Custom Templates

Your selections in this box determine if Morningstar Office uses Morningstar's standard template or your own customized version for Investment Policy Statements and Investment Recommendations.

1. Under Investment Policy Statement, select either the Use Standard Template or the Use Custom Template radio button.

2. Under Investment Recommendations, select either the Use Standard Template or the Use Custom Template radio button.

3. Click OK.

Note: To edit/update your custom template, click Edit.