Welcome to the Morningstar® Retirement ManagerSM Documentation Center

What will you find at the documentation center?

  • A description of the APIs available and how to use those APIs
  • Documentation on implementation with Morningstar’s systems
  • Integration documentation for new clients

About Morningstar Investment Management LLC’s Retirement Solutions Group

Our parent company, Morningstar, Inc., was founded on the simple idea that when people have good investment information, they can make better choices that help them achieve their financial goals. In the retirement solutions group at Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc. and a registered investment adviser, our advocacy for the individual investor extends to the workplace retirement market where the responsibility for investing and saving now rests with employees. Our products and services—which range from a managed accounts service to target-date products to custom models and fiduciary services—are not only designed to help people save for the retirement they want, but to help them make their money last once they get there.