Onboarding (Audience: Consumer/Investor)
    Email Copy
Advisor dedicated emails

Marketing Content

  • Account Linking Overview (Audience: Consumer/Investor)

PDF | Content

  • Data Aggregation Overview (Audience: Advisor)

PDF | Content

  • Cash Flow Insights Overview (Audience: Consumer/Investor)

PDF | Content

  • Guide to Financial Data Aggregation (Audience: for Advisor)

PDF | Content

Frequently Asked Questions

Includes basic information about data aggregation, trouble shooting errors, and overcoming objections.

  • FAQs for Account Linking (Audience: Consumer/Investor)

PDF | Content File

  • FAQs for Data Aggregation (Audience: Advisor)

PDF | Content File

Trouble Shooting Guide

Includes basic information about data aggregation, trouble shooting errors, and overcoming objections.

  • Facilitate Efficient Issue Resolutions

PDF | Content File

Global websites

Presentation

  • Overview of Account Linking (Audience: Consumer/Investor)

PowerPoint