Morningstar EDM

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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