Security mapped to a different Morningstar security type...

This soft warning reads:

Security mapped to a different Morningstar security type. Please confirm this mapping.

This indicates that the row contains a Morningstar-tracked security, but the Security Type for the imported security differs from the Security Type in Morningstar’s database. For example, a security classified as a Separate Account at the custodian could be a Collective Investment Trust in Morningstar’s database.

To confirm that the mapping is correct, verify the security type in the Morningstar Mapped Security Type column. No other action is required to safely post your data.

If the mapping is incorrect, do the following:

Note: You can also use the Definition Master to correctly map the security after posting.

  1. Click in the Morningstar Mapped Security Type column.

  2. Select a security type.

  1. Click the Save icon.

  2. When the confirmation message appears, click OK.

See Also

Handling Warnings in the Import Blotter