In the left navigation pane, click the Home, Client Management, or Portfolio Management tab, and then Activities.
In the left navigation tree, under Contacts, click Distribution List.
From the toolbar above the grid, click New. The appearance of your distribution list depends on the e-mail server you established under Settings, Personal Settings, Email Server Settings. The instructions below refer to a list created through the Morningstar Office e-mail server.
In the List Name field, enter a name for this distribution list.
There are two ways to add names/e-mail addresses to this list. You can use the Find Names button to add names from your existing contacts, or you can simply type in an e-mail address to the Add to distribution list field and click the Add button.
When using the Find Names feature, you can search for your contacts by entering any of the search criteria and then click Find. Highlight the contact (they must have an e-mail address on file) and click the Add recipient to... Distribution List button. When you are done adding contacts, click Close to return to the previous dialog box.
When you are done adding e-mails to the distribution list, click Close.