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Community Manager Community Manager
Community Manager

Morningstar Community Guidelines

Welcome to Morningstar Community! 

The mission of this online community is to provide a peer-to-peer and direct support channel. It is a central location for education and thought leadership on best practices, where we also ideate with customers directly on how to improve and extend the product platform. 

In order to make Morningstar Community a pleasant place for everyone, we ask that you observe these community rules: 

  1. Be respectful
    Respect people's time and attention by asking well-thought-out questions and sharing what you've learned so far in your experimentation or prior research. Respect people as individuals by keeping your tone positive and your comments constructive. If a fellow customer or a Morningstar employee provides a helpful answer to a question you have posted, please mark their response as a solution by clicking the Accept as Solution button below their post. This will help other community members who are searching for help with the same issue.

  1. Search first
    Your question might have already been asked and answered. To get the information you need quickly and to avoid duplicate posts, please search for your answer before posting a new question or submitting a request for help. (If you do start a new thread, you will see suggestions appear as you enter a title for your post.)   
  1. Be relevant
    Make sure your contributions are relevant to the mission of the community, to the specific discussion style and topic where you post. Please do not post duplicate messages in different areas of the community to avoid fragmenting discussion. If you have a new question, start a new thread rather than interrupting a conversation. Solicitations are rarely relevant. If you have something you want members to join, participate in, or buy, ask us first.
  1. Keep your word
    Don't post anything that would violate any contractual agreements (copyright, trade secret or otherwise) or nondisclosure agreements to which you are a party.
  1. Protect privacy - yours and others'
    Don't share anything about yourself or your organization that you would not want to see on a roadside billboard. Share your business email address if you wish, but don't post personal information-your own or anyone else's-including contact information or any content that you receive in one-to-one communications without the author's consent. If your question does necessitate sharing private account information, please submit a case to our Support team.
  1. Remember, this is user-generated content
    You'll find plenty of good advice here, but remember that your situation, configuration, or implementation may vary from that of the individual sharing a solution. Some advice you find here may even be wrong. Apply the same good judgment here that you would apply to information anywhere on the Internet.

By using these forums, you agree to follow these rules as well as the full Terms of Service  for the Morningstar Community. We thank you, and your fellow community members thank you. Morningstar reserves the right of its moderators to remove any content deemed inappropriate at our discretion. 

The Morningstar Logo and Morningstar Employees 

You will notice that some community members have a small Morningstar logo next to their namesThis means they are Morningstar employees. Like you, they are members of the community around Morningstar products, and we encourage them to share their knowledge and opinions here. 

Feedback & Ideas 

We want this to be the best community it can possibly be, so let us know what you think, or how we can help improve your experience on the Morningstar Community by visiting the Suggestions for Our Community forum. 

We know you have ideas for improving Morningstar products and services; if you are a customer or partner, be sure to visit our idea exchange to submit a new feature enhancement request, or vote for existing ones. Don't forget to review the idea submission guidelines before posting! 


If you have questions for Morningstar that cannot be discussed publicly on the community, please submit a case.

New to Morningstar?

If you are not currently a Morningstar customer, please contact us to learn more about our solutionsWe will be happy to help!