Mapping Imported Representative Codes to Advisors
Morningstar Office captures any imported representative codes associated with your firm’s custodian accounts. You can configure how you want your imported accounts to automatically map to the advisors in your firm based on the imported representative code.
Click the Import Source drop-down and select the import source to load the associated rep code assignments.
To add one or more advisors that have a relationship with the import source, click the magnifying glass icon and browse to the advisors in your firm, then click the Add button.
Once you have created your advisor list, select an advisor and one or more rep codes. Use the arrow buttons to move one or more rep codes from the Unassigned Rep Codes window to your selected Advisor.
Click OK to save your changes.