In the left navigation pane, click the Client Management or Portfolio Management tab, and then click Alerts. The Alerts grid opens in the Triggered Alerts view.
From the toolbar above the grid, click Add, then click Client/Account Alert. The Add Client/Account Alert dialog box opens.
Click the Alert Type arrow and select a type. Types of alerts are:
Morningstar Category Change
Morningstar Equity Style Box Change
Morningstar Fair Value Estimate Change
Morningstar Fixed-Income Style Box Change
Morningstar Rating Change
Morningstar Stewardship Grade Change
Morningstar New Analyst Report Available
Average Credit Quality Change
Expense Ratio Threshold Crossed
Fund Manager Change
Fund Open/Close
Fund Portfolio Data Updated
Name Change
Price % Movement Threshold Crossed
Market Value Change
Price Threshold Crossed
Purchase Constraint Change
Split
Standard Deviation Threshold Crossed
If you select Market value change, a Value (%) box will appear. Enter the value.
Select the target group from the Client or Account drop-down box. Choose between All Clients, Selected Clients, and Selected Accounts. If you choose Selected Clients or Selected Accounts, click on the magnifying glass icon. A box will appear where you will choose the specific clients/accounts to target.
Click the E-mail notification drop-down and select Yes or No. The default is No.
Click the Recurring drop-down and select Yes or No. The default is No.
Click the Delete Triggered Alert drop-down and select Never or After 3 months. The default is Never.
Click OK. Your new client/account alert has been saved.
Note: If you're in Client Management or Portfolio Management, you can create both security and client-specific alerts. If you're in Research, you can only create security-specific alerts.