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Products & Services
AddedApr 29, 2026
UpdatedMay 31, 2026
ByAllAccounts

Morningstar› offers ByAllAccounts

Service
Currently Offered

ByAllAccounts is Morningstar's financial-account aggregation network supplying wealth platforms with custodial, brokerage, and held-away portfolio data.

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Overview

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.

ByAllAccounts - Classification

Technology
  • Financial Services
Geographic Exposure
  • North America
Revenue
  • Subscription
Customer
  • Enterprises
  • Institutional
Main Product
  • Data Aggregation
  • Financial Data
Tags
  • Financial

ByAllAccounts - Direct Competitors

  • MX Technologies

    MX Technologies logo

    MX Account Aggregation

    mx.com

  • Plaid

    Plaid logo

    Plaid Network

    plaid.com

AttributeByAllAccountsMX Account AggregationPlaid Network
ProviderMorningstarmorningstar.com$91M raised · PublicMX Technologiesmx.com$450M raisedPlaidplaid.com$734.3M raised
Founded198420102013
Sells ToIndividuals, Institutional—Enterprises
Pricing ModelSubscription—Subscription
OwnershipPublic, Public-Private Partnership—Private
ByAllAccounts

Provider Morningstarmorningstar.com$91M raised · Public

Founded 1984

Sells To Individuals, Institutional

Pricing Model Subscription

Ownership Public, Public-Private Partnership

MX Account Aggregation

Provider MX Technologiesmx.com$450M raised

Founded 2010

Sells To —

Pricing Model —

Ownership —

Plaid Network

Provider Plaidplaid.com$734.3M raised

Founded 2013

Sells To Enterprises

Pricing Model Subscription

Ownership Private

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