We are proud to unveil Mia, Investor's AI-powered support assistant.

Mia is a cutting-edge chatbot designed to redefine your support experience with Morningstar Investor.

Mia represents a significant leap forward in how you interact with Morningstar Investor, bringing instant, intelligent, and tailored assistance directly to your fingertips, whenever you need support.

At Morningstar our mission is to empower Investor Success; Mia is designed to save you time and drive efficiencies so that you get more out of Investor, in less time. This aligns perfectly with our mission.

Mia symbolises our first step in leveraging AI technology on Investor, to support your needs, and we can’t wait for you to experience everything she has to offer.

Mia is Morningstar Investor’s latest innovation – a digital virtual assistant powered by advanced natural language processing and machine learning technologies.

Developed to streamline user support, Mia is equipped to answer your Investor support queries instantly, provide guidance, and offer step-by-step instructions for key Investor functionalities, helping you make the most out of Investor without interrupting your workflow.

At Morningstar, we understand that life gets busy. Time is critical, and access to information is essential. Mia ensures you get answers quickly and efficiently 24/7, reducing reliance on traditional support channels and enabling you to focus on what matters most to you; whether looking for new investment ideas, tracking your investment goals and portfolio performance or reading up on our latest editorial articles.

Getting started with Mia is easy. When you log in to your Morningstar Investor account, select the floating blue button in the bottom right-hand corner of your screen.

The Chat Window will open, and you can ask your question by selecting Chat with us.

Mia is fully integrated into the Morningstar Investor platform, ensuring you can access support directly from the page you’re on, without the need for additional installations, applications or a separate browser.

Asking Mia questions is simple and convenient.

Just select the Chat with us tile from the Home or Messages section, and type in your query. Mia will search through all our existing content to find the best answer for you. While the response time depends on the complexity of your question, Mia will typically provide an answer within seconds.

You can also ask follow-up questions, or even completely unrelated ones, within the same conversation, making it easy to explore multiple topics quickly.

We have strict measures in place to protect data. While Mia is a powerful tool, like all AI, she’s not perfect, so it’s best to keep sensitive information out of conversations.

Security

Once Mia has provided you with a correct answer, type ‘Yes’ when asked ‘Was that helpful?’. This lets Mia know that the information was correct and will help her improve her responses in the future.

Your feedback and continued use of Mia play a vital role in making her smarter and more effective every day. Don’t forget to rate her performance using the simple emoji CSAT feature at the end of each conversation.

Just select an emoji that reflects your experience, add a comment and submit - it’s quick and easy! Your input not only helps us improve Mia but also enhances the team’s ability to support you better.

Thank you for helping us make Mia the best they can be!

Not only do you benefit from 24/7 Availability, Mia delivers clear, step-by-step instructions in plain language. Mia is always online, ready to provide support at a time that suits your needs.

Mia learns and adapts over time, ensuring responses become more relevant and precise with continued use.

We have also added a few features to the Chat window to make your life easier.

Scrolling down the Home screen allows you to access additional options to make your life easier.

The top of the window will show your recently asked questions and a field allowing you to open a new conversation.

We have also made it easier to report any bugs or issues you may be experiencing, directly from the chat window!

Just select Create a ticket in the Home section of your chat window and fill in the required fields to raise the issue with our team. You will be able to view the details and track the status of your ticket within the Messages section of your chat window.

You can also now book a one-on-one demonstration with our consultant to get the most out of your investor subscription. Just select the Book your Live Personalised Session button and book a session in the calendar.

We have added a link to our help articles, while we build our new FAQs Help Centre.

We are constantly looking to improve Investor and make it a better experience for investors like yourself. We have made it easier for you provide feedback - Just scroll down to the bottom of the Home section in your chat window and select Provide Feedback. You’ll be directed to a survey and feedback section.

Further down you will find our Privacy Policy.

You can review or ask additional questions from the message section.

The messages section also allows you to revisit in-app messaging you may have closed or missed. Simply click on the message to interact with the content.

We are also introducing a News feature in the Help Centre window. Here you will be able to find the latest updates and improvements to Investor, as well as any important notifications.

You can open the content without leaving Morningstar Investor. Interacting with the news will open within the chat window, along with any subsequent links therein. Allowing you to stay up to date with our improvements – without interrupting your workflow.

Mia comes with a sleek, easy-to-navigate Help Centre designed to help you quickly find the information you need. All content is now categorised, making it easier than ever to locate what you’re looking for.

You can always ask Mia – she is faster and will surface the content as well as an articulate summary of the content. We have also added a link to return to Morningstar Investor’s homepage, in case you can't get to your account.

Additionally, you can easily rate the articles you access. This feedback helps us improve the quality and relevance of the content that feeds Mia, ensuring she continues to deliver accurate and helpful answers.

The launch of Mia is more than a new feature – it's the beginning of a transformative journey. Mia is our first step on this journey, but our Product team are looking at other exciting use cases in the future.

We’re excited to bring Mia to our Morningstar Investor community and look forward to hearing your feedback as we continue to refine and expand its capabilities.

We’re excited to bring Mia to our Investor community and look forward to hearing your feedback as we continue to refine and expand its capabilities. Together, let’s embrace the future of intelligent support.

Discover Mia’s potential today – because innovation is more than technology; it’s about empowering people.