ByAllAccounts is Morningstar's financial-account aggregation network supplying wealth platforms with custodial, brokerage, and held-away portfolio data.
ByAllAccounts is a financial-account aggregation network that pulls custodial, brokerage, retirement, and held-away holdings into a single normalized data feed for wealth platforms, advisory firms, and fintechs. Subscribing firms connect to over 1,200 custodial sources and 70 redistributors and platforms, then route the unified data into reporting, portfolio analytics, financial planning, billing, compliance, and trade-monitoring workflows.
The service supports advisor-led aggregation for multi-advisor affiliation models, holistic client views across spending and cash flow, and compliance monitoring of client trades and conflicts. Originally an independent company acquired by Morningstar in 2014, ByAllAccounts is now sold under the Morningstar Wealth brand alongside Direct Advisory Suite and Morningstar Office.
| Attribute | ByAllAccounts | MX Account Aggregation | Plaid Network | Powder ToGo | |
|---|---|---|---|---|---|
| Provider |  |  |  |  | |
| Founded | 1984 | 2010 | 2013 | 2023 | |
| Sells To | Individuals, Institutional | — | Enterprises | Enterprise | |
| Pricing Model | Subscription | — | Subscription | Recurring, SaaS | |
| Ownership | Government-owned, Public | Venture-backed | Private | Venture-backed |
Provider
Founded 1984
Sells To Individuals, Institutional
Pricing Model Subscription
Ownership Government-owned, Public
Provider
Founded 2010
Sells To —
Pricing Model —
Ownership Venture-backed
Provider
Founded 2013
Sells To Enterprises
Pricing Model Subscription
Ownership Private
Provider
Founded 2023
Sells To Enterprise
Pricing Model Recurring, SaaS
Ownership Venture-backed
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