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We’re making some updates to over the next several days. For starters, you can expect improved site speed and performance. Also, we've modified the navigation menu based on both your input and how members are using the site. Lastly, as a result of upgrading our sign-in process, you’ll be asked to sign-in upon your next visit. We hope you’ll find these changes add up to a site experience that even better connects you to the investment expertise and analysis you’re looking for.


The core difference between a Basic & Premium membership is access to professional-grade analyst reports and ratings. Learn more about Premium here.
Monthly 1 year 2 year 3 year
$29.95 $199 $349 $449
You can find your renewal date under the Membership section of My Account. Your membership will be automatically be renewed until you decide to change your plan.
To cancel your membership, call +1 (866) 229-9449 (or +1 (312) 384-3838 if dialing from outside the U.S.). Our Customer Care Agents are available Monday and Tuesday 8am to 7pm CT and Wednesday-Friday, 8am to 5pm CT.
Yes. You’ll still be able to access any portfolios you’ve created and retain access to Basic features such as basic investment research tools.
Yes. We’re happy to work with you to issue a prorated rebate on any unused time of your membership.
If you’re opted in to third party offers, then we share your information with our partners. To update these preferences, go to My Account > Email Preferences.
To reset your password, either go to Sign in > Forgot password or go to My Account > Reset Password.
To update your contact information go to My Account
To unsubscribe from morningstar content emails go to My Account—Email Preferences
To find your receipt go to My Account—Membership

Portfolio Manager

To find help go to Portfolio Manager > Help > FAQ


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New site navigation

Search for the tool by name, find our most popular tools in the Quick Links section of the Homepage, or find tools by investment type e.g /stocks has Tools section on the page
Search for the author by name or check out our Specialists on the Homepage.
Jump on over to our Morningstar Community.

Missing Features

In working on upgrading our Investment Research capabilities, we need to retire existing features from time to time. We’re always looking for feedback! Let us know what would help you with your investment research by submitting feedback here.
We’ve retired the older version of the Mutual Fund & ETF quote pages, and are actively investing in ensuring the new version works for you. We’re always looking for feedback! Let us know what would help you with your investment research by submitting feedback here.