Frequently Asked Questions
  Contact Morningstar.com
Most Frequently Asked Questions
How do I log in to Morningstar.com?

I lost my password. Can you help me find it?

Who can I contact with billing questions?

How much does Premium Membership cost?

What is your privacy policy?

How do I change my Morningstar.com user name, e-mail address or contact information?

How safe is my information on Morningstar.com?

Where do I find a report on my stock or mutual fund?

Is it safe to submit my credit card over the Internet using your site?

How do I manage the e-mails I receive from Morningstar.com?

Why doesn't my fund have a Morningstar Rating?

Why did my fund lose a star?

Why can't I open the Investing Classroom?

How often are the Analyst Picks updated?

How do I find a specific article on your site?

Why don't I receive the e-mails I signed up for?

How many portfolios can I save?

Which browser is best for optimal viewing?

How do I find the stocks or funds that meet my criteria?

How do I know what combination of stocks, bonds and cash to hold?
 
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How do I log in to Morningstar.com?

In the upper right corner of the page, there is a button that says ‘Log In’. Click the button, then enter your e-mail address and password that you used when registering on Morningstar.com. If you’re using a private computer and you’d like to avoid having to log in every time you visit the site, check the box telling us to remember your login information. Then, click the ‘log in’ button to submit your information. If you are using a public (shared) computer (at a library, for example) you would not want to check the ‘remember my information’ box when logging in. Also, when you are done using Morningstar.com, be sure that you click the ‘Log Out’ button in the top right corner of the website to end your session and protect your information.


I lost my password. Can you help me find it?

If you forget your password, you can visit the Lost Password page on Morningstar.com. On this page, we will ask you for your e-mail address. We will immediately send you an e-mail message with instructions on how to set up a new password.


Who can I contact with billing questions?

Our Product Sales staff is available to assist you with any billing-related questions. Please contact us at 800-866-3472. Our hours are Monday through Thursday, 7:00 AM to 6:00 PM Central Time and Fridays, 7:00 AM to 5:00 PM Central Time.


How much does Premium Membership cost?

We offer a Premium Membership Service for $23.95 per month, $199 per year, $339 for 2 years or $439 for 3 years. If you haven't already, you can preview Premium Membership with a free 2-week trial period.


What is your privacy policy?

Morningstar is committed to protecting your privacy. For details on what information we collect and how we use it, along with additional privacy related issues, please feel free to visit our Privacy Policy here:
http://members.morningstar.com/memberstpages/PrivacyPolicy.html


How do I change my Morningstar.com user name, password, e-mail address, or contact information?

Visit the Personal Profile page. You can re-enter any identification information such as password, e-mail address, and phone number. You cannot, however, change your user name.


How safe is my information on Morningstar.com?

We understand your concern regarding the security of your portfolio information on Morningstar.com. That concern may stem from the fact that when you visit our site you may be automatically logged in. Be assured this only happens because you told the site to remember your information. We have set up the internet site with the option of remembering your password when you open the site so you don’t have to log in everytime you visit. If you would like to type your password in every time you access your portfolio, you can do this. When you click the Log In button at the top right side of the home page, there is a box underneath the e-mail address and password entry that says "Remember my name & password." Just deselect this option by clicking on the check mark. Then you will have to enter the password every time, thus making it more secure.

Also, if you click the Log Out button at the top right side of the black bar whenever you leave the site, you will have to reenter your e-mail address and password when you come back. Consequently, it is not possible for anyone to access your portfolio. This is the recommended course of action for you to take if you use a public (shared) computer. (i.e. at a library)The best information regarding security measures can be found in our privacy policy at the following link: http://members.morningstar.com/memberstpages/PrivacyPolicy.html


Where do I find a Morningstar Report on my stock or mutual fund?

You can gain access from the home page, the cover pages, or most pages on the website. To view a report, just input the ticker symbol or the name of the stock or fund in the lookup box in the top middle section of every screen, and click on the Quotes/Reports button or hit your Enter key. The left-side navigation bar on each report contains links to all the pages and their corresponding sections. Click any of the links to view that in-depth information. Premium membership is required to view the Analyst Research, Fiduciary Grade, and Stock Star Rating pages.


Is it safe to submit my credit card over the Internet using your site?

To ensure the security of your credit card information, the credit card entry pages on Morningstar.com use SSL encryption. Whenever you send your credit card information over the Internet using Morningstar.com, it will always be encrypted. We will never display your entire credit card number on our site; in the area where you may change the credit card number you provide us, we will only display the last 5 digits of your card number.


How do I manage the e-mails I receive from Morningstar.com?

You can subscribe or unsubscribe to any e-mail by visiting http://members.morningstar.com/prism/emailprofile.html. Once there, simply click on the e-mail selection(s) you wish to receive or cancel. Then, scroll down the page and click Submit.


Why doesn’t my fund have a Morningstar Rating?

A fund must be in existence for at least three years to have a Morningstar rating.


Why did my fund lose a star?

Pure math. A fund's star rating is based solely on a formula that Morningstar recalculates each month--there is no subjective input. The loss of a star doesn't mean someone at Morningstar has downgraded the fund--it simply means the fund's relative performance is currently below the cutoff point for its previous rating. Nothing more, nothing less.

