Beware of signing up for 7 days trial. I tried that and after a couple of minutes I tried to cancel it. It was not easy - I thought I finally cancelled it. But I was charged May 19th. I replied on... See more
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Poor fact sheet and product risk transparency e.g. if filtering on global fixed interest products, in most cases cannot see in what countries the “global” bonds are issued and the denominated currency... See more
Company replied
Abysmal experience. New "improvements" were the opposite. They have no idea what advisors need. Inconsistent quality of data, brutal search refinement capabilities. Finally, I gave up. Went to canc... See more
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The reviews of individual stocks, funds and ETFs are good. Their suggestions for investing are so-so, touting a good dividend payor who hasn't increased its divdend in years! But the real problem is... See more
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1.8
Poor
130 reviews
No history of asking for reviews
This company hasn't invited their customers, so reviews may not be representative
Replied to 88% of negative reviews
Typically replies within 2 weeks
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
Beware of signing up for 7 days trial
Beware of signing up for 7 days trial. I tried that and after a couple of minutes I tried to cancel it. It was not easy - I thought I finally cancelled it. But I was charged May 19th. I replied on the email and it is not monitored. Gave me an email to contact . It came undelivered. I called at (866) 229-9449. They claim they will refund. Well they did not refund instead charged my card again. With the undelivered email which is indicative of cutting departments I think this company is desperate for minute amount of money. Be careful.
19 May 2026
Unprompted review
Reply from Morningstar
Thanks for reaching out and letting us know about the issues you've experienced with our support. We're very sorry to hear that your expectations weren't met, and we completely understand how frustrating this can be.
Providing excellent support is very important to us, and it’s clear we’ve fallen short in this instance. We’re working hard to ensure our team is better equipped to assist you moving forward.
If there’s anything we can do to make this right, please don’t hesitate to get in touch at joe@morningstar.com or give us a call on +1 312 424-4288. We’re here to help and appreciate your patience as we improve.
Thanks again for bringing this to our attention.
Regards,
Morningstar
I used Morningstar for about two years
I used Morningstar for about two years, and overall my experience was mixed. On the positive side, it did help me discover Lithium Argentina, which turned out to be a very profitable investment in a company I had never heard of.
That said, this was the main standout benefit for me. While the platform is decent for researching businesses, much of the core financial information (like balance sheets) is available for free elsewhere.
In the end, Morningstar didn’t offer enough additional value to keep me as a long-term subscriber. It’s a solid tool, but depending on your needs, you may find similar information without the subscription.
7 August 2025
Unprompted review
Reply from Morningstar
Thank you for taking the time to share your feedback with us. We always appreciate hearing from our users, as it helps us understand what’s important to you and how we can improve.
We understand that certain features or functionalities are important to you, and we’re continuously working to enhance our platform. Your comments and suggestions have been shared with our development team for consideration in future updates.
We’re always striving to improve, and your feedback is invaluable to that effort. If you would like to speak to one of our team members, please don’t hesitate to contact us at joe@morningstar.com or give us a call on +1 312 424-4288.
Thanks again for helping us improve!
Regards,
Morningstar
Morningstar has great data but the apps…
Morningstar has great data but the apps are just OK
5 November 2025
Unprompted review
Reply from Morningstar
Thank you for taking the time to share your feedback with us. We always appreciate hearing from our users, as it helps us understand what’s important to you and how we can improve.
We understand that certain features or functionalities are important to you, and we’re continuously working to enhance our platform. Your comments and suggestions have been shared with our development team for consideration in future updates.
We’re always striving to improve, and your feedback is invaluable to that effort. If you would like to speak to one of our team members, please don’t hesitate to contact us at joe@morningstar.com or give us a call on +1 312 424-4288.
Thanks again for helping us improve!
Regards,
Morningstar
Mac Folks: READ THIS REVIEW
If you're a Morningstar fan using Safari on a Mac, then BUYER BEWARE! Sure you could switch to Google Chrome, but maybe you're like me and feel that Safari is safer.
Safari may be "safer" for privacy and security reasons, but if the data you're getting from Morningstar is completely INACCURATE then you're not safe at all!
