How to connect Morningstar
- Open Connectors in RevampKey and search for Morningstar.
- Click Connect and approve access on Morningstar's own sign-in page.
- Come back and ask in plain English. The agent asks before it changes anything.
Tools the agent can use (6)
morningstar-id-lookup-toolmorningstar-data-toolmorningstar-analyst-research-toolmorningstar-articles-toolmorningstar-screener-toolmorningstar-fund-holdings-tool