ByAllAccounts has two primary APIs:
| API | Description |
|---|---|
| REST API | A RESTful API, often used in conjunction with Morningstar Connect, to build digital experiences powered by aggregated data at the scope of an individual investor |
| DataConnect API | A web service that provides access to the core aggregation capabilities to build a custom integration including configuring the data aggregation engine for data retrieval |
If you're looking for guidance on how to use the ByAllAccounts APIs to integrate the Morningstar Connect Suite into your platform, please go to Investor Aggregation Development Guide.
These APIs Morningstar Connect Suite:
- REST API - to register new investor users and as the primary method of data extraction
- DataConnect - for single sign on (SSO) authentication and (optionally) for batch data extraction.
All of the DataConnect operations and REST API endpoints you need are documented in the:
The REST API endpoints are also documented here: