# The Morningstar ByAllAccounts Developer Hub Documentation

> Documentation for The Morningstar ByAllAccounts Developer Hub

## Documentation: Connect Suite
- [Overview](https://developers.byallaccounts.morningstar.com/docs/connect-suite.md)
  - [Account Linking Component](https://developers.byallaccounts.morningstar.com/docs/account-linking-component.md)
  - [Account Summary Component](https://developers.byallaccounts.morningstar.com/docs/account-summary-component.md)
- [For Investors](https://developers.byallaccounts.morningstar.com/docs/for-investors.md)
- [For Advisors](https://developers.byallaccounts.morningstar.com/docs/for-advisors.md)
- [Integration Paths](https://developers.byallaccounts.morningstar.com/docs/connect-integration-paths.md)
- [Development Guide](https://developers.byallaccounts.morningstar.com/docs/connect-development-guide.md): This guide will help you get started with using the ByAllAccounts Connect suite to integrate account aggregation capabilities into your platform.
  - [1. Get Set up for Access](https://developers.byallaccounts.morningstar.com/docs/1-access.md)
  - [2. Register Users](https://developers.byallaccounts.morningstar.com/docs/2-register-users.md)
  - [3. Authenticate Users](https://developers.byallaccounts.morningstar.com/docs/3-authenticate-users.md)
  - [4. Configure Headers for Framing and OAuth](https://developers.byallaccounts.morningstar.com/docs/4-configure-headers.md)
  - [5. Download and Install Components](https://developers.byallaccounts.morningstar.com/docs/5-install-components.md)
  - [6. Incorporate Components into Parent Page](https://developers.byallaccounts.morningstar.com/docs/6-incorporate-components-into-parent-page.md)
  - [7. Manage Critical Events](https://developers.byallaccounts.morningstar.com/docs/7-manage-critical-events.md)
  - [8. Link Accounts with Test Financial Institutions](https://developers.byallaccounts.morningstar.com/docs/8-test-accounts.md)
  - [9. Collect Aggregated Data](https://developers.byallaccounts.morningstar.com/docs/9-collect-aggregated-data.md)
  - [10. Customize the User Interface](https://developers.byallaccounts.morningstar.com/docs/10-customize-user-interface.md)

