.content-paragraph-page.page-transitioning-as-a-team .tile-modal .ti-text{ font-size: 50px; } Morningstar advisor workstation provides advisors with client reporting, reporting hypothetical illustrations and planning tools. background-size: 16px; main .content-paragraph-page.page-schwab-advisor-services .tile-news-bulletins .views-row .views-field-title a.sch-btn-cta-white, color: #0066cc; } If you would like to join MorningstarAdvisor.com for free, Click here. All while serving existing clients with ongoing updates and prospecting for new ones. .tile-entrust-schwab-bank-with-your-clients-trust-and-banking-assets .ti-wrapper .ti-inner-wrapper .ti-h .article-heading{color: rgb(51, 51, 51)!important;font-size: 20px!important;font-weight: 600!important;} Morningstar Managed Portfolios Advisor and Investor Login. @media (max-width: 991px) { top: -118px; float: left; margin-right: 10px !important #block-staticfooterlinks div.col-md-2 ul { font-weight: normal !important; .article-page .main-content .article-heading-h2{ This topic explains how to import data into Morningstar Office from Microsoft Excel. main .tile.tile-scroll-to-menu .ti-inner-wrapper .hm-item{ .article-page .box{position:relative;} Morningstar Office , a web-based solution for independent financial advisors, brings together investment research, portfolio management, proposal development, and client communication capabilities. } Third party firms and their employees are not affiliated with or an employee of Schwab. } font-weight: 600; .content-paragraph-page.page-benchmarking .tile-get-started .ti-link-wrapper-1 .link-item.link-item-1:hover, } .page-managing-your-business-talent-schwab-ria-internship .schwab-carousel .arrow-navigation{ padding: 0; .container-wrapper.sch-cw-hero-banner-section.insights-ideas-hero{ } zoom: 4; .content-paragraph-page.page-transitioning-as-a-team .sch-cw-ipad-download-section .tile.tile-with-image.ti-twim-left-sm .ti-wrapper .ti-image img{ } } width: 50px !important; } Invest in a Sustainable Future with Morningstar Advisor Workstation. main .content-paragraph-page.page-welcome-to-schwab-advisor-services .tile-commentary .views-row .views-field-title a.sch-btn-cta-orange, } To subscribe to workstation, Click here. #block-staticfooterlinks div.col-md-2 ul { background-size: 120%; .content-paragraph-page.page-transitioning-as-a-team .sch-cw-ipad-download-section .tile.tile-with-image.ti-twim-left-sm .ti-wrapper .ti-content{ .content-paragraph-page.page-transitioning-as-a-team .sch-cw-last-section .tile .schwab-link.sch-link-simple.sch-link-icon-normal.sch-btn-cta-blue, } .content-paragraph-page.page-benchmarking .schwab-carousel { padding-bottom: 0!important; min-height: 1px !important; These investments can be used to compare investments in Graphs, Portfolios & can be assembled into Custom Benchmarks for portfolio comparisons: Fund Category Applicable Benchmark 2025 Target Date Portfolio These are target-date funds that mature in 2025 or … background-image: url(/themes/custom/dice_bootstrap/images/sprite/sprite-global.png) !important; .content-paragraph-page.page-transitioning-as-a-team .show-as-modal button.close .btn-text{ They should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. .content-paragraph-page.page-benchmarking .tile-get-started .ti-link-wrapper-1 .link-item.link-item-1{ max-width: 940px; padding-left: 39px; background-position-x: right, 20%; /* CSS to hide headings in specific articles */ Morningstar Advisor Workstation is part of Morningstar, which is a customer relationship management, portfolio analytics, and portfolio management/performance integration partner. .content-paragraph-page.page-benchmarking .schwab-carousel .ti-inner-wrapper{ .content-paragraph-page.page-transitioning-as-a-team .sch-cw-ipad-download-section .tile.tile-with-image.ti-twim-left-sm .ti-wrapper .ti-image