PLEASE READ: MORNINGSTAR OFFICE INTEGRATION SUNSETTING
As of Saturday, February 28th, 2026, Morningstar Office has discontinued its platform. On Friday, February 27th, all integrated accounts were updated to reflect the prior end-of-business-day values. Any Morningstar connections that were not disconnected by end of day Friday, February 27th, will be converted to manual accounts by mid-March.
You can continue to manually add accounts or utilize one of our integration partners to link client data. For a full list of integration offerings, please refer to this article.
You can continue to manually add accounts or utilize one of our integration partners to link client data. For a full list of integration offerings, please refer to this article.
