Morningstar Financial Planning APIs

openapi: 3.0.1
info:
  version: 1.0.0
  title: Authorization Tokens Accounts BenchmarkFees API
  description: 'Use the `oauth` endpoint to generate the secure, time-limited JSON Web Tokens (JWTs) used to authorize access to APIs and components.</br></br>

    To request a token, click Authorize and enter the following credentials:


    * Username - Your Client ID.

    * Password - Your Client Secret.'
servers:
- url: https://www.us-api.morningstar.com/token
  description: PROD US
- url: https://www.emea-api.morningstar.com/token
  description: PROD EMEA
- url: https://www.apac-api.morningstar.com/token
  description: PROD APAC
security:
- BasicAuth: []
tags:
- name: BenchmarkFees
paths:
  /v1/retirementplan/BenchmarkFees:
    get:
      tags:
      - BenchmarkFees
      summary: Get retirement plan benchmark fees
      description: Get a list of standard retirement plan benchmark fees. The response will return a list of all benchmark fee models the user is entitled for. No parameters are required to be passed for this API.
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/BenchmarkFeeModel'
            text/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/BenchmarkFeeModel'
            application/xml:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/BenchmarkFeeModel'
            text/xml:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/BenchmarkFeeModel'
        '401':
          description: Unauthorized
        '500':
          description: Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorDetails'
            text/json:
              schema:
                $ref: '#/components/schemas/ErrorDetails'
            application/xml:
              schema:
                $ref: '#/components/schemas/ErrorDetails'
            text/xml:
              schema:
                $ref: '#/components/schemas/ErrorDetails'
components:
  schemas:
    ErrorDetails:
      type: object
      properties:
        statusCode:
          type: integer
          format: int32
        message:
          type: string
          nullable: true
      additionalProperties: false
    BenchmarkFeeModel:
      type: object
      properties:
        benchmarkName:
          type: string
          description: Name of the benchmark, including applicable plan size dollar amount range
          nullable: true
        benchmarkFeeRatio:
          type: number
          description: Typical plan-level fee for a retirement plan of this size
          format: double
        benchmarkFeeandExpenseAvg:
          type: number
          description: Average investment expenses for a retirement plan of this size
          format: double
      additionalProperties: false
      description: Benchmark Fee Model
  securitySchemes:
    BasicAuth:
      type: http
      scheme: basic