Recent recommendations regarding this business are as follows: "Make sure you cancel service before 2 week trial is over! Morningstar was first mentioned on PissedConsumer on Feb 14, 2012 and since then this brand received 15 reviews.. Morningstar ranks 159 of 1849 in Financial Services category. Important: if you subscribe to another online Morningstar product (ex: Morningstar.com, Morningstar Advisor Workstation, Morningstar Online Advice) and you provide the email login to that product above, you must also use that product's password for Managed Portfolios. Login to your Morningstar Managed Portfolios account. We recommend that you update your browser to a version that supports frames. Contact website support ... Adviser Workstation Office Edition ... Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. The launch of Goal Bridge last September was a major extension for the firm bringing together the goal-setting process and the creation of the investment strategy to execute on those goals. Personal Client Information: client name, phone number, physical address, social security number/Tax ID, salary, and portfolio holdings. Morningstar Advisor Workstation 2.0 . Note: For Split transactions, you must indicate the number of shares by which the split increases or decreases the client’s current position. ... please contact your Morningstar relationship ... time will be tiered to each client, based on modules used and the number of guaranteed users. account, please contact us at (877) 586-5405 or productinfo@morningstar.com. Morningstar Managed Portfolios Advisor and Investor Login. Morningstar workstation is great, but it costs around $5k/month and I'm still in … Your browser does not support frames. The overall rating of the company is 2.2 and consumers are mostly dissatisfied.. The current Advisor Workstation 2.0 is used by approximately 185,000 advisors so clearly has a dramatic impact on asset distribution. Our firm is currently in the middle of our contract with Morningstar, but there are new However, you can expect to pay up to $2,975 annually per licensed user depending on how many features you want to access, making it the most expensive option on this list. Personal Advisor Information: advisor name, phone number, physical and e-mail addresses. What financial planning software do you use to create portfolios for your clients? You also have the right to ask us for the general types of information we collect about our customers, who we collect it from, how we use or share it, and our business purpose for collecting, using or sharing For example, if a stock with 50 shares splits 2:1 (to 100 shares total), the Split transaction should indicate 50 additional shares, not 100 total shares. 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