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Reports that Get Results
Morningstar Advisor Workstation TD AMERITRADE Edition produces concise, visually compelling reports that strengthen your presentation efforts. They help you communicate your recommendations and investment advice.

Easy to Create and Deliver.
Most TD AMERITRADE Edition reports are FINRA-reviewed, so you can use them in many sales situations. All are generated in standard PDF format, giving you the flexibility to print them for presentations, save them for client portfolio maintenance, or share them with prospects for an instant portfolio update or proposal addendum. Plus, the TD AMERITRADE Edition is Web-based and uses the most current information in our databases, so your reports will always contain the most up-to-date information.

FINRA Compliance 
Morningstar has a copy of the FINRA-letters on file for all of these compliant reports:

  • Fund Detail
  • VA SubAccount Detail
  • VL SubAccount Detail
  • ETF Detail
  • Portfolio Snapshot
  • Portfolio X-Ray
  • Stock Intesection
  • Hypothetical Report




 
 
   
   
     
 
 
 
Mutual Fund Detail
[All Modules]
Highlights key performance, investment style, portfolio, and operations information in a single-page NASD-compliant format.

NASD Compliant
     
Stock Detail
[All Modules]

Includes proprietary Morningstar Stock Grades
for profitability, growth,
and financial health, along with the Morningstar Fair Value measure.

NASD Compliant
     
VA/L Subaccount Detail
[All Modules]
Provides comprehensive coverage at both the subaccount and policy level, with tools that allow meaningful comparisons
to other managed product types.
NASD Compliant
     
     
Risk/Needs Assessment
[Planning]
Summarizes the client’s
risk scoring and suggested asset mix with historical performance data for the suggested asset mix.
Advisor-Use Only
     
Goals Overview
[Planning]
Creates an overview of all
of a client’s investment goals, possibilities for future asset growth, and probabilities of achieving each goal.
Advisor-Use Only
     
Individual Hypothetical
[Sales]
Illustrates historical performance in an NASD-compliant Hypothetical Report that can be given directly to clients.
NASD Compliant
     
     
Portfolio Hypothetical
[Sales]
Shows how each security within a portfolio contributes to the overall performance of the portfolio.
NASD Compliant
     
Comparison Hypothetical
[Sales]
Highlights the performance of an investment in comparison with competing funds or a Select List.
Advisor-User Only
     
Portfolio Snapshot
[All Modules]
Provides an in-depth synopsis of the client's portfolio, with asset-class and investment style breakdowns, performance information and top holdings.
NASD Compliant
     
     
Portfolio X-Ray
[Clients & Portfolios]
Includes detailed relative sector exposure, investment style breakdowns, top holdings for the overall portfolio, and regional exposure.
NASD Compliant
     
Stock Intersection
[Clients & Portfolios]
Identifies cumulative exposure to individual equities, based on stock holdings and the underlying holdings of the managed products in the portfolio.
NASD Compliant
     
Portfolio Comparison Report
[All Modules]

Includes proprietary Morningstar Stock Grades
for profitability, growth,
and financial health, along with the Morningstar Fair Value measure.

Advisor-User Only