tRx Edge New User Implementation Guide
This topic provides an overview of the Morningstar Office integration with tRx (Total Rebalance Expert).
The following topics will be discussed:
tRx (Total Rebalance Expert) is a leading account rebalancing software company that provides financial advisors with automated, tax efficient rebalancing capabilities to simplify and enhance portfolio management. The analysis expert screen allows you to instantly analyze and view results, allowing you to identify which clients require action, at a glance.
How does the tRx integration work with Morningstar Office?
The integration between Morningstar and tRx is a seamless upload of exported positions by lots. This feature can be accessed under the Tools, Export, Account Positions by Lots menu. Click here 
for instructions on using the interface.
All Morningstar Office subscribers can add tRx at a discount and all potential Office subscribers can purchase both together, with tRx as an upgrade. While pricing depends upon the current Office price, client relationship, etc., we expect most clients to realize up to 20% savings on tRx.
Who should I contact to purchase tRx?
If you are a current Office user, your Morningstar sales consultant can provide the details on your purchase. Prospects must license Morningstar Office first, we will not sell tRx as a stand-alone solution or with any other products. Please contact Morningstar at 800 886-1749 to learn more about how Office can work for your practice.
Who should I contact for tRx support?
Morningstar subscribers should contact tRx for any issues. Implementation, support, and training questions can be directed to the tRx support team via e-mail at tRxSupport@morningstar.com or phone at 619 294-4879, option 2.
Total Rebalance Expert (tRx) Access Code Generation
Uploading Account Position by Lots file to Total Rebalance Expert
See Also