I lost my password. Can you help?

Visit our lost password page, enter your email address and we will immediately send you an email with instructions on how to set up a new password.

IE 9 is the only browser available to me and I can't log in. What can I do? 

In order to log in using IE 9, you will need to change your browser setting as follows: 

Settings->Internet Options->Security

Select Trusted Site from security zone

Click Custom Level, and change security settings under "Miscellaneous" set "Access data sources across domains" to Enable.

How do I change my Morningstar.com® email address or contact information?

Visit our profile page to update your password, email address, phone number, and more.

How do I unsubscribe from or manage the emails I receive from Morningstar.com?

Visit our email subscription center. Once there, simply click on the email selection(s) you wish to receive or cancel. Then, scroll down the page and click Submit. 

To unsubscribe from all emails, please choose either of the unsubscribe options listed on the email subscription center page.   

Why don’t I receive the emails I signed up for?

Check what you are subscribed to from Morningstar.com as well as your email address information to make sure it is accurate. From time to time, we have encountered situations where our members forgot they changed their subscriptions or had a mistake in their email address information.

Do you have a filter, anti-junk mail, email block established? Is this set up to exclude Morningstar.com's email address (mailing1@mail.morningstar.net)? We have found that some people have inadvertently set this up to exclude email from Morningstar.com.

We have tested extensively and found that most email delivery problems are related to our customers' email systems or internet service providers (ISPs). Many emails systems have controls that block emails from certain sources. Try contacting your email system support (or your network administrator if you're using a work machine) to make sure your system is correctly configured to receive emails from us.

Occasionally, Internet Service Providers will also have difficulty with email delivery. Often these are temporary situations or are usually confined to certain geographical regions. Try calling your ISP support. Give them the address of our email server (mailing1@mail.morningstar.net) and see if they can check their server logs for our address.

If you continue to have problems with delivery, and want us to investigate further, please contact us. Please be sure to include the answers to the questions above, as well as any information you received after contacting your ISP and email system support.

How do I know when my Premium Membership ends?

Your Premium Membership will remain active until you tell us to cancel it. For your convenience, we will automatically renew your membership on the same day each month or year, whichever you specified when you signed up, until you tell us that you would like to discontinue your membership.

How do I cancel my Premium Membership?

To cancel your Premium Membership, please call our toll-free number, 1.866.229.9449. Our hours are Monday through Thursday, 8:00 AM to 7:00 PM Central Time and Fridays, 8:00 AM to 5:00 PM Central Time.

California residents and international members:  if you wish to cancel your subscription online, send the following information to: cancellation@morningstar.com

I hereby give notice that I wish to cancel my subscription.

Name on account:

Email address:

Phone number (in case we have issues processing your cancellation):

Product you would like to cancel (for example. Morningstar Premium, Mutual Fund Investor Newsletter, Stock Investor Newsletter):

Does cancelling my Premium Membership affect my Free Membership?

No. The same user name and password you used to access the Premium Membership features will still provide you access to all of the free, password-protected areas of the site.

Will I get a refund if I cancel my Premium Membership?

If you call to discontinue your Premium membership within your 14-day free trial, your credit card will not be charged.  If you call to cancel your membership after the 14-day free trial period, your subscription will remain active until the end of your billing month. For annual subscriptions, your membership will discontinue at the end of your billing month and a prorated refund for the remaining subscription term will be issued to your credit card. For monthly memberships, your subscription will discontinue at the end of your current billing month.

Please be reminded that you must call our Premium Membership Team at 1.866.229.9449 in order to discontinue your Premium subscription.

How safe is my information on Morningstar.com?

We understand your concern regarding the security of your information on Morningstar.com. We have set up the internet site with the option of remembering your password when you open the site so you don’t have to log in every time you visit. If you would like to type your password in every time you visit, you can do this. When you click the Log In button at the top right side of the home page, there is a box underneath the email address and password entry that says "Remember my name & password." Just deselect this option by clicking on the check mark. Then you will have to enter the password every time, thus making it more secure.

Also, if you click the Log Out button at the top right side of the black bar whenever you leave the site, you will have to reenter your email address and password when you come back. Consequently, it is not possible for anyone to access your portfolio. This is the recommended course of action for you to take if you use a public (shared) computer (i.e. at a library).

Is it safe to submit my credit card over the Internet using your site?

To ensure the security of your credit card information, the credit card entry pages on Morningstar.com use SSL encryption. Whenever you send your credit card information over the Internet using Morningstar.com, it will always be encrypted. We will never display your entire credit card number on our site; in the area where you may change the credit card number you provide us, we will only display the last few digits of your card number.