Welcome!

Morningstar's client portal delivers access for Institutional clients to our comprehensive knowledge base. Use the Solutions and Products menu to find the answers to common queries.

Can’t find the answer you are looking for?

Our Navigating the Portal page provides an overview of the Client Portal and will be able to point you in the right direction. Otherwise, our Feedback feature allows you to contact the Morningstar Client Services team for assistance - Click here

Solutions

• Equity FAQ
• Fund FAQ
• Licensed Data Feed FAQ
• Data Updates
• Data Specifications
• Fund Glossary
• Equity Glossary
• ARC FAQ and Time Saving Tips
• Methodology Documents
• Navigating the Portal

Adviser Products

• Adviser Workstation
• Annual Stockmarket Summaries
• Investment Consulting
• ResearchLink
• ARC - Adviser Research Centre

Institutional Products

• DatAnalysis
• FinAnalysis
• Morningstar Direct
• Morningstar EnCorr
• Equity Data Feed
• Licensed Data Feed

• Licensed Tools
• InvestorSupermarket
• MarketShare Report
• Morningstar Essentials
• Total Shareholder Return Calculations