This topic provides an overview of Morningstar Office’s integration with Money Guide Pro.
The following topics will be discussed:
MoneyGuidePro® is a web-based planning tool used for college, retirement, estate, and Social Security planning; asset allocation and insurance needs analysis; and tech integration and account aggregation.
How does this integration affect me?
With this integration, client information within MoneyGuide Pro will automatically update using the most recent Morningstar Office Data. This will occur after a one-time initial set-up. The following client information will be synced automatically with MoneyGuide Pro:
Client Names
Account Names
Account Numbers
Current Positions
Position Prices
Total Market Value
How do I create my initial set-up?
Click here to view initial set up instructions.
Who should I contact for MoneyGuide Pro support?
Contact MoneyGuidePro via email for integration support questions at support@moneyguidepro.com.