Client alerts can be set at the client or account level. You will be prompted to choose all clients, or select specific clients and accounts to which you want to apply the alert.
Morningstar Category Change Indicates that the Morningstar Category of a security has changed.
Morningstar Equity Style Box Change Indicates that the Morningstar Equity Style Box of a security has changed.
Morningstar Fair Value Estimate Change Indicates that there has been a change (up or down) in the Morningstar Fair Value Estimate of a security.
Morningstar Fixed-Income Style Box Change Indicates that the Morningstar Fixed-Income Style Box of a security has changed.
Morningstar Rating Change Indicates that there has been a change (up or down) in the Morningstar Rating of a security.
Morningstar Stewardship Grade Change Indicates that there has been a change (up or down) in the Morningstar Stewardship Grade of a security.
Morningstar New Analyst Report Available Indicates that there is a new or updated analyst report available for a fund or stock.
Average Credit Quality Change Indicates that the Average Credit Quality of a security has changed.
Expense Ratio Threshold Crossed Indicates that a security's expense ratio has become greater than, less than or equal to a selected value.
Fund Manager Change Indicates that there has been a manager change for a fund held by a client or in an account.
Fund Open/Close Indicates that a fund has become closed or opened to new investments.
Fund Portfolio Data Updated Indicates that Morningstar is posting a new listing of underlying holdings and allocations of a fund.
Name Change Indicates a security name change.
Price % Movement Threshold Crossed Indicates the price of a security has changed by a certain percentage.
Market Value Change Indicates the market value of a client or account has changed by a certain percentage.
Price Threshold Crossed Indicates that a security's price has become greater than, less than or equal to a selected value.
Purchase Constraint Change Indicates that there has been a change in the purchase constraint of a security.
Split Indicates that a stock has experienced a stock split, updated daily.
Standard Deviation Threshold Crossed Indicates that a security's standard deviation has become greater than, less than or equal to a selected value.