Time to panic? Nope. You didn't buy the fund just because of its star rating (we hope) and you shouldn't sell solely because of its rating, either. There are several reasons for changes in a fund's rating that have little to do with its management and absolute performance: Because the star rating groups are very broad, a fund may lose a star even though it is performing well in comparison with similar funds. For example, technology sector funds will receive high ratings when tech is hot, but will see their ratings drop if the sector falters. Take a look at how your fund is doing relative to other funds that share its investment style before doing anything rash.

Here's another quirk that affects the star ratings: Morningstar calculates star ratings for three, five, and 10-year periods and combines these ratings to produce the overall star rating. Sometimes, funds will lose a star when they celebrate their fifth birthday. Why? Until that point, a fund's star rating is based solely on the trailing three years, and any poor performance prior to those three years doesn't show up. When that poor performance is picked up in the five year rating, the fund's overall rating may suffer. (Conversely, for some funds, the rating will improve when it turns five years old.)


Why can’t I open the Investing Classroom?

You must be a registered member (free or premium) and logged in to the website in order to access the Investing Classroom. Also, the Morningstar.com Investing Classroom runs in a pop-up window on the website. If you have a pop-up blocker installed and enabled in your Internet browser, you’ll need to temporarily disable the blocker or give permission for the pop up.


How often are the Fund Analyst Picks updated?

The fund analysts update their picks as needed. If a fund closes or jumps categories, for example, then the analyst would revisit their picks and make a new selection. The analysts are expected to review their picks once a month, although sometimes they will not change the text if their picks have not changed. You can assume that if the picks are live on our site, the analysts still like the funds, even if they haven't updated the text in a while.

Here is a link to the current Fund Analyst Picks:
Fund Analyst Picks


How do I find a specific article on your site?

To locate this, we recommend that you use the search feature at the top center of the homepage. Enter the subject of interest and then use your mouse to click the ‘Search’ button. On the results page, look under the heading Morningstar Articles for the most relevant articles. You can also search by the columnist name by entering it in the search box.


Why don’t I receive the e-mails I signed up for?

Please follow the steps below and answer the questions with as much information as you can. This way, you may even end up resolving the problem yourself (it often happens with our members.) However, sometimes a follow up e-mail is needed if you are unable to resolve it on your own. If doing so, remember that the more information you can provide us, the better we will be able to investigate your situation.

  1. When was the last time you received an e-mail from Morningstar?
  2. Are you currently receiving e-mails from other companies?
  3. Are you having consistent problems or intermittent problems receiving your Morningstar e-mails?
  4. Have you checked your inbox plus your "deleted" and "sent" e-mail folders to make sure you have enough storage space to receive e-mails? Many e-mail systems include active, deleted, and sent, e-mail against available storage space. If you do not have enough open space in your e-mail system, any additional e-mail sent to you will be returned to the sender.
  5. Do you have a filter, anti-junk mail, e-mail block established? Is this set up to exclude Morningstar.com's e-mail address (mailing1@mail.morningstar.net)? We have found that some people have inadvertently set this up to exclude e-mail from Morningstar.com.
  6. Check what you are subscribed to from Morningstar.com as well as your e-mail address information to make sure it is accurate. From time to time, we have encountered situations where our members forgot they changed their subscriptions or had a mistake in their e-mail address information.
  7. We have tested extensively and found that most e-mail delivery problems are related to our customers' e-mail systems or internet service providers (ISPs). Many e-mails systems have controls that block e-mails from certain sources. Try contacting your e-mail system support (or your network administrator if you're using a work machine) to make sure your system is correctly configured to receive e-mails from us.
  8. Occasionally, Internet Service Providers will also have difficulty with e-mail delivery. Often these are temporary situations or are usually confined to certain geographical regions. Try calling your ISP support. Give them the address of our e-mail server (mailing1@mail.morningstar.net) and see if they can check their server logs for our address.

If you continue to have problems with delivery, and want us to investigate further, please contact us. Please be sure to include the answers to the questions above, as well as any information you received after contacting your ISP and e-mail system support.


How many portfolios can I save?

At this time the maximum number of portfolios is limited to 50: 25 Watchlist and 25 Transaction portfolios due to space restrictions.


Which browser is best for optimal viewing?

We currently use Internet Explorer 6.0 on Windows NT, XP and 2000 in developing the site. The site should also look good in Netscape 4.x and 7.x, although we do not support Netscape at this time. If you are using an earlier version of Netscape or Explorer, the site may not look or function as designed.


How do I find the stocks or funds that meet my criteria?

Morningstar has both basic and Premium screeners for stocks and funds. Basic Stock Screener and Basic Fund Screener allow you to sort through our stock or fund databases using commonly requested criteria. Premium Stock Screener and Premium Fund Screener offer a more powerful search, allowing you to screen on hundreds of data points and providing well-defined results. All the screeners allow you to save your search results as a watch list, in case you'd like to track the performance of these investments for a while before making a purchase decision. You can also try our "Score" feature, which ranks the stocks and funds that pass your test based on criteria that are important to you.


How do I know what combination of stocks, bonds and cash to hold?

Asset Allocator shows you how much money you are likely to end up with at the end of your investment horizon based on the mix of stocks, bonds, and cash that you choose. It also shows how much risk you will be taking on, allowing you to find an asset mix that allows you to achieve your investment goals while keeping risk at an acceptable level. You can then use these results as inputs for Portfolio Allocator, which can help you find the specific mix of stocks and funds that will match your target asset allocation.

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