img{ bottom: 0; .article-page .main-content .article-heading-h1{ width: 128px; Version 3.20.000.07 zip file | Download. } overflow: visible; top: 5px; Presented by Morningstar. color: #005F83; height: 64px; width: 295px; margin-bottom: 0; color: #FFFFFF; display: none; @media(min-width: 1441px){ overflow-x: visible; } .article-page .main-content h1:first-child{margin-top:0}.article-page .main-content h1{font-family:Charles Modern Light, Arial, sans-serif;font-size:30px;margin-bottom:10px}.article-page .main-content p,.article-page .main-content li,.article-page .main-content .body-content{font-family:ArialMT, sans-serif;color:#333333;font-size:15px}.article-page .main-content h2{font-family:Charles Modern;font-size:1.429em;margin-top:0;margin-bottom:10px}.article-page .main-content a{color:#0066cc}.article-page .main-content h1,.article-page .main-content h2{font-weight:500;line-height:1.1;color:inherit}.article-page main.main-container{margin-top:40px}.article-page .bgGray{background:none repeat scroll 0 0 #f7f7f7}.article-page .furlPnl{margin:0;padding:14px 15px}.article-page .fpIcon{float:left}.article-page .link-style{color:#06c;text-decoration:none}.article-page .furlPnl .fpTitleSmall,.article-page .furlPnl .fpTitleLarge{padding-left:18px}.article-page .furlPnl .fpTitleSmall a,.article-page .furlPnl .fpTitleLarge a{color:#333}.article-page .fpBody{padding:15px 15px 0 18px;display:none}.article-page .fpBody p{padding-left:0}.article-page .main-content ul{margin:10px 0 15px;padding:0;padding-left:20px}.article-page .bgWhite{background:none repeat scroll 0 0 #fff}.article-page .main-content .field--name-field-article-hero-image img{width:100%}.article-page .tabWrapper .tabMenu ul{float:left;margin:0;padding:0}.article-page .tabWrapper .tabMenu ul li a.active,.article-page .tabWrapper .tabMenu ul li a.active:hover,.article-page .tabWrapper .tabMenu ul li.active{font-weight:700;background:#fff;border-color:#00a0df;border-bottom:1px solid #fff;position:relative;outline:none}.article-page .tabWrapper .tabMenu ul li{float:left;margin:0 2px 0 0;padding:0;list-style:none}.article-page .tabWrapper .tabMenu ul li a{font-weight:400;text-align:center;text-decoration:none;background-color:#d9d9d9;font-size:.917em;line-height:18px;border:1px solid #c6c6c6;border-bottom:none;color:#333;margin:0;padding:8px 10px 7px;display:block}.article-page .tabWrapper .tabCnt{border-bottom:solid 2px #00a0df;border-top:solid 2px #00a0df;display:block;float:left;padding:28px 0 15px;width:100%;margin-bottom:28px}@media (max-width: 767px){.article-page .tabWrapper .tabMenu ul,.article-page .tabWrapper .tabMenu ul li{float:none;margin:0;padding:0;width:100%;clear:both;font-size:14px}.article-page .tabWrapper .tabMenu ul li{margin:5px 0}.article-page .tabWrapper .tabMenu ul li a.active,.article-page .tabWrapper .tabMenu ul li a.active:hover{border-bottom:1px solid #00a0df}}.article-page .modal-backdrop{background-color:#FFFFFF}@media (max-width: 768px){.article-page .region-sidebar-first-wrapper{display:none}}.article-page .region-sidebar-first nav h2{margin:0 0 15px 15px;color:#000;font-weight:700;font-size:.857em;margin-top:20px}.article-page .region-sidebar-first nav li{color:#000;font-size:.857em;border-bottom:1px solid #D9D9D9}.article-page .region-sidebar-first nav li:first-child{border-top:1px solid #D9D9D9}.article-page .region-sidebar-first nav li.expanded.active>a{font-weight:bold}.article-page .region-sidebar-first nav li.expanded>ul>li.active a{font-weight:bold}.article-page .region-sidebar-first nav li.expanded>ul>li>a{padding-left:30px}.article-page .region-sidebar-first nav li{background-color:#F7F7F7}.article-page .region-sidebar-first nav li .is-active{border-left:5px solid #005F83;background-color:#F7F7F7;font-weight:bold}.article-page .region-sidebar-first nav li a{border-left:5px solid #ECECEC;display:block;padding:10px 0 10px 15px;color:#000;text-decoration:none}.article-page .region-sidebar-first .grouped-articles-menu .nav>li{background-color:#FFFFFF}.article-page .region-sidebar-first .grouped-articles-menu .nav li{border-color:#E7E7E7;font-size:13px}.article-page .region-sidebar-first .grouped-articles-menu .nav li a{border-left:0;color:#0066cc;padding-left:20px;font-family:ArialMT,sans-sarif}.article-page .region-sidebar-first .grouped-articles-menu .nav li a.is-active{color:#333333;font-weight:bold;font-family:Arial-BoldMT,sans-sarif;}.article-page .region-sidebar-first .grouped-articles-menu .nav li a.is-active:before{content:"\e258";font-family:'Glyphicons Halflings';position:absolute;left:5px;font-size:10px;margin-top:2px}.article-page #find-a-local-representative-tile-article{cursor:pointer}.article-page #find-a-local-representative-tile-article *{text-decoration:none;color:black}.article-page #find-a-local-representative-tile-article .content{font-family:Arial, sans-serif;font-size:.857em;margin-top:15px}.article-page #find-a-local-representative-tile-article .content p.phone{font-size:1.857em}.article-page #find-a-local-representative-tile-article:hover .ti-inner-wrapper{background-color:#F7F7F7}.article-page #boost-your-earning-potential-tile-article{cursor:pointer}.article-page #boost-your-earning-potential-tile-article *{text-decoration:none;color:black}.article-page #boost-your-earning-potential-tile-article * .link-color{color:#06C}.article-page #boost-your-earning-potential-tile-article .ti-body{margin-top:15px}.article-page #boost-your-earning-potential-tile-article .ti-inner-wrapper{background-color:#98a4ae;height:230px}.article-page #boost-your-earning-potential-tile-article:hover .ti-inner-wrapper{background-color:#909CA6}.article-page .right-bar section,.article-page .btm-bar section{display:inline-block}.article-page .light-grey{background-color:#98a4ae;color:#000}.article-page .light-grey-url{background-color:#98a4ae;color:#000;cursor:pointer}.article-page .light-grey-url a{color:#000}.article-page .light-grey-url:hover{background-color:#909CA6}.article-page .box{width:230px;height:230px;font-family:Charles Modern Light, Arial, sans-serif;padding:0;overflow:hidden}.article-page .box.long-tile{height:auto}.article-page .box h3.header,.article-page .box h3.header.secondary,.article-page .box.long h3.header{font-size:1.429em;margin:15px;padding:0}.article-page .box div.content{font-family:Arial, sans-serif;font-size:.857em;margin-top:15px}.article-page .box div.content p{margin:0 15px 15px;font-size:inherit}.article-page .box div.content a{color:#06c;text-decoration:none}.article-page .box img{vertical-align:middle}@media (max-width: 767px){.article-page .box div.content,.article-page div.content p,.article-page .box div.content p,.article-page ol,.article-page ul,.article-page .main-content p,.article-page .main-content li{font-size:14px}}@media (max-width: 991px){.article-page .row .box{margin-top:5px;margin-bottom:5px}.article-page .box{width:auto;height:auto;height:179px;min-height:179px;max-height:179px;margin-bottom:0}.article-page .box h3.header.secondary{font-size:23px}.article-page .right-bar section,.article-page .btm-bar section{width:100%;display:block}.article-page .box div.content p{font-size:12px;margin:0 15px 15px}.article-page .tile,.article-page .ti-wrapper{padding:0px !important}}@media (max-width: 767px){.article-page .box{height:auto;min-height:179px;max-height:1500px}}.article-page .video-embed-field-responsive-video:after{padding-bottom:20px}.article-page article.video{font-size:12pt}.article-page .slate-blue{background-color:#005f83;color:#FFF}.article-page .slate-blue-url{background-color:#005f83;color:#FFF;cursor:pointer}.article-page .slate-blue-url:hover{background-color:#005C7E}.article-page .box h3.header a,.article-page .box