Once you have created a ByAllAccounts account through Elements, you’ll need to open ByAllAccounts directly to add connect your institutions, among other tasks (see above). You can go to AccountView directly through Elements:

1. In Elements, go to the integrations page and click “Morningstar ByAllAccounts”.

2. In the top right corner of the page, click the three-dot-icon, then “Go to ByAllAccounts”. This will open ByAllAccounts “AccountView” app in a separate window.

   

Alternatively, you can bookmark this link for AccountView: https://www.byallaccounts.net/BAAWebApp/BAALogin.html