Morningstar

Morningstar ByAllAccounts API

REST account-aggregation API from Morningstar's ByAllAccounts business, aggregating held-away investment account data for wealth platforms, also reachable through the us-api.morningstar.com aggapi gateway.

Documentation GitHub OpenAPI

Operations 2

POST /accounts/aggregate Request aggregation of accounts for an authenticated investor user #

DELETE /accounts/{id} Delete an account #

Documentation

📖

Documentation

https://developer.morningstar.com/content/apis/account-aggregation/byallaccounts/overview/BAA_RESTAPI_Overview_March_24_2022_PM.md

Specifications

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OpenAPI

https://artifacts.apis.io/morningstar/openapi/morningstar-accounts-api-openapi.yml

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OpenAPI

https://artifacts.apis.io/morningstar/openapi/morningstar-activities-api-openapi.yml

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OpenAPI

https://artifacts.apis.io/morningstar/openapi/morningstar-credentials-api-openapi.yml

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OpenAPI

https://artifacts.apis.io/morningstar/openapi/morningstar-persons-api-openapi.yml

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OpenAPI

https://artifacts.apis.io/morningstar/openapi/morningstar-positions-api-openapi.yml

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OpenAPI Specification

openapi: 3.2.0
info:
  title: ByAllAccounts Accounts API
  version: v1.0
servers:
- url: https://www.byallaccounts.net/api/v1
  description: SSO using DataConnect API
- url: https://www.us-api.morningstar.com/aggapi/v1
  description: SSO using Morningstar Authentication
tags:
- name: Accounts
paths:
  /accounts/aggregate:
    post:
      tags:
      - Accounts
      summary: Request aggregation of accounts for an authenticated investor user
      description: 'Initiate demand aggregation of accounts for the authenticated investor from a financial institution. Use the `class` parameter to restrict which accounts to aggregate by specifying one or more class values: investment, noninvestment, or other.


        Aggregation gathers holdings and transactions for the accounts from associated Financial Institutions. It does not discover new accounts that are available to the user from those financial institutions. The request will not attempt to aggregate any account that is disabled due to a login error as repeated retries with incorrect credentials could cause an account to be locked out.


        Aggregation runs asynchronously. This endpoint validates inputs and locates target accounts for aggregation. If either of these operations fails, an error code is returned. If both operations succeed, the aggregation is submitted.


        Aggregation progress can be observed and monitored using the following endpoints:

        `GET /activities/summary`

        `GET /credentials/accounts`'
      operationId: aggregateAccountsUsingPOST
      parameters:
      - name: class
        in: query
        description: 'Class of an account. If no class is specified, then all types are returned. </br></br>List of one or more of the following classes of investor accounts: </br><span>&#8226;</span> **investment** which includes BAA account types prefixed with INVESTMENT_ and INSURANCE_  </br><span>&#8226;</span> **nonInvestment** which includes BAA account types CREDITCARD and all those prefixed with BANKING_, HEALTHACCOUNT_, and LOAN_</br><span>&#8226;</span> **other** which includes BAA account types:OTHER, UNKNOWN, and NULL'
        allowEmptyValue: false
        schema:
          type: string
          enum:
          - investment
          - noninvestment
          - other
      responses:
        '201':
          description: Created
        '400':
          description: Bad request
        '401':
          description: Not Authorized
        '403':
          description: Forbidden
        '404':
          description: Not Found
        '500':
          description: Internal Server Error
      deprecated: false
  /accounts/{id}:
    delete:
      tags:
      - Accounts
      summary: Delete an account
      description: Delete the account identified by the `id` parameter.
      operationId: deleteUsingDELETE
      parameters:
      - name: id
        in: path
        description: Unique identifier of an account
        required: true
        schema:
          type: integer
          format: int64
      responses:
        '204':
          description: No Content
        '401':
          description: Not Authorized
        '403':
          description: Forbidden
        '404':
          description: Not Found
        '500':
          description: Internal Server Error
      deprecated: false