Morningstar Advisor Workstation

Contact | Product Support




	Home


	Advisor Workstation

	Product Overview

	Clients & Portfolios Module

	Research Module

	Sales/Hypotheticals Module

	Planning Module

	Reports/FINRA Compliance


	Support

	Virtual Training Center

	Online Sales Demonstrations

	Workstation Tutorial

	How to Choose

	Quick Start Guide

	Technical Requirements


	Download Software
	Adobe® Acrobat® Reader is required to view PDFs.

Site Highlights

Important Notice Regarding Your Advisor Workstation Subscription Morningstar will now be collecting payment from Advisor Workstation TD AMERITRADE Edition subscribers directly. This new process will give you the ability to pay for your subscription via credit card and offers you the flexibility to choose monthly, quarterly or annual subscription payments. Current subscribers must transition their accounts to Morningstar billing by faxing in this authorization form to 312-696-6010 or by calling 866-431-3969 by August 31, 2008.

Advisor Workstation TD AMERITRADE Edition Now Includes Investment Policy Statements Morningstar is pleased to offer all TD AMERITRADE users the ability to generate Investment Policy Statements (IPS) for their clients. The IPS is included for all Solution 3 subscribers as part of the Planning Module within Advisor Workstation. To access the IPS, launch Morningstar Advisor Workstation. Highlight an existing client record and use the file dropdown menu to select New > Investment Policy Statement. Click here to view a sample IPS report. Click here to access a training guide on using the new IPS statements.

Veo and Morningstar Integration Morningstar Advisor Workstation TD AMERITRADE Edition integrates with the Veo Platform. This integration includes seamless login for Master Account User, seamless import of TD AMERITRADE client data, and custom household creation and import of TD AMERITRADE data. Please contact Morningstar at 866-431-3969 if you have questions.

Learn how Morningstar's Portfolio X-Ray Report can Benefit Your Business The X-Ray Report is the most straightforward way to communicate a portfolio's investment strategy to your clients. Click here to learn more.

Product Update Access the latest release information

FINRA Compliance Morningstar offers FINRA submission letters as reference

Product Comparison Review a comparison of Morningstar's Advisor products

Technical Troubleshooting

Morningstar Advisor Workstation TD AMERITRADE Edition

A Strategic Alliance.
As an independent Registered Investment Advisor using the TD AMERITRADE, you have access to 3 custom solutions of Advisor Workstation giving you access to powerful research, sales, diagnostic, reporting and portfolio tools.

A Trusted Name.
Millions of investors count on the independent and reliable data from Morningstar. It lends instant credibility to your presentations, and positions you as an expert with your clients.

A Research and Analytics Powerhouse.
Let Morningstar help take your research to the next level with one of the industry's most robust investment databases and corresponding reporting tools. Allow Morningstar reports to transform data into easy-to-understand insight. Rely on Morningstar tools to communicate complex concepts simply and clearly to your clients. Count on Morningstar' experience with report design and software development, backed with more than 15 years of feedback from advisors. Frequently make use of proprietary Morningstar methodologies such as our Star Rating™ and Style Box™.

This site offers you an insiders view into the Advisor Workstation TD AMERITRADE Edition. Browse this site to learn more about how to put the power of Workstation and the credibility of Morningstar to work for you.


	© Copyright 2008 Morningstar, Inc. All rights reserved. If you have questions or comments please contact Morningstar. TD AMERITRADE Institutional, Division of TD AMERITRADE, Inc., member NASD/SIPC. TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company, Inc. and The Toronto-Dominion Bank. © 2006 TD AMERITRADE IP Company, Inc. All rights reserved. Used with permission.