Overview
Morningstar Investor Australia offers a comprehensive 4-week (28-day) free trial designed to provide new users with a risk-free, full-access introduction to the platform. This trial allows you to explore all features and tools without any commitment.
What's Included in the Free Trial?
During your 4-week free trial, you will have unlimited access to the following:
Full Feature Access: Explore all premium research, insights, and investment tools available on the platform.
No Credit Card Requirement: Begin your trial without the need to enter any payment information.
Unlimited Usage: There are no caps or limitations on feature usage during the trial period.
Support Access: Trial users can contact Morningstar Investor Support for assistance, just like paid members.
Complimentary Shares: Your free trial automatically includes complimentary access to Sharesight.
How to Activate Your Free Trial
Follow these steps to activate your 4-week free trial for Morningstar Investor Australia:
Go to the Morningstar.com.au website.
Click on "Try Morningstar Investor," which is located in the top right corner of the webpage.
Click on the "Start Now" button, highlighted in blue.
Enter the required details to create your account.
If applicable, include your SMSF (Self-Managed Super Fund) account details under the company information section.
Click the "Signup" button to complete your registration.
Check your email inbox for a verification link. Click on this link to verify your account, which will then activate your free trial.
Frequently Asked Questions about the Free Trial
Can I start another free trial if I've had one before?
The free trial is exclusively available to new clients. It cannot be combined with other promotions, used to extend an existing membership, or accessed by individuals who have previously had a free trial. This offer is also available only to Australian residents.
Do I need to enter my credit card to start the trial?
No, you do not need to enter any payment details to start your free trial. You can sign up by simply creating your account and begin exploring the platform risk-free.
What happens after the free trial ends?
After the 4-week trial period concludes, your access to the Morningstar Investor platform will automatically pause. Since no credit card was required for the trial, there will be no surprise charges. No need to contact support team for this. If you wish to continue using the platform, you will have the option to upgrade to a paid annual membership, which costs AUD $675 per year.
Can I cancel my free trial?
You do not need to formally cancel your free trial, as no payment details are collected, and it will automatically expire after 28 days. However, if you wish to end your trial early for any reason, you can contact Morningstar Investor Support for assistance.
Will I lose my data after the free trial ends?
No, your data and any saved settings or portfolios will be stored even after your trial ends. You can upgrade to a paid membership at any time to continue from where you left off without losing your information.
What does it mean if I receive a call or email about a demo?
Morningstar provides an onboarding specialist for trial users to help them make the most of their experience. These specialists may reach out to offer guidance and support. They can also conduct a 30–45 minute Zoom demo session to explain the platform's features, tools, and research in detail. You may also find links in onboarding emails to self-book these demo sessions at your convenience.
Can I reschedule my demo session?
Yes, if you have a demo session scheduled and need to change the time, you can easily reschedule it. Please contact Morningstar Investor Support with your preferred new date and time.
Subscription Pricing After the Trial
Once your free trial concludes, the standard pricing for a Morningstar Investor Australia subscription is AUD $675 per year.
Morningstar Investor Australia currently does not offer monthly or multi-year subscription options.