ByAllAccounts Integration Overview

Abby Morton
Abby Morton

What is the ByAllAccounts integration?

 Elements’ integration with Morningstar ByAllAccounts enables advisor users of Elements to connect and import client accounts from various custodians, financial institutions, and portfolio management software (i.e. “account aggregation”).  This replaces the need for clients to connect managed accounts themselves using Plaid.

 

What is AccountView? 

AccountView is the name of ByAllAccount’s own web app.  We refer to AccountView and ByAllAccounts interchangeably throughout this document. 

 

When should I use Elements versus ByAllAccounts’ AccountView? 

While Elements has integrated key capabilities into its software, there will be times where you’ll have to go to AccountView directly.  Below are the main differences in when you’ll use each product: 

 

Use Elements to…

  • Setup the integration
  • Assign/unassign aggregated accounts to client households
  • Open ByAllAccounts directly

Use AccountView to…

  • Connect institutions
  • Resolve connection issues
  • Add/remove “Assistants”

 

 

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