1. In Elements, go to the integrations page and click “Morningstar ByAllAccounts”.
2. Click “Request Access” to create a ByAllAccounts account.
3. Upon successful account creation, click “Go to ByAllAccounts”. This will take you to “AccountView”, the name of ByAllAccount’s software.
4. Copy and paste in your username and temporary password from Elements. ByAllAccounts will ask you to create a new password. Fyi: ByAllAccounts will also send you an email with the same username and temporary password that you see on screen in Elements.

Elements is now connected with ByAllAccounts.