Integration Name:
Morningstar EDM
Integration Type:
Account Feed - Portfolio Management
Setting up the integration:
Most commonly, the setup is requested from the BD; the BD will then reach out to us to enable the feed. RIAs can configure the setup, after getting the needed information from Morningstar EDM.
Integration functionality:
Account data is pushed from Morningstar EDM.
Morningstar EDM resources:
If you are looking for other Data Feeds, click here!
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