I apologize for the length of this review but the situation I'm about to reveal IS very nuanced. If I could attach a screenshot it would be so much easier but I don't see a way to do that so I'm going to try to tell you how to best replicate the situation I'm describing.
I learned this the hard way: I used Morningstar stats to make my buying and selling decisions which I then executed on the Vanguard website; only later to discover the errors. Some costly. My own fault, for sure. But I was relying on paid-for data from a reputable company.
Keep in mind my specifics as you read along in the event your situation may be different.
I use the most up-to-date version of Safari on a bought-new, one-year old MacBook Air. (I can't speak to the mobile app.)
Try this experiment to see if you may have fallen victim to any of these INACCURATE DATA situations....
1. On Morningstar's website set up a few Watchlists with a variety of STOCKS from different industries. Because mutual funds and ETFs are less volatile, use only stocks for this experiment. (The more securities you add the better chance you will have to discover what inaccuracies I'm referring to.)
2. SAVE a "view" which includes a MINIMUM of THESE SIX CATEGORIES within your customizable columns:
A.) PREVIOUS CLOSE
B.) OPEN PRICE
C.) ONE DAY LOW
D.) ONE DAY HIGH
E.) LAST PRICE
F.) DAY CHANGE %
3. Log in the next morning and take a look. Look closely because it's easy to miss if you have a lot of securities included. What are you looking for? It's subtle, until you begin to recognize its horrifying frequency.
4. Look for stocks that show a POSITIVE % change for the day when the PREVIOUS CLOSE stated is actually HIGHER than the LAST PRICE stated. And vice-versa. Look for securities which show a NEGATIVE % change for the day when the PREVIOUS CLOSE stated is LOWER than the LAST PRICE.
5. And it's not just those two examples, if you look closely and actually do the math. Those are just the obvious ones, but there are more. Oh yes, there are more...
For example, you may see a stock showing a POSITIVE 5% change so far today when the PREVIOUS CLOSE for said stock was $123, but it's LAST PRICE states: $123.04. Yes, that's a POSITIVE % change, but it's nowhere close to being accurate! Likewise, for the negative. A stock showing a NEGATIVE 2.2% change may have a PREVIOUS CLOSE of $123, but it's LAST PRICE states: $81. Again, these are harder to notice until you begin looking for them, as I did.
6. Check for this over a period of a few days/ weeks using the same terms I've outlined and I guarantee you will begin to spot these types of inaccuracies. In fact, you will be SHOCKED to discover how often it happens. Unfortunately, while there are consistently inaccuracies under this scenario, the inaccuracies themselves are inconsistent.
I have at least a dozen WATCHLISTS established on Morningstar with anywhere from 20- 45 securities on each and this situation happens to me EVERY SINGLE DAY. I can no longer trust them for data. And I can't predict where the inaccurate data will be from one day to the next.
And before you start to think I'm just some cranky lady out to write a bad review, consider this...
7) Since at LEAST October of 2025 (and this is March 2026) I have been emailing Morningstar with screenshots (date and time-stamped, of course) pointing out these issues. In the beginning, I was repeatedly told: refresh your screen; log out and log back in; clear your cache and cookies, until I went postal on them, claiming no one was listening to me.
Some time in January I got aligned with a particular person who began telling me they were working on it. Weeks passed, so I sent another email. The follow-up said: We're working on it.
I have since sent at LEAST another dozen emails with screenshots supporting my claims only to be told the same thing each time. So.... I HAVE tried to work things out with them. I have demanded a refund for my last subscription which I only renewed in December because I had reason to believe I was finally being taken seriously. As of today, March 11, 2026, they are still telling me they are working on it and expect to have it fixed "by the end of the week."
10 March 2026
Unprompted review
Reply from Morningstar
Thank you for taking the time to share your feedback with us. We always appreciate hearing from our users, as it helps us understand what’s important to you and how we can improve.
We understand that certain features or functionalities are important to you, and we’re continuously working to enhance our platform. Your comments and suggestions have been shared with our development team for consideration in future updates.
We’re always striving to improve, and your feedback is invaluable to that effort. If you would like to speak to one of our team members, please don’t hesitate to contact us at joe@morningstar.com or give us a call on +1 312 424-4288.