## Documentation: Advisor Feed Onboarding Hub
- [ByAllAccounts Advisor Feed Onboarding Hub](https://developers.byallaccounts.morningstar.com/docs/byallaccounts-advisor-feed-onboarding-hub.md)
  - [Adhesion Wealth - FTP](https://developers.byallaccounts.morningstar.com/docs/adhesion-wealth-ftp.md): FI ID: 97974
  - [Altruist - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/altruist-sftp-access.md): FI ID: 113730
  - [American Estate and Trust - FTP](https://developers.byallaccounts.morningstar.com/docs/american-estate-and-trust-ftp.md): FI ID: 113689
  - [Apex Clearing Corporation - SFTP](https://developers.byallaccounts.morningstar.com/docs/apex-clearing-corporation-sftp.md): FI ID: 110391
  - [Ascensus College Savings (QuickView Advisor) - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/ascensus-college-savings-quickview-advisor-sftp-access.md): FI ID: 109389
  - [Aspida - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/aspida-sftp-access.md): FI ID: 119024
  - [Aspire, powered by PCS Retirement Financial Advisor - SFTP](https://developers.byallaccounts.morningstar.com/docs/aspire-powered-by-pcs-retirement-financial-advisor-sftp.md): FI ID: 98442, formerly Aspire Financial Advisor - SFTP
  - [AssetMark - SFTP](https://developers.byallaccounts.morningstar.com/docs/assetmark-sftp.md): FI ID: 110975
  - [Atlantic Union Bank Wealth Management (SEI Data Download)](https://developers.byallaccounts.morningstar.com/docs/atlantic-union-bank-wealth-management.md): FI ID: 123083
  - [Axos Advisor Services - SFTP](https://developers.byallaccounts.morningstar.com/docs/axos-advisor-services-sftp.md): FI ID: 110854, formerly known as Trust Company of America
  - [AXOS Clearing SFTP - Broker Dealer Level Access](https://developers.byallaccounts.morningstar.com/docs/axos-clearing-sftp-broker-dealer-level-access.md): FI ID: 112619
  - [AXOS Clearing SFTP - Rep Level Access](https://developers.byallaccounts.morningstar.com/docs/axos-clearing-sftp-rep-level-access.md): FI ID: 112783
  - [Baird - SFTP](https://developers.byallaccounts.morningstar.com/docs/baird-sftp.md): FI ID: 111614
  - [Betterment Advisor Solutions - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/betterment-advisor-solutions-sftp-access.md): FI ID: 113528
  - [BitGo Platform for Wealth Management - SFTP](https://developers.byallaccounts.morningstar.com/docs/bitgo-platform-for-wealth-management-sftp.md): FI ID: 115724
  - [BNY Mellon Wealth Management - Client Access - SFTP](https://developers.byallaccounts.morningstar.com/docs/bny-mellon-wealth-management-client-access-sftp.md): FI ID: 127637
  - [BNY Mellon Wealth Management - Financial Professionals - SFTP](https://developers.byallaccounts.morningstar.com/docs/bny-mellon-wealth-management-financial-professionals-sftp.md): FI ID: 98581
  - [BNY Mellon Nexen IAS Accounting - Investor - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/bny-mellon-nexen-ias-accounting-sftp-access.md): FI ID: 130278
  - [BNY Mellon Nexen GSP Custody - Financial Professional - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/bny-mellon-nexen-gsp-custody-financial-professional-sftp-access.md): FI ID: 128662
  - [BNY Mellon Nexen IAS Accounting - Financial Professional - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/bny-mellon-nexen-ias-accounting-financial-professional-sftp-access.md): FI ID: 116879
  - [BOK Financial TreasurySource - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/bok-financial-treasurysource-sftp-access.md): FI ID: 115336, formerly Bank of Oklahoma TreasurySource - SFTP Access
  - [BOK Financial Trust Platform Investments - SFTP Access ](https://developers.byallaccounts.morningstar.com/docs/bok-financial-trust-platform-investments-sftp-access.md): FI ID: 128066, formerly Bank of Oklahoma Investments - SFTP Access
  - [Brown Brothers Harriman Capital Partners - SFTP](https://developers.byallaccounts.morningstar.com/docs/brown-brothers-harriman-capital-partners-sftp.md): FI ID: 111459, formerly known as Brown Brothers Harriman - SFTP - Commingled Feed
  - [Carrollton Bank Advisor - SFTP](https://developers.byallaccounts.morningstar.com/docs/carrollton-bank-advisor-sftp.md): FI ID: 109706
  - [Charles Schwab Institutional - SFTP](https://developers.byallaccounts.morningstar.com/docs/charles-schwab-institutional-sftp.md): FI ID: 98091
  - [CIBC Private Wealth (SEI Data Download)](https://developers.byallaccounts.morningstar.com/docs/cibc-private-wealth-sei-data-download.md): FI ID: 112568
  - [Citi Private Bank (Custody) - SFTP](https://developers.byallaccounts.morningstar.com/docs/citi-private-bank-sftp.md): FI ID: 112363, formerly Citi Private Bank - SFTP
  - [Citi Private Bank (Family Office) - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/citi-private-bank-family-office-sftp-access.md): FI ID: 113673
  - [Citizen Mint - SFTP](https://developers.byallaccounts.morningstar.com/docs/citizen-mint-sftp.md): FI ID: 120938
  - [Corebridge - SFTP](https://developers.byallaccounts.morningstar.com/docs/corebridge-sftp.md): FI ID: 113350
  - [DAZL - SFTP - Commingled Feed](https://developers.byallaccounts.morningstar.com/docs/dazl-sftp-commingled-feed.md): FI ID: 111285
  - [Deutsche Bank - SFTP](https://developers.byallaccounts.morningstar.com/docs/deutsche-bank-sftp.md): FI ID: 112030
  - [Directed IRA - SFTP](https://developers.byallaccounts.morningstar.com/docs/directed-ira-sftp.md): FI ID: 116187
  - [DST Vision - Dealer Level](https://developers.byallaccounts.morningstar.com/docs/dst-vision-dealer-level.md): FI ID: 98207
  - [DST Vision - Representative Level](https://developers.byallaccounts.morningstar.com/docs/dst-vision-representative-level.md): FI ID: 98206
  - [Fidelity IWS - FTP Access](https://developers.byallaccounts.morningstar.com/docs/fidelity-iws-ftp-access.md): FI ID: 98045
