Morningstar Connect Suite
What is the Morningstar Connect Suite?
The Morningstar Connect Suite is comprised of a pair UI components. Additionally, a pair of APIs serve as the glue to integrate the UI components and overall aggregation capability into your platform.
Together, the components and APIs can be used to create and authenticate users and collect aggregated data. To implement them, you will embed and interact with them within your web application an manage critical component events.
The components are each independently implemented in the parent page in your application. They can be fully customized to seamlessly integrate into your parent page, with customizations to terminology, styles, and features.
| Product Type | ByAllAccounts Product | Product Description | Technology |
|---|---|---|---|
| UI Component | Morningstar Connect - Account Linking Component | This UI component facilitates the account linking process for investor users for connecting new credentials and accounts and resolving connectivity issues. | W3C custom HTML element |
| UI Component | Morningstar Connect - Account Summary Component | This UI component provides a summary view of an investor's linked financial accounts and facilitates ongoing account management. | W3C custom HTML element |
| API | BAA (ByAllAccounts) REST API For full guide, see REST API Guide | This API provides endpoints to register new investor users and serves as the primary method of aggregated data extraction. | RESTful API |
| API | DataConnect XML API for a Postman collection. For a full guide see DataConnect V4 Ultra Guide | This API supports Single Sign On (SSO) authentication and (optionally) batch data extraction. | XML API |
Related Information
Technical details about Morningstar Connect Suite
The components are W3C custom HTML elements. They are built with Angular and can be used in frameworks such as React and Vue, or in vanilla JS applications.
All communication between the components and the ByAllAccounts service is performed using HTTPS. Additional techniques are employed to ensure secure treatment of the data.
Browsers supported are:
- Chrome (including incognito mode),
- Firefox
- Microsoft Edge
- Safari
Updated about 1 year ago
Continue on to learn about the individual components. First up, Account Linking.