Product Capabilities
Find training resources based on Morningstar Direct modules for easy guidance wherever you are in the product.
Morningstar Direct Learning Portal Resources
Unlock your potential with the Resources section, offering videos and guides to help you excel in Morningstar Direct. Use product capability resources for step-by-step, product component training to efficiently complete your work, or explore use case resources designed to align with your objectives. Whether refining skills or tackling new challenges, this section equips you to succeed with confidence.
Click a tile below to continue your learning journey. If prompted, use your Morningstar login credentials to launch the training materials.
Use Cases
Review in-depth trainings that guide you through multiple workflows to help you achieve your goals in Morningstar Direct.
