Timeline
Migration to CI SaaS Universal will be completed in phases, and is mandatory.
Phase 1
- Feb 18th - initial email announcement sent to all customers using CI Universal.
- If you have not already done so, please complete this brief survey, to provide the information needed for scheduling your migration.
- If you have not already done so, please complete this brief survey, to provide the information needed for scheduling your migration.
- March 1st - Early access migrations will begin.
- If you run CI no more than once per day, and only export data in the scope of a single ByAllAccounts Advisor, please contact ByAllAccounts Support to participate in early access. The Support team can be reached by phone at +1 866-856-4951 or email: byallaccounts-support@morningstar.com.
Phase 2
- Second quarter of 2025 - Migration of all customers performing exports in the scope of a single ByAllAccounts Advisor.
- Additional communication with be sent to customers in the second quarter with details to schedule the migration.
- Additional communication with be sent to customers in the second quarter with details to schedule the migration.
Phase 3
- Second half of 2025 - Multi-Advisor (firm-level export) will be supported, and migration of all remaining BAA customers will be required at this time.
Updated about 16 hours ago