The Morningstar Office integration allows Wealthbox users to access account details, balances, and positions from Morningstar Office — all from the Contact Record page in Wealthbox. The user can also view and save the most recent five Morningstar Office reports for the client from Wealthbox.
How to enable the Morningstar Office integration
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Click on the Settings menu in the top right corner and select Applications.
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From the Applications & Add-Ons menu find Morningstar in the list and click on the “Settings” button for Morningstar.
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Click the “Connect Morningstar” button and enter your Morningstar Office credentials.
How does the Morningstar Office integration work?
Data from Morningstar Office is refreshed daily. Clients from Morningstar Office will be automatically mapped to Wealthbox contacts using the contact's name. If no matches are found, the user can manually link the contacts between Morningstar Office and Wealthbox using the “Manage Linked Clients” button.
View Morningstar Office accounts and balances on the Morningstar tab - all from the Contact Record page in Wealthbox. Click on an account to see account details and position information.
View Morningstar Office reports within Wealthbox by clicking on the "View Reports" button. Click on the report to view it or click on the download icon to save the report.
Troubleshooting & FAQs
Q: What Morningstar Office data can I access in Wealthbox?
A: You can view client account details, balances, positions, and access the five most recent Morningstar Office reports—directly from the client’s Contact Record in Wealthbox.
Q: How are contacts matched between Morningstar Office and Wealthbox?
A: Clients are automatically mapped based on their names. If no match is found, you can manually link them using the “Manage Linked Clients” button in the Morningstar tab of the contact record.