Thanks again for helping us improve!
Regards,
Morningstar
I have been a premium member for years…
I have been a premium member for years and this is my last year finishing in November.
They just changed the layout of the website it jumps around using it on an iPhone.
Why would you make it less user friendly.
I
9 March 2026
Unprompted review
Reply from Morningstar
Thank you for taking the time to share your feedback with us. We always appreciate hearing from our users, as it helps us understand what’s important to you and how we can improve.
We understand that certain features or functionalities are important to you, and we’re continuously working to enhance our platform. Your comments and suggestions have been shared with our development team for consideration in future updates.
We’re always striving to improve, and your feedback is invaluable to that effort. If you would like to speak to one of our team members, please don’t hesitate to contact us at help.au@morningstar.com or give us a call on 1800 03 44 55.
Thanks again for helping us improve!
Regards,
Morningstar
Setting up Morningstar portfolio
Tried to help friend set up portfolio on new platform. Not at all intuitive and very difficult to understand way too many options. The old legacy platform which I have is so much easier to use and gives us retail investors all the data we need easily accessible. Unfortunately Morningstar is only focused on a product for the professional sophisticated investor. I can no longer recommend Morningstar as a valuable tool to friends who are retail investors. If Morningstar was smart they would offer 2 products ….with the new platform being the product for a very seasoned and or investment professional. A product similar to the legacy platform for the average retail investor. Need to hire a marketing director who understands the entire investor marketplace and invest in some focus groups!
18 February 2026
Unprompted review
Reply from Morningstar
Thank you for taking the time to share your feedback with us. We always appreciate hearing from our users, as it helps us understand what’s important to you and how we can improve.
We understand that certain features or functionalities are important to you, and we’re continuously working to enhance our platform. Your comments and suggestions have been shared with our development team for consideration in future updates.
We’re always striving to improve, and your feedback is invaluable to that effort. If you would like to speak to one of our team members, please don’t hesitate to contact us at joe@morningstar.com or give us a call on +1 312 424-4288.
Thanks again for helping us improve!
Regards,
Morningstar
Mixed review - poor website performance
The reviews of individual stocks, funds and ETFs are good. Their suggestions for investing are so-so, touting a good dividend payor who hasn't increased its divdend in years! But the real problem is function of their website -too often slow as molasses, some parts not working or providing very incomplete data. They badly need to upgrade or change their provider.
31 December 2025
Unprompted review
Reply from Morningstar
Thank you for taking the time to share your feedback with us. We always appreciate hearing from our users, as it helps us understand what’s important to you and how we can improve.
We understand that certain features or functionalities are important to you, and we’re continuously working to enhance our platform. Your comments and suggestions have been shared with our development team for consideration in future updates.
We’re always striving to improve, and your feedback is invaluable to that effort. If you would like to speak to one of our team members, please don’t hesitate to contact us at joe@morningstar.com or give us a call on +1 312 424-4288.
Thanks again for helping us improve!
Regards,
Morningstar
Simply the best data provider
Simply the best data provider and client portfolio management tools. More features, more innovations, and great integration. Also, no one in the business has a better trained staff. ALL for a very fair price.
3 November 2025
Unprompted review
Scammer published article about clone website Researchvision.com on Morningstar website
Can't trust their published article as a scammer published a clone company website of Research Vision Limited. Which was confirmed as a scam by their owners.
Please take responsibility of the lost investment which utilised your Platform to host their article with names of Researchvision.com scam domain.
I have sent you details about the scam over your complaint email. Please share details about the scammer who published the article.
3 November 2025
Unprompted review
Bad and disappointed
Very bad and disappointed. Fair value estimate does not provide any alpha. The portfolio monitoring tool is not working well, especially following introduction of new design.
10 December 2025
Unprompted review
Reply from Morningstar
Thank you for taking the time to share your feedback with us. We always appreciate hearing from our users, as it helps us understand what’s important to you and how we can improve.
We understand that certain features or functionalities are important to you, and we’re continuously working to enhance our platform. Your comments and suggestions have been shared with our development team for consideration in future updates.
