Get $30 off the first year
Offer valid on a new annual subscription to Morningstar Premium investment research.
Morningstar Premium offers a suite of investment advice, tools and knowledge to help investors make educated decisions. This paid upgrade of Morningstar’s free service can help investors looking to expand their portfolio, though you might want to look elsewhere for stock trading advice.
Stock trade fee
Minimum deposit to open
$199 per year
Morningstar Premium’s online investment advice service is best for:
Morningstar Premium is all about the quality of the information and advice it offers, including:
While Morningstar offers analysis and advice, its information isn’t perfect in every category of investing.
Sign up in four steps:
Morningstar is an accredited member of the Better Business Bureau, earning an A+ rating based on its internal criteria that includes Morningstar’s business practices, complaints history and time in business. The few reviews on the BBB’s website skew negative, mainly due to the difficulty some customers experienced in canceling their service. Morningstar replied to each complaint.
As of October 2020, TrustPilot gives Morningstar a TrustScore of 2.3/10. Here too, customers complain about the difficulty in canceling their subscription.
Since then they’ve added a new feature to easily cancel memberships. To cancel your membership log in to your account, go to My Account, navigate to “Membership” and click on “Cancel.” You can also cancel your membership by emailing firstname.lastname@example.org.
Headquartered in Chicago, Morningstar has been in business since 1984. It employs more than 5,000 people with services in 27 countries. Morningstar also publishes a quarterly investment guide.
Get familiar with the suite of subscriber tools:
Morningstar supports offices around the world, but new customers in the US can reach customer service by phone or email. Business hours for Morningstar’s customer care agents are Monday and Tuesday from 8 a.m. to 7 p.m. CT and Wednesday to Friday from 8 a.m. to 5 p.m. CT.
Morningstar Premium offers expert investment knowledge and advice. At less than $20 a month, it might pay for itself if you’re looking to invest in mutual funds or diversify your portfolio. But if you’re into numbers and charts or solely invest in stocks, you may want to compare other share trading services.
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