Overview
The My Account section allows you to view and manage your personal information for your Morningstar Investor subscription, including name, company name, email, password, payment method, and subscription details.
You must be logged in to access the My Account section on the Morningstar Investor Australia website.
What You Can Update (Self-Service) Payment Method
Credit cards only can be added or updated
Billing address
Phone number
What You Cannot Update Yourself
Account Name/Name
Company Name
Email Address
Invoices before 2022
Viewing Your Personal Information
Your name, company name, and email address are displayed in a read-only format within your account and cannot be updated directly through the website.
To view your personal information:
Log in to your Morningstar Investor account.
Click on your name, located in the top right-hand corner of the webpage.
Select "My Account" (blue button) from the dropdown menu to view your details.
Managing Billing and Subscription Information
The "Manage Subscription" section provides access to all your billing and subscription details, including your billing address, phone number, subscription renewal date, payment method, and invoices.
To navigate to your billing and subscription information:
Click on your name in the top right-hand corner of the webpage.
Select "My Account" from the dropdown menu.
Scroll down to Check your Subscription renewal date.
Click on the "Manage Subscription" button to be redirected to the billing and subscription information page.
Within this section, you can:
View and update your billing address and phone number.
Access recent and historical invoices (from 2022 onwards).
Manage your payment method.
Updating Billing Address and Phone Number
To update your Billing Address & Phone, follow these steps:
1. Go to premium.morningstar.com.au and sign-in
2. Enter your email address then click on Continue
3. Enter Password to sign-in.
4. After you are signed-in click on your name in the top-right corner.
5. Select My Account from the dropdown menu.
6. Scroll down, under subscription click on “Manage Subscription”.
7. Scroll down to Billing Information and click on Update information.
8. After updating the details click on SAVE
Downloading Recent or Historical Invoices on Morningstar Investor website?
You can view and download your past invoices directly from the Morningstar Investor website. Currently, the earliest available invoice on the website dates back to 2022. For invoices before 2022, please contact Morningstar Investor Support.
To download Invoice, please follow below steps:
Go to premium.morningstar.com.au and sign in.
Enter your email address and click "Continue."
Enter your password to sign in.
Once signed in, click on your name in the top right-hand corner of the webpage.
Select My Account from the dropdown menu.
6. Scroll down, under subscription click on “Manage Subscription”.
7. Scroll down to Invoice History
8. Click on Invoice date and Download Receipt
Available Payment Methods
1. Only Credit or Debit Cards are accepted.
2. Cheque and Bank Transfer are not supported
Updating or Deleting a Credit Card on Morningstar Investor?
Note: You must always have at least one active credit card on file for an active subscription.
If you have only one card on file, it is automatically your default payment method.
To delete this card, you must first add a new card and set it as your default.
Once the new card is set as default, you can delete the old card.
Please follow below steps to update/delete your credit card:
1. Go to premium.morningstar.com.au and sign-in.
2. Enter your email address then click on Continue.
3. Enter Password to sign-in.
4. After you are signed-in click on your name in the top-right corner on the webpage.
5. Select My Account from the dropdown menu.
6. Scroll down, under subscription click on “Manage Subscription”.
7. Click on Add Payment Method to enter your new card details.
8. Once the new card is added, click on the three horizontal dots and choose option Make default
9. Click on the card you want to delete and then click on the three horizontal dots and choose option Delete.
Note: If you need to update only the expiry date of your current credit card, you will need to add it as a new card and then delete the old one, following the steps above.
Updating Email address or Name on an Invoice
If you need to change the Email address or Name displayed on an invoice:
Contact Morningstar Investor Support team on chat.
Share the new email address or Name in the chat before requesting to connect with an agent.
Please be aware that past invoices cannot be altered.
Auto-Renewal Notification
You will receive a payment reminder 15 days before your subscription auto-renews. This reminder lets you review your subscription and update your payment method if needed
Understanding Subscription Renewal Dates
When you check your subscription details on Morningstar Investor, the renewal date displayed might not always align with your expectations. This is often due to the following reasons: Trial Periods: If your account includes a trial period, the renewal date shown may reflect the end of the trial rather than the start of your paid subscription. For example, if your trial ends on 5 February, the website will display this date as the renewal date. Once the trial ends, your paid subscription will automatically begin and run for its full term (e.g., from 5 February 2026 to 5 February 2027). There is no action required on your part, and your access will remain active throughout the current term. The next invoice will only be generated after the paid term ends.
Discount Coupons
Discount coupons can be applied either by using the unique link or Coupon provided in your email or by contacting the Support team.
To avail the Discount coupon you will have to make the payment before the Discount Expires.
If you are on Trial you will have to make the payment before Trial ends. Your paid subscription will start after Trial expires. If you don't make the payment your Trial will expire after 4 weeks.