  - [Fidelity IWS (non-brokerage) Affiliate Accounts - FTP](https://developers.byallaccounts.morningstar.com/docs/fidelity-iws-non-brokerage-affiliate-accounts-ftp.md): FI ID: 110480
  - [Fiduciary Trust Company - SFTP](https://developers.byallaccounts.morningstar.com/docs/fiduciary-trust-company-sftp.md): FI ID: 111345
  - [Fiduciary Trust International - SFTP](https://developers.byallaccounts.morningstar.com/docs/fiduciary-trust-international-sftp.md): FI ID: 111791
  - [First Commonwealth Advisors - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/first-commonwealth-advisors-sftp-access.md): FI ID: 42039
  - [First Financial Bank - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/first-financial-bank-sftp-access.md): FI ID: 100994
  - [Glenmede - SFTP](https://developers.byallaccounts.morningstar.com/docs/glenmede-sftp.md): FI ID: 111521
  - [Goldman Sachs Custody Solutions - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/goldman-sachs-advisor-solutions-firm-access-sftp.md): FI ID: 113307, formerly Goldman Sachs Advisors Solutions - Firm Access - SFTP
  - [Goldman Sachs Private Wealth Management - FTP Access](https://developers.byallaccounts.morningstar.com/docs/goldman-sachs-private-wealth-management-ftp-access.md): FI ID: 98473
  - [Hilltop Holdings - SFTP](https://developers.byallaccounts.morningstar.com/docs/hilltop-holdings-sftp.md): FI ID: 128561 (Formerly Hilltop Securities - FTP)
  - [Houston Trust Company - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/houston-trust-company-sftp-access.md): FI ID: 127703
  - [HSBC Private Bank - SFTP](https://developers.byallaccounts.morningstar.com/docs/hsbc-private-bank-sftp.md): FI ID: 111976
  - [Huntington Bank Wealth Management - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/huntington-bank-wealth-management-sftp-access.md): FI ID: 128429
  - [Inspira Financial - SFTP](https://developers.byallaccounts.morningstar.com/docs/inspira-financial-sftp.md): FI ID: 95465, formerly known as Millennium Trust - SFTP
  - [Interactive Brokers – FTP Access](https://developers.byallaccounts.morningstar.com/docs/interactive-brokers-ftpaccess.md): FI ID: 111315
  - [Janney Montgomery Scott LLC. - Vestmark FTP](https://developers.byallaccounts.morningstar.com/docs/janney-montgomery-scott-llc-vestmark-ftp.md): FI ID: 98308
  - [JPMorgan Access - SFTP](https://developers.byallaccounts.morningstar.com/docs/jpmorgan-access-sftp.md): FI ID: 98138
  - [JPMorgan Private Bank - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/jpmorgan-private-bank-sftp-access.md): FI ID: 113713
  - [KeyBank - KeyLink - SFTP (Account-Level)](https://developers.byallaccounts.morningstar.com/docs/keybank-keylink-sftp-account-level.md): FI ID: 122919
  - [KeyBank - KeyLink - SFTP (Portfolio-Level)](https://developers.byallaccounts.morningstar.com/docs/keybank-keylink-sftp.md): FI ID: 111572
  - [Lincoln Financial Group RIA Annuities - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/lincoln-financial-group-ria-annuities-sftp.md): FI ID: 111573
  - [Mainstar Trust - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/mainstar-trust-sftp-access.md): FI ID: 96587, formerly known as First Trust Company of Onaga - Trust
  - [Matrix Trust Company - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/matrix-trust-company-sftp-access.md): FI ID: 118892
  - [Merrill Lynch - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/merrill-lynch-sftp-access.md): FI ID: 113001
  - [Midwest Institutional Trust Company - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/midwest-institutional-trust-company-sftp-access.md): FI ID: 122920
  - [Morgan Stanley - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/morgan-stanley-sftp-access.md): FI ID: 116847
  - [Morgan Stanley Designated Brokerage - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/morgan-stanley-designated-brokerage-sftp-access.md): FI ID: 130013
  - [my529 - SFTP](https://developers.byallaccounts.morningstar.com/docs/my529-sftp.md): FI ID: 110019
  - [National Advisors Trust - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/national-advisors-trust-ftp-access.md): FI ID: 111171
  - [National Financial Services (NFS) - FTP Access](https://developers.byallaccounts.morningstar.com/docs/national-financial-services-nfs-ftp-access.md): FI ID: 112181
  - [Nationwide Advisory Life - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/nationwide-advisory-life-sftp-access.md): FI ID: 113430, formerly known as Nationwide Advisory VUL - SFTP
  - [Nationwide Financial (formerly Jefferson National) - FTP Access](https://developers.byallaccounts.morningstar.com/docs/nationwide-financial-formerly-jefferson-national-ftp-access.md): FI ID: 98030
  - [Neptune-GBX - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/neptune-gbx-sftp-access.md): FI ID: 130046
  - [Nevada Trust Company - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/nevada-trust-company-sftp-access.md): FI ID: 121797
  - [Nixon Peabody Trust Company - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/nixon-peabody-trust-company-sftp-access.md): FI ID: 112575, formerly known as Nixon Peabody - SFTP Access
  - [Northern Trust - FTP Access](https://developers.byallaccounts.morningstar.com/docs/northern-trust-ftp-access.md): FI ID: 87262
  - [Onramp Invest - SFTP Access (Investment)](https://developers.byallaccounts.morningstar.com/docs/onramp-invest-sftp-access.md): FI ID: 112850
  - [Oppenheimer STAR - Vestmark FTP](https://developers.byallaccounts.morningstar.com/docs/oppenheimer-star-vestmark-ftp.md): FI ID: 110561
  - [Orange Bank and Trust - SFTP](https://developers.byallaccounts.morningstar.com/docs/orange-bank-and-trust-sftp.md): FI ID: 110250
  - [Pacific Life Annuity - SFTP](https://developers.byallaccounts.morningstar.com/docs/pacific-life-annuity-sftp.md): FI ID: 112443, formerly known as Pacific Life (Morningstar SFTP)
