Financial advisors wishing to report on Max balances using portfolio reporting platforms can use as-of-date balances from their Max Advisor Dashboard to enter data into reporting systems.

Advisors using Orion can access their Max Advisor Dashboard through Orion using single-sign-on (SSO). Soon, advisors using Orion will have the ability to report on Max balances automatically. To be prepared for this feature, users should ask their administrator to enable the "Max For Advisors" integration and SSO between Orion and their Max Advisor Dashboard. More details will be posted once our direct data integration with Orion is live.

If you use Morningstar ByAllAccounts, your client’s Max balances can be easily added to your client reporting platform. Use your Max Advisor Dashboard login to connect Max to your reporting platform using ByAllAccounts. For details, contact your local ByAllAccounts administrator or reach out to ByAllAccounts support.

If you would like to report on Max balances with other portfolio reporting platforms or aggregation solutions, contact your portfolio reporting system account representative and request support for Max.