Morningstar® Retirement ManagerSM Integration Documentation
Welcome to the Morningstar Implementation Team's home for all Integration documentation. Navigate using the menu on the left to view the documentation available.
Why do I need these documents?
The documents contained on this site provide the team integrating with Morningstar the technical specifications, requirements, and sample files needed to complete all of the processes, updates, and tools for a successful integration.
If you have any questions or concerns, please reach out to your Morningstar representatives, who are happy to assist, clarify, and explain any part of the process.
We wish you success in your integration efforts and look forward to having you a part of the Morningstar community.
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.