Link an account
Learn the ins and outs of linking an account: set-up instructions, troubleshooting, and information on data security.
Link an account from a financial institution
1. Choose Portfolio from the top navigation or from the left-hand navigation under Tools. Then select Create Portfolio from the top toolbar or the Create Portfolio button.
2. Select Link Account, then enter your financial institution's name or website address.
3. The account-linking process can vary across financial institutions; you may be asked to follow a link to a secure site to authorize the aggregation process, or you may be asked to enter the username and password you use to sign in to your account with your financial institution.
4. Once your account credentials have been synced, you can link additional accounts to your portfolio, or select Done.
5. Use the checkboxes to select all of the linked accounts you want to include in your portfolio, and then click Save.
Troubleshooting your linked accounts
Sometimes institutions use different login URLs for their banking, brokerage, and 401(k) accounts. If multiple options appear when you're searching for your financial institution, double-check the web addresses listed and select the one you use when logging directly into their site.
If you continue to experience issues with connecting your account, you may need to try again later in the day, as financial institutions sometimes temporarily limit the number of connections allowed to their site.
Data protection for linked accounts
The link account feature is powered by our ByAllAccounts division, which runs portfolio import features for several companies and advisors. ByAllAccounts employs industry-leading technologies and policies to protect the confidentiality and privacy of each user’s financial and personal data, and encrypts all personal user information whenever it is transmitted or stored. Additionally, Morningstar performs security checks on its employees and has implemented internal controls regarding sensitive information, and the company vigilantly updates its systems to stay at the forefront of security, privacy, and continuity protection.
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