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Accessibility at Morningstar

Our mission is to create great products that help investors reach their financial goals. We believe this sense of mission is exceptionally strong at Morningstar. It pervades our organization, defines us, and sets us apart from other companies in our industry. At Morningstar, we believe in building a better future for everyone and that includes an inclusive digital experience for all, which is at the backdrop of all of our products. WCAG 2.1 AA is a set of guidelines published by the World Wide Web Consortium (W3C) through their Web Accessibility Initiative (WAI) group. These guidelines are technical standards that ensure a robust user experience for people of all abilities.

Morningstar is committed to digital accessibility and making sure our websites and digital experiences can be accessed by everyone. To ensure an optimal experience for everyone, Morningstar strives to conform with the Web Content Accessibility Guidelines (WCAG) 2.1 Level AA.

Morningstar’s Accessibility Strategy and Multi-Year Accessibility Plan

For those Morningstar products to which AODA applies, Morningstar has developed a Multi-Year Accessibility Plan to provide a catalogue of the steps that Morningstar has taken to date and a road map for the steps that Morningstar will take in the future to prevent and remove accessibility barriers. This Multi-Year Accessibility Plan will be reviewed regularly and at least once every five years. Our plans and corresponding services can be found below.

Multi Year Plans:

Accessible Customer Service Plans:

If you’re having trouble using anything on our site or other products, please contact us at joe@morningstar.com or +1 (312) 424-4288

Transparency is our policy. Learn how it impacts everything we do.

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.