Scroll down and click on the Integration Settings option:.In Morningstar Office, click the Settings option within the Home section.To utilize all of the features available to you specifically as a Morningstar Office subscriber, you'll have additional settings to update. Your database users can then take advantage of the integration features available to all Tailwag users. On the resulting page, scroll through our alphabetical list of integration partners until you see Morningstar and click inside the On/Off toggle to enable the integration: To enable, go to Manage Integrations from your Top Right Menu Bar: To take advantage of any of the integration points available, the database owner of your Redtail CRM must enable the Morningstar integration within your database. Click Here for a recorded spotlight webinar featuring Morningstar and Redtail
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