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Thank you for requesting a quote for Morningstar Services. Please take a moment to provide us with some information about your practice. We will use this information to provide you with a quote.
Are you currently a subscriber to
Morningstar Office?
Please indicate your reasons
for requesting a quote.
Personal Information
 Required field
First Name
Last Name
Firm Name
Address
City
State
Zip Code
Phone Number
Email Address
Firm Information
Number of Advisors in Firm
Number of Clients
Number of Accounts (Incl. Inactive)
Number of Active Accounts
For Number of Accounts, if you are requesting a quote for a Data Conversion, please include closed accounts if you want these converted.
Assets Under Management
Morningstar Investment Services
Please select Yes if you currently outsource any accounts to Morningstar Investment Services or plan to outsource any accounts in the future.
Custodian Information
Which custodian(s)/data sources do you use and what percent of your assets and Number of Accounts by Custodian(s) are with each source?
Percentage of Assets
Number of Accounts
Advisor Exchange
ByAllAccounts
DST FAN Mail
Fidelity
First Clearing
LPL
Mesirow
Pershing
Raymond James
Schwab
SEI
TD AMERITRADE
Sterne Agee eCustody
Trust Company of America
Other Import Sources
and Their %s
Investment Securities
Approximately what percent of your practice is allocated to each of the following security types?
Mutual Funds / ETFs
Stocks
Bonds
Annuities
Hedge Funds
Separately Managed Accounts
Options
Mortgage Backed Securities
T-Bills
CDs
Other Security Types
Portfolio Management System
Which portfolio management system do you currently use?
Which version of Advent do you use?
Years of Client Data
How often do you import and reconcile your client data?
Is your client data currently reconciled within your
portfolio management system?
When does your current Portfolio Management System
subscription end? (if you do not have one, leave blank)
Do you handle the downloading and reconciliation
of your custodian data through a third party?
Additional Information
Why are you interested in Morningstar
Office Services?
How did you first hear about
Morningstar Back Office Services?
Does the data contain merged or
combined accounts into one account?
Have you completed any broker
dealer/custodian changes in the
past or plan to complete this
change during the conversion process?
Thank you
Thank you for filling out the Morningstar Back Office Services Quote Request Form. A Morningstar representative will be in touch with you within a couple of business days. If you have questions about the product or our services, please do not hesitate to contact us at +1 800 886-1749 (Mon-Thurs 7am-6pm, Fri 7am-5pm CST) or email us at officeedition@morningstar.com.
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