We’re always striving to improve, and your feedback is invaluable to that effort. If you would like to speak to one of our team members, please don’t hesitate to contact us at joe@morningstar.com.
Thanks again for helping us improve!
Regards,
Morningstar
A totally frustrated paid subscriber
I have been a paid subscriber for years. Their fund analysis has been my go-to guide for fund purchases. The problem with the company is their website. It is infuriatingly frustrating to use- its portfolio manager is broken over 50% of time when I want to use it. It lags the market by many, many minutes, sometime by hours. It is essentially useless. I had to go to other tools to see my portfolio during the day and see MS portfolio at end of the day! I have been providing my feedback to them but got no response. Today is Sunday, and I went to their site. Guess what? MS Portfolio is down! That is my last straw. I am cancelling.
30 November 2025
Unprompted review
Reply from Morningstar
Thank you for taking the time to share your feedback with us. We always appreciate hearing from our users, as it helps us understand what’s important to you and how we can improve.
We understand that certain features or functionalities are important to you, and we’re continuously working to enhance our platform. Your comments and suggestions have been shared with our development team for consideration in future updates.
We’re always striving to improve, and your feedback is invaluable to that effort. If you would like to speak to one of our team members, please don’t hesitate to contact us at joe@morningstar.com or give us a call on +1 312 424-4288.
Thanks again for helping us improve!
Regards,
Morningstar
no such thing as a free trial??
i tried signing up for a 7 day free trial and was directed to a so many hundred dollar annual subscription page
29 November 2025
Unprompted review
Reply from Morningstar
Thanks for reaching out and letting us know about the issues you've experienced. We're very sorry to hear that your expectations weren't met, and we completely understand how frustrating this can be.
If there’s anything we can do to make this right, please don’t hesitate to get in touch at joe@morningstar.com .
Thanks again for bringing this to our attention.
Regards,
Morningstar
Features don't always work
Many of their features are nice. However, many of those do NOT actually work. Several of brokerage accounts do not sync with their investor account though those brokerage accounts do sync with other sites. These problems keep on repeating and they just can't fix it!
18 November 2025
Unprompted review
Reply from Morningstar
Thank you for taking the time to share your feedback with us. We always appreciate hearing from our users, as it helps us understand what’s important to you and how we can improve.
We understand that certain features or functionalities are important to you, and we’re continuously working to enhance our platform. Your comments and suggestions have been shared with our development team for consideration in future updates.
We’re always striving to improve, and your feedback is invaluable to that effort. If you would like to speak to one of our team members, please don’t hesitate to contact us at joe@morningstar.com or give us a call on +1 312 424-4288.
Thanks again for helping us improve!
Regards,
Morningstar
I love reading the replies to users who…
I love reading the replies to users who are really angry. It reminds me of the recorded phone responses that users get from banks and other such organisation. The replies always start off with "Thank you for taking the time........" Morningstar - keep up the good work with your responses. AI generated?
1 November 2025
Unprompted review
Poor fact sheet and product risk…
Poor fact sheet and product risk transparency e.g. if filtering on global fixed interest products, in most cases cannot see in what countries the “global” bonds are issued and the denominated currency. With the increasing risk of U.S. 38T debt and USD imploding this is of huge importance but Morningstar seems asleep at the wheel.
24 September 2025
Unprompted review
Reply from Morningstar
Thank you for taking the time to share your feedback with us. We always appreciate hearing from our users, as it helps us understand what’s important to you and how we can improve.
We understand that certain features or functionalities are important to you, and we’re continuously working to enhance our platform. Your comments and suggestions have been shared with our development team for consideration in future updates.
We’re always striving to improve, and your feedback is invaluable to that effort. If you would like to speak to one of our team members, please don’t hesitate to contact us at joe@morningstar.com.
Thanks again for helping us improve!
Regards,
Morningstar
Too stupid to do business with
These people are as close to inbred as you can get. They have a website that does not show the funds for sale. Great job! When I go to an investment website, I want to see the investment opportunities. I have no idea who in the entire world wants to see all the junk on your website when investors can't even find your funds. There's no possible way I will ever do business with you. How are you even selling?
