Morningstar® Retirement ManagerSM API Documentation

Welcome to Morningstar® Retirement ManagerSM API Documentation portal, a resource for understanding our APIs and how to interact with them. If you have further questions or don’t see what you are looking for, please reach out to our relationship management team at RetirementClientSolutions@morningstar.com.

Advice and Projection APIs:

By utilizing these APIs, plan providers can dynamically display personalized recommendations on their recordkeeping websites.​ Users can enter datapoints such as retirement age, earnings, and savings rate to create what-if scenarios that provide a quick snapshot of:​

  • How close they are to their retirement goal​
  • Adjustments needed to get closer to their retirement goal​
  • Recommendations to their drawdown strategy​

The APIs also provide asset and fund allocation recommendations which can be made available to the user on accepting our advisory agreement.

Enrollment API:

Quick, real-time enrollment into the managed accounts service. These APIs facilitates real-time enrollments where fund allocations are returned to the provider immediately. This is designed to be used with the Advice and Projection APIs.

The API saves inputs received by the user in the Morningstar Retirement Manager database for users who are not enrolled in the managed accounts program. If the user accesses Morningstar Retirement Manager after interacting with the plan provider’s user experience, barring any new data they add on the Morningstar Retirement Manager site, they will be able to see the same inputs they entered on the provider site.

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.