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jamiestillman
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General Navigation Tutorial

I have not found a good discussion or post about how to navigate within Morningstar Cloud vs. Morningstar Office.  Is there anything out there?  For example, how to see an account number, how to see the fee that we implemented, how to get a Portfolio Holding Analysis, etc.?

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Community Manager RyanM Community Manager
Community Manager

Re: General Navigation Tutorial

Hi @jamiestillman. Thanks for your question. There are a number of resources to help you get started in Morningstar Office Academy. You might find the getting started videos particularly helpful.

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