24 August 2025
Unprompted review
Reply from Morningstar
Thank you for taking the time to share your feedback with us. We always appreciate hearing from our users, as it helps us understand what’s important to you and how we can improve.
We understand that certain features or functionalities are important to you, and we’re continuously working to enhance our platform. Your comments and suggestions have been shared with our development team for consideration in future updates.
We’re always striving to improve, and your feedback is invaluable to that effort. If you would like to speak to one of our team members, please don’t hesitate to contact us at joe@morningstar.com or give us a call on +1 312 424-4288
Thanks again for helping us improve!
Regards,
Morningstar
Watch out for these cons and crooks
Watch out for these cons and crooks. They continue to charge my credit card for services I cancelled. After calling to complain, they prorated my account for 1 month's usage despite the fact I had not logged in for years. Employees working for Morningstar deserve jail time.
21 August 2025
Unprompted review
Reply from Morningstar
Thanks for reaching out and letting us know about the issues you've experienced with our support. We're very sorry to hear that your expectations weren't met, and we completely understand how frustrating this can be.
Providing excellent support is very important to us, and it’s clear we’ve fallen short in this instance. We’re working hard to ensure our team is better equipped to assist you moving forward.
If there’s anything we can do to make this right, please don’t hesitate to get in touch at joe@morningstar.com or give us a call on +1 312 424-4288. We’re here to help and appreciate your patience as we improve.
Thanks again for bringing this to our attention.
Regards,
Morningstar
Morningstar has priced itself completely out of the market
I have used the watchlist functionality of Morningstar for probably 2 decades. Now these idiots apparently think that people are willing to pay $249 per year for this very basic functionality. Morningstar has now become obsolete as you can't use the watchlist functionality anymore without a paid subscription. They will loose millions of users on their platform and hence a lot of advertising revenue. This will go down in history as a major mistake. Morningstar is dead.
12 July 2025
Unprompted review
Reply from Morningstar
Thank you for taking the time to share your feedback with us. We always appreciate hearing from our users, as it helps us understand what’s important to you and how we can improve.
We understand that certain features or functionalities are important to you, and we’re continuously working to enhance our platform. Your comments and suggestions have been shared with our development team for consideration in future updates.
We’re always striving to improve, and your feedback is invaluable to that effort. If you would like to speak to one of our team members, please don’t hesitate to contact us at joe@morningstar.com
Thanks again for helping us improve!
Regards,
Morningstar
The site is informative, but some stuff is annoying
I like your site.. informative with most of the info i need to make my investment decisions. But a couple of things i would like to point out. Feedback link isnt working. And more importantly, every time i change or sort anything in my portfolios or watchlists, it asks me if i want to save it.. This is REALLY ANNOYING. I will save it when i want to. Stop asking me that!
25 April 2025
Unprompted review
Reply from Morningstar
Thank you for taking the time to share your feedback with us. We always appreciate hearing from our users, as it helps us understand what’s important to you and how we can improve.
We understand that certain features or functionalities are important to you, and we’re continuously working to enhance our platform. Your comments and suggestions have been shared with our development team for consideration in future updates.
We’re always striving to improve, and your feedback is invaluable to that effort. If you would like to speak to one of our team members, please don’t hesitate to contact us at joe@morningstar.com or give us a call on +1 312 424-4288.
Thanks again for helping us improve!
Regards,
Morningstar
Portfolio manager removed
Morningstar decided to remove the most useful functionality on their website. I cannot for the life of me understand why such a decision would be taken. Many investors have relied on this for years to follow up on their portfolio
17 April 2025
Unprompted review
Reply from Morningstar
Thank you for taking the time to share your feedback with us. We always appreciate hearing from our users, as it helps us understand what’s important to you and how we can improve.
We understand that certain features or functionalities are important to you, and we’re continuously working to enhance our platform. Your comments and suggestions have been shared with our development team for consideration in future updates.
We’re always striving to improve, and your feedback is invaluable to that effort. If you would like to speak to one of our team members, please don’t hesitate to contact us at retail-intl-feedback@morningstar.com.
Thanks again for helping us improve!
Regards,
Morningstar
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