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Elizabeth Employee
Employee

Client Web Portal - New Registration Manual

Morningstar has revamped the registration process when new clients are invited to the Client Web Portal.

Click here for detailed instructions on how your clients can register for the CWP. Save this manual to your local drive and send it to your new clients after you invite them to the CWP. 

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skbodach
Follower ○○○

Re: Client Web Portal - New Registration Manual

Is there a way for new or existing clients can see the Net Worth Reports on the CWP?  From what I understand the client could see it at one point.   

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