  - [Pacific Premier Trust (SEI Data Download)](https://developers.byallaccounts.morningstar.com/docs/pacific-premier-trust-sei-data-download.md): FI ID: 112344
  - [Pershing InfoDirect - Data Download](https://developers.byallaccounts.morningstar.com/docs/pershing-infodirect-data-download.md): FI ID: 121335
  - [Pershing SFTP - Northwestern Mutual](https://developers.byallaccounts.morningstar.com/docs/pershing-sftp-northwestern-mutual.md): FI ID: 113301
  - [Pictet Piclink - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/pictet-piclink-sftp.md): FI ID: 113782
  - [PlainsCapital Corporation Wealth Management - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/plainscapital-corporation-wealth-management-sftp-access.md): FI ID: 92870, formally known as PlainsCapital Corporation - Trust
  - [PNC Asset Management Group - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/pnc-asset-management-group-sftp.md): FI ID: 113625
  - [Pontera (Formerly FeeX) SFTP Access](https://developers.byallaccounts.morningstar.com/docs/pontera-formerly-feex-sftp-access.md): FI ID: 112812
  - [Principal Financial Group - Custody Solutions - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/principal-financial-group-custody-solutions-sftp-access.md): FI ID:112917
  - [Quad City Bank & Trust - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/quad-city-bank-and-trust-sftp-access.md): FI ID: 49595, formally known as Quad City Bank - TrustReporter
  - [Raymond James Financial Data Download - Client Access](https://developers.byallaccounts.morningstar.com/docs/raymond-james-financial-data-download-client-access.md): FI ID: 127670
  - [Raymond James Financial Data Download - Financial Professionals](https://developers.byallaccounts.morningstar.com/docs/raymond-james-financial-data-download-financial-professionals.md): FI ID: 98327
  - [RBC Clearing & Custody (C&C) - SFTP](https://developers.byallaccounts.morningstar.com/docs/rbc-clearing-custody-cc-sftp.md): FI ID: 96805, formerly known as RBC Correspondent Services (Broker-Dealer Firms) and RBC Advisor Services (RIA Firms)
  - [RBC US Wealth Management Investor - SFTP](https://developers.byallaccounts.morningstar.com/docs/rbc-us-wealth-management-investor-sftp.md): FI ID: 121798, formerly RBC Wealth Management (Private Client Groups)
  - [RBC US Wealth Management Money Managers - SFTP](https://developers.byallaccounts.morningstar.com/docs/rbc-us-wealth-management-money-managers-sftp.md): FI ID: 127736
  - [SEI Advisor Center - Data Download](https://developers.byallaccounts.morningstar.com/docs/sei-advisor-center-data-download.md): FI ID: 107702
  - [State Street - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/state-street-sftp-access.md): FI ID: 113765, formerly State Street (Morningstar SFTP)
  - [T. Rowe Price Retirement Plans - Firm Access - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/t-rowe-price-retirement-plans-firm-access-sftp-access.md): FI ID: 127934
  - [T. Rowe Price Retirement Plans - Rep Access - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/t-rowe-price-retirement-plans-rep-access-sftp-access.md): FI ID: 127935
  - [TIAA-CREF Advisor – Client Data Download](https://developers.byallaccounts.morningstar.com/docs/tiaa-cref-advisor-client-data-download.md): FI ID: 94386
  - [TradePMR - Branch Level - First Clearing SFTP](https://developers.byallaccounts.morningstar.com/docs/tradepmr-branch-level-first-clearing-sftp.md): FI ID: 129090
  - [TradePMR - Financial Advisors - First Clearing SFTP](https://developers.byallaccounts.morningstar.com/docs/tradepmr-financial-advisors-first-clearing-sftp.md): FI ID: 111314
  - [Truist - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/truist-online-courier.md): FI ID: 110557, Fromerly known as SunTrust Bank Online Courier
  - [UBS Financial Services - Vestmark FTP (Separate Sleeves)](https://developers.byallaccounts.morningstar.com/docs/ubs-financial-services-vestmark-ftp-separate-sleeves.md): FI ID: 109438
  - [UBS Financial Services ConsultWorks - PowerUser - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/ubs-financial-services-consultworks-power-user-sftp-access.md): FI ID: 109723
  - [U.S. Bank Legacy - SFTP](https://developers.byallaccounts.morningstar.com/docs/us-bank-legacy-sftp.md): FI ID: 111629
  - [U.S. Bank SEI Wealth Platform (SWP) - SFTP](https://developers.byallaccounts.morningstar.com/docs/us-bank-sei-wealth-platform-swp-sftp.md): FI ID: 113520
  - [Wedbush - FTP Access](https://developers.byallaccounts.morningstar.com/docs/webush-ftp-access.md): FI ID: 98115
  - [Wells Fargo Advisors - Financial Advisors - First Clearing SFTP](https://developers.byallaccounts.morningstar.com/docs/wells-fargo-advisors-financial-advisors-first-clearing-sftp.md): FI ID: 112600, formerly known as Wells Fargo Advisors - First Clearing SFTP
  - [Wells Fargo Advisors - Money Manager - First Clearing SFTP](https://developers.byallaccounts.morningstar.com/docs/wells-fargo-advisors-money-manager-first-clearing-sftp.md): FI ID: 115562, Formerly known as  Wells Fargo Advisors Money Manager - First Clearing SFTP
  - [Wells Fargo Advisors - Subsidiary Firm - First Clearing SFTP](https://developers.byallaccounts.morningstar.com/docs/wells-fargo-advisors-subsidiary-firm-first-clearing-sftp.md): FI ID: 116154
  - [Wells Fargo Advisors Trust - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/wells-fargo-advisors-trust-sftp-access.md): FI ID: 130047
  - [Wells Fargo Prime Services - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/wells-fargo-prime-services-sftp-access.md): FI ID: 98309, Formerly known as Wells Fargo Prime Services - FTP
  - [Wilmington Trust - SFTP](https://developers.byallaccounts.morningstar.com/docs/wilmington-trust-sftp.md): FI ID: 112280
  - [Zions Bank & Trust - SFTP Access](https://developers.byallaccounts.morningstar.com/docs/zions-bank-trust-sftp.md): FI ID: 97213

