Account Aggregation

Through our technology partner, Morningstar/ByAllAccounts we offer you the ability to aggregate your accounts from multiple sources into a single, secure system.  You can then view and analyze this aggregated portfolio and see your exact net worth on a daily basis.  This aggregation includes both asset and liability accounts, so you can gain a complete and up-to-date picture of your wealth.

The types of accounts you can aggregate in the Morningstar/ByAllAccounts system include:

Asset Accounts

  • Investment Accounts (Pershing, etc.)
  • Managed Money Accounts
  • Direct Mutual Fund and Variable Annuity Accounts
  • Bank Accounts
  • Alternative Investments
  • Insurance

Liability Accounts

  • Mortgages
  • Car loans
  • Credit Cards
  • Bill Pay

In addition to aggregating your accounts, Morningstar/ByAllAccounts allows your financial advisor to manage your wealth on a more holistic basis, whether your advisor is running financial plans, investment proposals, or simply analyzing your assets.

BNY Research and Commentary

Related Articles

Global Markets

A Greater Gateway

Hong Kong’s future prospects as a fund management center have always been tied to the promise of accessing the massive mainland China market. Its position as a gateway to China, combined with its reliable physical and legal infrastructure, will continue...

Read More: A Greater Gateway
Market Commentary

Looking at the Economic Tea Leaves

One of the underpinnings of the gain in risk assets since last fall has been the firming signs of synchronized global growth. After almost a decade of supportive monetary policies that have pushed central bank balance sheets towards representing a...

Read More: Looking at the Economic Tea Leaves
Investment Insight

Investment Update: 2018 Outlook is Good, but Not as Good

In Jeff Mortimer's January 2018 Investment Update, he discusses key themes, his develping outlook for 2018 and what it means for your portfolio.

Read More: Investment Update: 2018 Outlook is Good, but Not as Good
Asset Allocation

Bond Market Observations: Déjà Vu, All Over Again

The late, great Yogi Berra was right, and we have been here before. Global economic growth is running above its longer-term trend, inflation in advanced economies is poised to rise, and the Federal Reserve will travel further up the firming...

Read More: Bond Market Observations: Déjà Vu, All Over Again
Economic Insight

Watch The Skies

While drone technology has revolutionized military action, its potential civilian uses are expanding rapidly. Newton Investment global analysts consider the growing use and potential future applications of commercial drones.

Read More: Watch The Skies