Resolving Subscription Status Issues
If your paid subscription does not reflect correctly on your account and you find yourself stuck on the "Subscribe/Decide Later" page, this is likely due to cached data in your browser. To resolve this issue: Clear Browser Cache and Cookies: Clearing your browser's cache and cookies can help refresh your session and update your subscription status. Log In Again: After clearing the cache, log in to your Morningstar Investor account to check if the issue is resolved. Use a Different Browser: If clearing the cache and cookies is inconvenient, try logging in from a different browser. This can also refresh your session and pull in the correct subscription status.
Troubleshooting Browser Cache Problems
Browser cache issues are a common cause of subscription status discrepancies. Here are some additional tips to avoid or resolve such problems:
Regularly clear your browser cache and cookies to ensure your account information is up to date.
Use the latest version of your browser to avoid compatibility issues.
If problems persist, consider using an incognito or private browsing mode to log in to your account. By following these steps, you can ensure that your subscription details are accurately reflected and avoid unnecessary interruptions to your Morningstar Investor experience.
Managing a Morningstar Investor Subscription for Someone Else
If you are considering purchasing a Morningstar Investor subscription for someone else, it is important to understand the process for account registration, payment, and receipt issuance. Below is a comprehensive guide to help you manage these aspects effectively.
Overview
Morningstar Investor allows you to register an account in another person’s name and manage the payment and receipt details accordingly. This flexibility ensures that the subscription can be tailored to the recipient’s needs while allowing you to handle the financial aspects.
Registering an Account in Another Person’s Name
To register an account for someone else:
During the registration process, enter the recipient’s name and email address. This ensures that the account is created in their name and they receive all relevant communications.
Once the account is registered, you can proceed to manage the payment details separately if needed.
Completing Payment on Behalf of the Recipient
If you wish to pay for the subscription after registering the account in the recipient’s name:
Navigate to the My Account section of the Morningstar Investor platform.
Complete the payment process on behalf of the recipient. This allows you to ensure the subscription is active without requiring the recipient to handle the payment themselves.
Receipt Issuance and Tax Considerations
The receipt for the subscription will be generated using the account name entered during registration. Therefore:
If you register the account in the recipient’s name, the receipt will be issued in their name.
This is particularly important for tax purposes, as the name on the receipt will reflect the registered account holder.
Conclusion
By following these steps, you can seamlessly manage a Morningstar Investor subscription for someone else. This includes registering the account in their name, completing payment on their behalf, and ensuring the receipt is issued correctly. This flexibility makes it easy to gift a subscription or manage it for a family member or friend.
How do trial periods, auto-renewal, and billing work for Morningstar Investor subscriptions?
Morningstar Investor offers flexible subscription options, including trial periods, to help users explore the platform before committing to a paid subscription. Below, we explain how trial periods work, the auto-renewal policies, and the billing process after a trial ends.
Overview of Trial Periods
Morningstar Investor provides free trial periods that allow users to explore the platform without requiring payment details upfront. For example, the 4-week free trial does not require a credit card, and access to the platform simply pauses once the trial ends. This ensures that users can try the service risk-free without worrying about unexpected charges.
Auto-Renewal Policies
Trials that do not have auto-renewal enabled and lack payment details on file will not automatically convert into paid subscriptions. If you are on such a trial, your access will end when the trial period expires, and no charges will be applied. This policy ensures that users have full control over whether they wish to continue with a paid subscription.
Billing Processes Post-Trial
If you decide to transition from a trial to a paid subscription, billing will only occur after you manually initiate payment. For trials that require payment details upfront, your account may remain in a trial state until the trial period ends. Once the trial expires, the paid subscription activates, but you will not be charged again simply because the account shows as a trial before activation.
Frequently Asked Questions
Why does my account still show a trial after I’ve paid, and will I be double charged?
Your account can remain in a trial state until the trial period ends. After the trial expires, your paid subscription activates. You won’t be charged again just because it shows as a trial before activation.
Will I be charged automatically after my Morningstar Investor 4-week free trial ends?
No. The 4-week Morningstar Investor trial does not require a credit card, so you won’t be charged automatically when it ends. Access simply pauses after the 28-day trial finishes.
If I’m on a trial without auto-renew or payment details on file, will my account renew automatically?
No. If your trial is not set to auto-renew and there are no payment details on file, it will not renew into a paid subscription when the trial ends.
By understanding these policies, you can make informed decisions about your Morningstar Investor subscription and enjoy a seamless experience.
Account Access and Usage Policies for Morningstar Investor
Morningstar Investor accounts are designed for individual use and are tied to a single user profile, including name, email, and login credentials. The platform maintains this structure to ensure account integrity, security, and proper subscription management.
Single-User Policy
Each Morningstar Investor account operates with one set of credentials and is intended for access by a single user. The platform does not provide functionality to create or manage multiple user profiles under a single subscription. All account activity is linked to a single user identity.
Account Access Structure
Account access is managed through a single login. Subscription details, billing information, and invoices are associated with that individual account and can be managed through the account settings section.
Account Sharing Guidelines
While users have control over their login credentials, sharing account access is not recommended. Shared usage may not align with Morningstar’s intended usage model and could introduce potential security risks or inconsistencies in account management.