## Documentation: Data Integration Services
- [ByAllAccounts Data Integration Offerings](https://developers.byallaccounts.morningstar.com/docs/byallaccounts-dis-offerings.md)
- [Data Integration Project Guide](https://developers.byallaccounts.morningstar.com/docs/development-guide.md): This guide will go over the end-to-end phases for a ByAllAccounts Data Integration Service project to efficiently and cost-effectively expand your data distribution network by onboarding you to the…
- [Post Implementation Support](https://developers.byallaccounts.morningstar.com/docs/ongoing-support.md)
- [Feed Authorization Process](https://developers.byallaccounts.morningstar.com/docs/feed-authorization-process.md)

## Documentation: Resources
- [Account Aggregation 101](https://developers.byallaccounts.morningstar.com/docs/aggregation-101.md)
  - [Why Account Aggregation is Required for Wealth Management](https://developers.byallaccounts.morningstar.com/docs/why-is-account-aggregation-needed-in-the-wealthtech-industry.md)
  - [What to Look for in an Account Aggregation Partner for Wealth Management](https://developers.byallaccounts.morningstar.com/docs/what-to-look-for-in-an-account-aggregator.md)
  - [Why Choose ByAllAccounts as Your Data Aggregation Platform](https://developers.byallaccounts.morningstar.com/docs/what-makes-the-byallaccounts-aggregation-platform-unique.md)
- [Data Integration 101](https://developers.byallaccounts.morningstar.com/docs/data-integration-services-101.md)
  - [Why Data Integration is Required for Wealth Management](https://developers.byallaccounts.morningstar.com/docs/why-are-data-integration-services-dis-needed-in-the-wealthtech-industry.md)
  - [What to Look for in a Data Integration Partner for Wealth Management](https://developers.byallaccounts.morningstar.com/docs/why-outsource-dis-copy.md)
  - [Why Choose ByAllAccounts Data Integration Service](https://developers.byallaccounts.morningstar.com/docs/why-choose-byallaccounts-dis.md)
- [Investor FAQ](https://developers.byallaccounts.morningstar.com/docs/what-is-investor-account-aggregation.md)
- [Additional Documentation](https://developers.byallaccounts.morningstar.com/docs/getting-help-and-more-information-1.md)

