# Morningstar Financial Planning APIs

**Canonical:** https://apis.io/apis/morningstar/morningstar-financial-planning-apis/  
**Provider:** Morningstar — https://apis.io/providers/morningstar/  
**Base URL:** https://www.us-api.morningstar.com  
**Documentation:** https://developer.morningstar.com/apis/financial-planning/overview

Morningstar Financial Planning APIs is one of 18 APIs that [Morningstar](https://apis.io/providers/morningstar/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. Tagged areas include Financial Planning, Households, Portfolio, and Retirement. The published artifact set on APIs.io includes API documentation and an OpenAPI specification.

US financial-planning building blocks from the Dynamic Services APIs family - households, household members, portfolios, retirement plan lookup and benchmark fees, statement OCR, and report retrieval/file management.

## Operations (1)

| Method | Path | Summary |
|---|---|---|
| GET | `/v1/retirementplan/BenchmarkFees` | Get retirement plan benchmark fees |

## Machine-readable artifacts (14)

- **Documentation** — https://developer.morningstar.com/content/apis/financial-planning/overview/financial-planning-overview.md
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-benchmarkfees-api-openapi.yml
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-buckets-api-openapi.yml
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-custodians-api-openapi.yml
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-holdings-api-openapi.yml
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-households-api-openapi.yml
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-office-client-api-openapi.yml
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-office-institution-client-api-openapi.yml
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-office-members-api-openapi.yml
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-plan-api-openapi.yml
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-plannames-api-openapi.yml
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-profiles-api-openapi.yml
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-report-files-api-openapi.yml
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-statement-details-api-openapi.yml

## Other Morningstar APIs (12)

- [Morningstar Market Data Web Services API](https://apis.io/apis/morningstar/morningstar-market-data-web-services-api/)
- [Morningstar Authentication API](https://apis.io/apis/morningstar/morningstar-authentication-api/)
- [Morningstar Time Series API](https://apis.io/apis/morningstar/morningstar-time-series-api/)
- [Morningstar Screener APIs](https://apis.io/apis/morningstar/morningstar-screener-api/)
- [Morningstar Investment Details APIs](https://apis.io/apis/morningstar/morningstar-investment-details-api/)
- [Morningstar Investment List API](https://apis.io/apis/morningstar/morningstar-investment-list-api/)
- [Morningstar Portfolio Analysis APIs](https://apis.io/apis/morningstar/morningstar-portfolio-analysis-api/)
- [Morningstar AI Insights API](https://apis.io/apis/morningstar/morningstar-ai-insights-api/)
- [Morningstar Scenario Analysis API](https://apis.io/apis/morningstar/morningstar-scenario-analysis-api/)
- [Morningstar Risk Profiler API](https://apis.io/apis/morningstar/morningstar-risk-profiler-api/)
- [Morningstar Universe API](https://apis.io/apis/morningstar/morningstar-universe-api/)
- [Morningstar Investment Analysis APIs](https://apis.io/apis/morningstar/morningstar-investment-analysis-apis/)

## Tags

Financial Planning, Households, Portfolio, Retirement

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/morningstar/morningstar-financial-planning-apis/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/morningstar/.