To create an assistant

You can create up to two assistants who will have access to your Morningstar Office data.

1. In the left navigation pane, click Home. Morningstar Office's home page opens.

2. In the left-hand column, click Settings. The Settings page opens.

3. Under Personal Settings, click Assistant Management. The Assistant Management dialog opens.

4. Click . The Add an Assistant dialog opens.

5. If you want to add an already existing Morningstar Office user as your assistant, enter their e-mail address and password in the designated boxes. Click . The assistant is added.

or

1. If you want to register an assistant who is currently not a registered user of Morningstar Office, click . The New Account dialog opens.

2. Enter your assistant's e-mail address, their password, and complete the security question and answer area.

3. Click . The assistant is added.

4. The new assistant's first and last name, and e-mail address, will appear in the Assistant Management dialog. Click .