In the left navigation pane, click Client Management. The Client Management tab opens.
In the left-hand column, click Clients. The Clients spreadsheet opens.
Click the client for whom you want to create aggregated accounts. The client opens and their accounts are listed.
Select the accounts that you want to aggregate by clicking in the boxes to the left of the account names.
From the Action menu, point to Utilities, then click Account Aggregate.
A pop-up message appears asking if you want Morningstar Office to aggregate duplicate securities (securities that appear in more than one of the accounts). Click Yes or No. The aggregate account opens to the Investment Details screen.
To save the account, click 
. The Account Basics dialog opens.
Enter a name and any other data you want in this screen.
Click 
. The account is saved.
What you can do within an aggregate account:
Click on Aggregate Summary to get the asset and security allocation breakdown of the account.
Click X-Ray to access Morningstar’s signature account analysis tool.
Create graphs. Click Tools, point to Graphs, then choose the type of graph you want to create.
Generate management and analytical reports. Click Reports, then select the type you want to create.