# The Morningstar ByAllAccounts Developer Hub Documentation

> Documentation for The Morningstar ByAllAccounts Developer Hub

Append .md to any documentation page URL to get its markdown version.

## Guides
- [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)
- [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 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
- [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 Advisor Solutions - Branch Access - SFTP](https://developers.byallaccounts.morningstar.com/docs/goldman-sachs-advisor-solutions-branch-access-sftp.md): FI ID: 116813
- [Goldman Sachs Advisor Solutions - Firm Access - SFTP](https://developers.byallaccounts.morningstar.com/docs/goldman-sachs-advisor-solutions-firm-access-sftp.md): FI ID: 113307
- [Goldman Sachs Advisor Solutions - Rep Access - SFTP](https://developers.byallaccounts.morningstar.com/docs/goldman-sachs-advisor-solutions-rep-access-sftp.md): FI ID: 116714
- [Goldman Sachs Private Wealth Management - FTP Access](https://developers.byallaccounts.morningstar.com/docs/goldman-sachs-private-wealth-management-ftp-access.md): FI ID: 98473
- [HSBC Private Bank - SFTP](https://developers.byallaccounts.morningstar.com/docs/hsbc-private-bank-sftp.md): FI ID: 111976
- [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
- [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
- [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
- [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
- [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
- [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 - Financial Advisors - First Clearing SFTP](https://developers.byallaccounts.morningstar.com/docs/tradepmr-financial-advisors-first-clearing-sftp.md): FI ID: 111314
- [TradePMR - Branch Level - First Clearing SFTP](https://developers.byallaccounts.morningstar.com/docs/tradepmr-branch-level-first-clearing-sftp.md): FI ID: 129090
- [Truist - Online Courier](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 - 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 - 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
- [Wilmington Trust - SFTP](https://developers.byallaccounts.morningstar.com/docs/wilmington-trust-sftp.md): FI ID: 112280
- [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 ByAllAccounts aggregation platform as a data provider.
- [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)
- [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)
- [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 implementation. Once a schedule has been set for a financial institution's migration, we will notify you and add the scheduling details to the "Upcoming Scheduled Open Banking Migrations" page above.
- [Open Banking User Guides and General Information](https://developers.byallaccounts.morningstar.com/docs/open_banking_user_guides_and_general_information.md)
- [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
- [Investor Account Aggregation Collection](https://developers.byallaccounts.morningstar.com/reference/investor-aggregation-collection.md)
- [REST API for Investor Aggregation](https://developers.byallaccounts.morningstar.com/reference/rest-landing-need.md)
- [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 which the  Person is to be added must have the "Investor self-signup " feature enabled.  </br> <span>&#8226;</span> The user is created as SSO,  non-SSO, or UIM JWT as determined by how the firm is configured for creating new "Clients ". </br></br>**Request Headers**</br>Registering a  new Person does not require prior authentication, so JSESSIONID or CSRF-TOKEN are not required. </br></br>A UIM Admin JWT can optionally be  submitted to this endpoint using the Authorization header with the header value "Bearer <token-value>".  The UIM Admin JWT holds a Service  Administrator level authentication context  and the UIM Guid for the user to be created must be provided in the post body. The endpoint will  validate the JWT, extract the UIM Guid, and store the UIM Guid on the Person. The UIM Guid must be unique across the ByAllAccounts system (across all Persons). If not, then the Person is not created and HTTP   409 Conflict is returned with the person URI.</br></br>The POST body  parameters listed in Model below are to be submitted in in JSON format as shown in the Example Value. </br></br>**Response Body**</br>Location  header:  URI to new resource. For example: </br> { "uri": "https://www.byallaccounts.net/api/v1/persons/12345s":     }</br>Where 12345 is the BAA Person Id for the new Person.
- [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.
- [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.
- [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)