## Documentation: OPEN BANKING HUB
- [Open Banking Sources](https://developers.byallaccounts.morningstar.com/docs/open_banking_sources.md): This guide provides a comprehensive overview of ByAllAccounts' Open Banking sources including past migrations and key details about various Open Banking data sources.
- [Upcoming Scheduled Open Banking Migrations](https://developers.byallaccounts.morningstar.com/docs/upcoming_scheduled_open_banking_migrations.md): This guide provides a comprehensive overview of scheduled and ongoing ByAllAccounts' Open Banking migrations along with key details.
- [Future Migration Roadmap](https://developers.byallaccounts.morningstar.com/docs/future_migration_roadmap.md): This guide provides a insight into ByAllAccounts' Open Banking migration roadmap. We will not have enablement and migration dates for the financial institutions on this page as these are still in…
- [Open Banking User Guides and General Information](https://developers.byallaccounts.morningstar.com/docs/open_banking_user_guides_and_general_information.md)

## Documentation: Migrating to CI SAAS Universal
- [Introduction to Migrating to AccountView CI SaaS](https://developers.byallaccounts.morningstar.com/docs/overview.md)
  - [Feature Comparisons](https://developers.byallaccounts.morningstar.com/docs/feature-comparison.md): Comparing features of Custodial Integrator Desktop and Custodial Integrator SaaS
  - [Training Videos](https://developers.byallaccounts.morningstar.com/docs/training-videos.md)
- [Migration Requirements](https://developers.byallaccounts.morningstar.com/docs/requirements.md)
- [Migration Steps and Best Practices](https://developers.byallaccounts.morningstar.com/docs/migration-and-best-practices.md)
  - [Considerations if Performing Repeat Migration](https://developers.byallaccounts.morningstar.com/docs/considerations-when-running-migration-in-parallel.md)
- [Resources for Migration and CI SaaS](https://developers.byallaccounts.morningstar.com/docs/resources.md)
- [Migration FAQs](https://developers.byallaccounts.morningstar.com/docs/faqs.md): Frequently Asked Questions

## API Reference: Postman Collections
- [Investor Account Aggregation Collection](https://developers.byallaccounts.morningstar.com/reference/investor-aggregation-collection.md)

## API Reference: ByAllAccounts REST API
- [REST API for Investor Aggregation](https://developers.byallaccounts.morningstar.com/reference/rest-landing-need.md)
- Persons
  - [Register a new user](https://developers.byallaccounts.morningstar.com/reference/postpersonsusingpost-1.md): Add an Investor Person to the system and associate it to a Firm and  optionally to an Advisor. Registering a new Person does not require prior authentication. </br> <span>&#8226;</span> The Firm to…
  - [Delete person](https://developers.byallaccounts.morningstar.com/reference/deletepersonusingdelete-1.md): Delete the data for a person. The person is identified based on the **session** or **UIM** authentication used to make the request.
- Positions
  - [Get a collection of all positions](https://developers.byallaccounts.morningstar.com/reference/getpositionsusingget-1.md): Get a collection of all positions. You can specify the number of the  page to return and the number of records per page.
- Transaction
  - [Get the collection of all transactions](https://developers.byallaccounts.morningstar.com/reference/gettransactionsusingget-1.md)

## Recipes
- [Instantiating Components](https://developers.byallaccounts.morningstar.com/recipes/instantiating-components-1.md)
- [Launch Account Linking Component](https://developers.byallaccounts.morningstar.com/recipes/launch-account-linking-component.md)
- [Launch Account Summary Component](https://developers.byallaccounts.morningstar.com/recipes/launch-account-summary-component.md)

## Pages
- [Contact Us](https://developers.byallaccounts.morningstar.com/page/contact-us.md)