Morningstar

Sync form data to your Morningstar portfolio and financial analysis tools.

What you need

How to set up

Navigate to the Feathery form that you want to connect to Morningstar. Click on the Integrations tab.

Open the Morningstar integration and choose the Feathery form event to trigger the Morningstar action. Your options are when someone completes the form, reaches a specific step of the form, or whenever data is received from your end user (partial submissions, data enrichment, etc.)

Authorize and connect your Morningstar account.

Choose which Morningstar tool you'd like your Feathery form data to populate.

Map your Feathery fields to the corresponding Morningstar fields that you want them to populate.

Click Connect. Your integration is now live and ready to go!

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector

system.

This is a H6

This is a Link

  • This is a list item
  • This is another list item here
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