Access Morningstar Software From Anywhere

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Access Morningstar Software From AnywhereWith the closure of many offices due to COVID-19, we want to make sure you are still able to access yourMorningstar software. If you have any questions, or your product isn’t listed here, please reach out to us acts. In good times and bad, we’re committed tohelping you empower investor success with great investment advice.Morningstar Direct: Desktop Instructions1. Go to ad2. Click “Download Direct Now”3. Follow the instructions from your computer4. Launch Morningstar Direct and login using the same credentials you use at the office.Step-by-step download instructions are available ng/shared/pdfs/OS DirectTechSpec.pdf.

Morningstar Direct: Web-Based Instructions1. Go to https://direct.morningstar.com and select “Sign In”2. Enter your credentials.3. Need help? Contact the appropriate person here: https://www.morningstar.com/company/globalcontacts or email: morningstardirectfeedback@morningstar.com to get help. . 2020 Morningstar All Rights Reserved. Morningstar and the Morningstar logo are either trademarks or service marks ofMorningstar. All other trademarks are the property of their respective owners.

Morningstar Advisor Workstation1. Go to tation and select “Sign In”2. Select your company from the drop-down: 2020 Morningstar All Rights Reserved. Morningstar and the Morningstar logo are either trademarks or service marks ofMorningstar. All other trademarks are the property of their respective owners.

3. For companies with multiple versions of Morningstar Advisor Workstation, you will need to selectthe version to which you are subscribed.4. Enter your credentials.5. Need help? Contact the appropriate line here: https://www.morningstar.com/company/globalcontacts or email: USEnterpriseSupport-sc@morningstar.com to have a help ticket automaticallycreated. 2020 Morningstar All Rights Reserved. Morningstar and the Morningstar logo are either trademarks or service marks ofMorningstar. All other trademarks are the property of their respective owners.

Morningstar Office1. Go to https://office.morningstar.com and select “Sign In”2. Enter your credentials.3. Need help? Contact (866) 215-2503 from 8a–6p CST, Mon–Fri. or email:officequestions@morningstar.com to reach our support staff. 2020 Morningstar All Rights Reserved. Morningstar and the Morningstar logo are either trademarks or service marks ofMorningstar. All other trademarks are the property of their respective owners.

Morningstar Essentials1. Go to https://essentials.morningstar.com/2. Enter your credentials and click ‘Log In’3. Need help? Contact the Morningstar Licensed Data Support Teamat licensedproducts@morningstar.com or (866) 608-9567 to get help.Morningstar API Center1. Go to https://apicenter.morningstar.com/login2. Enter your credentials and click ‘Log In’3. Need help? Contact the Morningstar Licensed Data Support Teamat licensedproducts@morningstar.com or (866) 608-9567 to get help. 2020 Morningstar All Rights Reserved. Morningstar and the Morningstar logo are either trademarks or service marks ofMorningstar. All other trademarks are the property of their respective owners.

Morningstar Office 1. Go to https://office.morningstar.com and select “Sign In” 2. Enter your credentials. 3. Need help? Contact (866) 215-2503 from 8a–6p CST, Mon–Fri. or email: officequestions@

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