Default Management Fees

Once you have created your management fee settings, you might decide that one in particular will be used more often that others. Rather than constantly needing to make this selection each time you add a new client, you can set it to be the user default for all clients.

To set a default management fee setting, do the following:

1. From the menu bar at the top of the Morningstar Office window, select Tools…Settings…User Default Settings. The Set User Default Settings dialog box opens.
   
   

2. From the Management fees drop-down field, select the fee setting you want to use as the default each time a new client is added to Morningstar Office.
   
   
   

3. Click OK.

4. Click OK when the confirmation message appears.