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Hello

Are you a Registered Investment Advisor (RIA), Investment Advisor Representative (IAR), or a supervised person of an RIA? 

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Data Connections

Linking Instructions

  1. RIA Firms should select “Morningstar ByAllAccounts” while completing the Corebridge Financial RIA Onboarding Agreement  and submit the form to AnnuityService@corebridgefinancial.com.

  2. Corebridge Financial will send an email to both the RIA Firm and Morningstar ByAllAccounts with a Unique Authorization ID once the Corebridge Financial RIA Onboarding Agreement is processed.

  3. RIA Firm must send an email address to Morningstar ByAllAccounts  and list the names and email addresses of the individuals authorized to access the feed with Corebridge Financial data.

  4. Once Morningstar ByAllAccounts authorizes user access, they will email the feed password to the email addresses of the authorized individuals provided. The password is to be used along with your Unique Authorization ID for setting up accounts for aggregation in AccountView.