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Morningstar Advisor Workstation

If you use Morningstar Advisor Workstation, you can create an .xml file for a contact from Redtail, suitable for import into Advisor Workstation.

To do so, simply go to the contact record within Redtail and click on the Integration menu at the bottom of the screen:

 

morningstar_send_to_from_redtail.png

 

Then, click Send To underneath the Morningstar Advisor Workstation header.  This will download a .xml file, which you can then import into your Morningstar Advisor Workstation account.

Find out how Morningstar can help your firm: Call +1 800 886-9324 or Email: advisorsoftware@morningstar.com

If you are an existing Morningstar user and need support, Morningstar can be reached at 866.215.2503 or officequestions@morningstar.com.

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Comments

  • Avatar
    Jason Badger

    This doesn't work at all. Morningstar errors out, saying the file format is invalid.

  • Avatar
    Jason Badger

    Also by the way, your OpenID login doesn't work on this site. It says my openid is not valid. It works fine on other sites, including this test site:

    http://www.openid-ldap.org/test.php

  • Avatar
    Paul

    Hi Jason,

    I'm sorry you are running into issues with importing that file into your Workstation.  Please give our support team a call at 800-206-5030 opt. 3 and one of our team members will be happy to assist you with troubleshooting the issue.

    I'll report your issue to our developers with logging in via OpenID to have them take a look.

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