Morningstar Cloud (Office Cloud, Direct for Wealth Management, and Direct for Asset Management) will undergo scheduled maintenance on Saturday, April 27th, 2019 at 6:00PM CT. While normal functionality is largely expected throughout this period, users may encounter a maintenance landing page upon login. If you encounter this page, please log out, wait a few minutes, and log in again. We expect to complete maintenance no later than 2:00am CT on Sunday, April 28th.
If you have any questions or concerns, please email your designated Morningstar Client Success Manager (CSM).
Re: Scheduled Maintenance Saturday, April 27th, 2019
Our firm uses Morningstar Office and when double clicking to view a specific position in a portfolio, we are now defaulted to view the information online in our browser. We have a subscription to use Morningstar Direct, but there is a legit reason we are not using that online platform yet, and have delayed using it for as long as possible until you establish a more consistent online version in terms of functionality to what we use in the desktop version. We would like the option to maintain the old functionality when clicking on the position please.