Missing the big picture across all your accounts? We have a solution for that!

an aggregation tool that pulls all your investments into a single login

Morningstar Wealth’s ByAllAccounts is a wealth data and financial account aggregator that serves the wealth management ecosystem. With this tool all your financial accounts (employer 401(k), pension, brokerage accounts, bank accounts, etc.) are consolidated into a single login, giving you real-time insight on how your investments are allocated across cash, fixed income, equities, etc. 

Not only are your holdings grouped by asset class, the holdings are aggregated across all accounts so you can see how much you have in each specific investment across multiple accounts. 

your linked accounts (employer 401(k) plan, brokerage accounts, bank accounts, etc.) are listed here
your holdings across multiple accounts are aggregated, displaying the $ and % in each

This is a free service for all participants in 401(k) plans supported by ERISA Advisers, Inc.

To get started, contact your plan’s adviser at ERISA Advisers, Inc.

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