Morningstar Office is Morningstar's Web-based solution for financial advisors. It brings together the best of our capabilities in investment research, portfolio accounting, and client communications.
In this Getting Started area, we've included a few topics to get you right into the product: Creating a client, Creating a quick account, and Creating a transactional account.
When you click any Help button or link from any dialog box, youâ€™ll pull up instructions for that specific dialog box.
In addition, if you click the Help menu, click Show, then click Contents/Index, you can find explanations of the many features, definitions of terms, and tips to guide you through the program's basic functionality.
The main components of the help system are:
Contents: This tab looks and functions much like a table of contents in a printed book. It presents a hierarchical outline of what the Help system contains. When you see a , click the book to display the next level of topics within that book. Click a page to view the topic contents in the topic window.
Index: This tab is equivalent to the index in a printed book. It displays a multilevel list of topics and keywords or phrases you can use to find the topic you are looking for. Type in a keyword for the topic you are looking for, then click the word in the alphabetical index list to display the related topic in the topic window.
Search: This tab allows you to conduct a full-text search through every word in the Help system to find topics containing that word. Type in the keyword you are looking for, then click Go to display every topic that contains that word. Click a topic to display it in the topic window.
You can maximize the window or resize it while viewing Help.
Click the Print button located in the top task bar to print it. You can also right-click in the topic and from that menu, select Print.
This product includes software developed by Antenna House, Inc.
Morningstar Office uses formatting technologies developed by Antenna House to display parts of some reports.
For more information, visit: www.antennahouse.com