Morningstar Office pulls identifying information from your user profile to display on report cover pages and the Client Web Portal. However, if you want to display a different name, firm name, etc., you can enter alternate information by going to Home > Settings > Portfolio Accounting System Settings > Reporting Profile Override. You can also select which information you want to appear on reports and/or the Client Web Portal from this window.
Note: These changes will only affect Reports and the Client Web Portal. Please be aware that you are limited to three edits of your override text.
Check the Display all information on Reports and Client Web Portal box if you want all the information listed displayed on reports and the Client Web Portal. If this box is checked and you uncheck it, all the check boxes in the window will become unchecked.
Advisor Name
Select the Override radio button to enter custom text.
If you selected Override, enter your desired name in the text box.
To display this name on report cover pages, check the Display on Reports box.
Firm Name
Select the Override radio button to enter custom text.
If you selected Override, enter your desired firm name in the text box.
To display this name on report cover pages, check the Display on Reports box.
To display this name on the Client Web Portal, check the Display on Web Portal box.
Advisor Website
Select the Override radio button to enter custom text.
If you selected Override, enter your desired web address in the text box.
To display this website on report cover pages, check the Display on Reports box.
To display this website on the Client Web Portal, check the Display on Web Portal box.
Email Address
Select the Override radio button to enter custom text.
If you selected Override, enter your desired email address in the text box.
To display this email address on report cover pages, check the Display on Reports box.
To display this email address on the Client Web Portal, check the Display on Web Portal box.
Phone Number
Select the Override radio button to enter a custom number.
If you selected Override, enter your desired phone number in the text box.
To display this phone number on report cover pages, check the Display on Reports box.
To display this phone number on the Client Web Portal, check the Display on Web Portal box.
Mailing Address
Select the Override radio button to enter a custom number.
If you selected Override, enter your desired address in the text boxes. The format is as follows:
Street Address Line 1
Street Address Line 2 (optional)
City, State, ZIP
To display this address on report cover pages, check the Display on Reports box.
To display this address on the Client Web Portal, check the Display on Web Portal box.
When you are finished, click Save + Close.