Week 4

Morningstar Direct for Wealth Management | Marketing & Sales

Alerts

Create alerts on investments, portfolios, category changes and more to stay on top of the latest changes.

Creating Alerts

Monitor changes to a fund’s Morningstar Rating or Morningstar Category.

Note Manager

Document and share investment information with your team members within the organization.

Creating Notes

Create a series of notes on your investments concerning performance, ratings, and more.