Log in
Please see the announcement "Quarter-End Reporting Classes and Tips" under the "Home" tab for information on year-end reporting and best practices. In addition, In the fourth quarter, Morningstar Office℠ will be integrated with Redtail CRM, the web-based client management solution. Users who upgrade to the new Redtail CRM user interface can have access to certain Morningstar reports, tools, and data directly within Redtail. This integration simplifies your practice by providing seamless access to Morningstar information while you manage your client account details, allowing you to save time and better serve your clients. View the announcements page for more information.
Already a Morningstar account holder?
Log in below
E-mail Address
Password Forget your password?
Click here to reset.
New to Morningstar?
Register for a Morningstar account
Morningstar Office Updates
Having trouble updating latest version? Click here to view and download all the latest updates.
Need help? Please contact product support.

Contacts

United States +1 866 215 2503 awsoefb@morningstar.com
United Kingdom +44 (0) 203 107 0050 adviser@morningstar.co.uk
China +86 755 3311 0088 awsoefb@morningstar.com
Italy (+39) 02 30301296 advisor.morningstaritaly@morningstar.com
Germany +49 (0)1805 199 200 berater@morningstar.de
France +33 (0) 1 55 50 13 21 martin.delcourt@morningstar.com
Australia +61 2 9276 4446 helpdesk.au@morningstar.com
New Zealand +64 9 915 6770 helpdesk.nz@morningstar.com
Malaysia +65 6236 1032 aswoeasia@morningstar.com