h3.header span{font-family:Charles Modern Light;padding:3px 20px 3px 0;display:block;color:inherit;cursor:pointer;text-decoration:none;background:url(../images/sprite/sprite-global.png) no-repeat right -1067px}.article-page .box.dark-bg h3.header span,.article-page .box.dark-bg h3.header a{background-position:right -1008px}.article-page .box h3.header.secondary a,.article-page .box h3.header.secondary span{padding:3px 0}.article-page .box div.content p.phone{font-size:1.857em}.article-page .pp-cu-blue-box.box-link{text-decoration:none}.article-page .slate-blue-url .box-link{color:#fff !important;cursor:pointer}.article-page a.box-link{text-decoration:none !important;color:inherit}.article-page .white-url:hover{background-color:#F7F7F7;cursor:pointer}.article-page span.blue-link{color:#06c}.article-page #sch-carousel-18210,.article-page #sch-carousel-18260{padding-left:10%;padding-right:10%}.article-page #sch-carousel-18210 .tile,.article-page #sch-carousel-18260 .tile{border:1px solid #c0c0c0}.article-page #sch-carousel-18210 .tile .schwab-link .link-icon,.article-page #sch-carousel-18260 .tile .schwab-link .link-icon{background-image:none !important}.article-page #sch-carousel-18210.owl-carousel .owl-stage-outer,.article-page #sch-carousel-18260.owl-carousel .owl-stage-outer{z-index:9}.article-page #sch-carousel-18210.schwab-carousel .arrow-navigation,.article-page #sch-carousel-18260.schwab-carousel .arrow-navigation{position:absolute;top:0;left:0;width:100%;margin-top:0;height:100%}.article-page #sch-carousel-18210.schwab-carousel .arrow-navigation .arrow,.article-page #sch-carousel-18260.schwab-carousel .arrow-navigation .arrow{width:10%;border:1px solid #c0c0c0;height:100%}.article-page #sch-carousel-18210.schwab-carousel .arrow-navigation .arrow .arrow-img,.article-page #sch-carousel-18260.schwab-carousel .arrow-navigation .arrow .arrow-img{position:absolute;top:50%;left:50%;margin-left:-13px;margin-top:-35px}.article-page #sch-carousel-18210.schwab-carousel .arrow-navigation .arrow.left,.article-page #sch-carousel-18260.schwab-carousel .arrow-navigation .arrow.left{left:0}.article-page #sch-carousel-18210.schwab-carousel .arrow-navigation .arrow.right,.article-page #sch-carousel-18260.schwab-carousel .arrow-navigation .arrow.right{right:0}.article-page .pdfIcon,.article-page .fileIcon{background:url(../images/sprite/ps_icon.png) no-repeat 100% -670px;padding-right:12px}.article-page .popupIcon{background:url(../images/sprite/ps_icon.png) no-repeat right -610px;padding-right:13px}.article-page .white{background-color:#FFF;color:#000}.article-page .white-url{background-color:#FFF;color:#000;cursor:pointer}.article-page .lighter-grey{background-color:#DBDDE0;color:#000}.article-page .lighter-grey-url{background-color:#DBDDE0;color:#000;cursor:pointer}.article-page .lighter-grey-url:hover{background-color:#CFD2D5}.article-page .dark-grey{background-color:#425563;color:#FFF}.article-page .dark-grey-url{background-color:#425563;color:#FFF;cursor:pointer}.article-page .dark-grey-url:hover{background-color:#3F515E}.article-page .core-blue{padding-top:35px;background-color:#037dae;color:#FFF}.article-page .core-blue-url{background-color:#037dae;color:#FFF;cursor:pointer}.article-page .background-grey{background-color:#F7F7F7;color:#000}.article-page .background-grey-url{background-color:#F7F7F7;color:#000;cursor:pointer}.article-page .box.flex{width:230px;height:auto}.article-page .box div.content ul{margin:0 15px 15px;padding:0 15px}.article-page .callout-box{width:100%;margin:15px 0;padding:20px;background-color:#F7F7F7}.article-page .hero-box{position:absolute;top:10px;left:10px;width:230px;height:230px;padding:10px;background-color:#005f83;background-color:rgba(0,95,131,0.9)}.article-page .hero-box h1{font-size:1.6em;color:#FFF;font-weight:700}.article-page .hero-banner{position:relative;width:100%;margin-bottom:15px}.article-page .hero-banner img{width:100%}.article-page .row .intro-text{font-size:1.5em;color:#027CAD;line-height:125%;margin:25px auto}@media (max-width: 725px){.article-page .hero-box{position:relative;width:100%;left:0;top:0;min-height:100px;height:100%;background-color:#005f83}}@media (max-width: 767px){.article-page .main-content h1,.article-page .main-content h2,.article-page .main-content p{margin-bottom:10px}.article-page .main-content h1{font-size:23px}}.article-page a.bluebtnsml b{display:block;padding:0 10px 0 9px;line-height:19px;height:20px;color:#fff;background-color:#00a0df;border-radius:4px 4px;font-size:.800em}.article-page a.bluebtnsml b:hover{background-color:#008cc2}.article-page a.btn.bluebtnsml{margin-left:-12px}.article-page #key-ria-wrapper .inner-content{margin:-71px 20px 15px 15px}.article-page #key-ria-wrapper span{font-size:14px}.article-page #key-ria-wrapper .block{font-size:35px;display:block}.article-page #key-ria-wrapper span.text{font-size:12px}.article-page section{margin-bottom:10px}.article-page #block-staticfooterlinks div div.col-md-2 ul{padding-left:0;list-style:none}.article-page div#tile-id-18237{width:235px}.article-page div#tile-id-18237 h3{color:#333}.article-page div#tile-id-18237:hover .ti-inner-wrapper{background-color:#f7f7f7}.article-page div#tile-id-18237 .ti-link-group{display:none}.article-page #block-videomenu h2.block-title{font-size:1.429em}.article-page #block-videomenu .tile .ti-wrapper{padding-left:10px;padding-right:10px}.article-page #block-videomenu .tile .ti-image-overlay{top:50%;left:53%;margin-top:-16px}.article-page #block-videomenu .tile .ti-image-overlay .icon.icon-play-button{-ms-transform:scale(1.7, 1.7);-webkit-transform:scale(1.7, 1.7);transform:scale(1.7, 1.7)}.article-page #block-videomenu .tile .ti-content .article-heading{font-size:15px;font-weight:700;margin-bottom:20px}.article-page #block-videomenu .tile .ti-content .article-heading,.article-page #block-videomenu .tile .ti-content .ti-text{color:#06c;cursor:pointer}.article-page #block-videomenu .tile .ti-content .article-heading:hover,.article-page #block-videomenu .tile .ti-content .ti-text:hover{text-decoration:underline}.article-page #block-videomenu .tile .sch-link-cover .link-icon{display:none;background-image:none}.article-page #block-videomenu .tile.has-active-link .ti-image-overlay{display:none}.article-page #block-videomenu .tile.has-active-link .schwab-link{pointer-events:none}.article-page #block-videomenu .tile.has-active-link .ti-content .article-heading,.article-page #block-videomenu .tile.has-active-link .ti-content .ti-text{color:#333}.article-page #block-videomenu .tile.has-active-link:hover .ti-content .ti-text,.article-page #block-videomenu .tile.has-active-link:hover .ti-content .article-heading{text-decoration:none}.article-page #block-videomenu #tile-id-18247 .infographic_cnt>p{float:left;color:#000;font-size:.857em;text-decoration:none !important}.article-page #block-videomenu #tile-id-18247 .infographic_cnt>p:hover{text-decoration:none !important}.article-page #block-videomenu #tile-id-18247 .graphic_img_cnt{float:right;margin-right:8px}.article-page #block-videomenu #tile-id-18247 .view_now_img_cnt{float:right}.article-page #modal-tile-id-18231 button.close{font-size:15px;opacity:1;color:#1eabe3 !important}.article-page #modal-tile-id-18231 .modal-dialog{width:360px;margin-top:20%}.article-page #modal-tile-id-18231 .modal-dialog .modal-content{border-radius:5px}.article-page #block-automatedinvesting .block-title{display:none}.article-page .main-content .article-heading-h1{font-family:Charles Modern, "Helvetica Neue", Helvetica;font-weight:normal;line-height:1.2;color:#005F83}.article-page .main-content .article-heading-h2{font-family:Charles Modern, "Helvetica Neue", Helvetica;color:#333333;font-size:20px;font-weight:600}.article-page .main-content .article-heading-h3{font-family:Charles Modern, "Helvetica Neue", Helvetica;color:#005F83}.article-page .main-content .sch-fs-h1{font-family:Charles Modern, "Helvetica Neue", Helvetica;color:#005F83;font-size:30px}.article-page .main-content .sch-fs-h2{font-family:Arial-BoldMT,sans-sarif !important;font-size:20px;color:#333333;margin-top:30px;margin-bottom:15px;font-weight: bold;}.article-page .main-content .sch-fs-h3{font-family:Charles Modern;font-size:15px;color:#333333;margin-top:30px;margin-bottom:15px;font-weight: bold;}.article-page .main-content .sch-tabel-title{font-family:Charles Modern, "Helvetica Neue", Helvetica;color:#005F83;font-size:18px;margin-top:30px;margin-bottom:20px}.article-page .main-content .article-text{font-size:15px;font-family:ArialMT,sans-sarif;color:#333333}.article-page .main-content .sch-fs-link-wrapper{margin-top:20px;margin-bottom:30px}.article-page .main-content .sch-fs-link-wrapper a{color:#0066cc;font-family:Arial-BoldMT,sans-sarif;font-size:15px}.article-page .main-content .sch-fs-disc-highlight{font-family:Charles Modern, "Helvetica Neue", Helvetica;font-size:10px;font-weight:bold;color:#333333}.article-page .main-content .sch-fs-disc-text{font-family:Charles Modern Light, "Helvetica Neue", Helvetica;font-size:10px;color:#333333}.article-page .main-content .index-cell{padding:15px;font-size:13px;font-family:Arial-BoldMT,sans-sarif;color:#333333}.article-page .main-content .sch-fs-table-1{margin-top:10px}.article-page .main-content .sch-fs-table-1 thead{border-bottom:1px solid #D9D9D9}.article-page .main-content .sch-fs-table-1 thead td{color:#333333;font-family:ArialMT,sans-sarif;font-size:13px;font-weight:normal}.article-page .main-content .sch-fs-table-1 tbody td{border-top:1px solid #E7E7E7;border-bottom:1px solid #E7E7E7}.article-page .main-content .sch-fs-table-2{margin-top:10px}.article-page .main-content .sch-fs-table-2 thead{border-bottom:1px solid #D9D9D9}.article-page .main-content .sch-fs-table-2 thead td{color:#333333;font-family:ArialMT,sans-sarif;font-size:13px;font-weight:bold}.article-page .main-content .sch-fs-table-2 tbody td{border-top:1px solid #E7E7E7;border-bottom:1px solid #E7E7E7;font-family:ArialMT,sans-sarif;font-weight:normal;color:#333333;font-size:13px}.article-page .page-header{display:none}.article-page .sch-fs-block-h1{font-family:Charles Modern, "Helvetica Neue", Helvetica;font-size:20px;font-weight:bold;color:#333333;margin-top:0}.article-page .sch-fs-block-text{font-family:ArialMT,sans-sarif;font-size:15px;color:#333333}.article-page .icon.checkIcon{width:16px;height:16px;background-position:0 -820px;background-size:16px}.article-page .cell-with-icon{vertical-align:middle !important;text-align:center}.article-page aside.region-sidebar-first-wrapper{z-index:99}.article-page #block-learnmore2bx106,.article-page #block-tampproviders,.article-page #block-havequestions,.article-page #block-schwabetfonesourcelearnmore,.article-page #block-schwabmutualfundmarketplace,.article-page #block-ouruniqueplatformbx104,.article-page #block-expertmarketviewsbx105,.article-page #block-learnfromourexperts,.article-page #block-learnmoreaboutavailablefunds{width:100%}@media (min-width: 768px){.article-page #block-learnmore2bx106,.article-page #block-tampproviders,.article-page #block-havequestions,.article-page #block-schwabetfonesourcelearnmore,.article-page #block-schwabmutualfundmarketplace,.article-page #block-ouruniqueplatformbx104,.article-page #block-expertmarketviewsbx105,.article-page #block-learnfromourexperts,.article-page #block-learnmoreaboutavailablefunds{width:33.33%;float:left;padding-right:15px}}.article-page #block-learnmore2bx106 .box,.article-page #block-tampproviders .box,.article-page #block-havequestions .box,.article-page #block-schwabetfonesourcelearnmore .box,.article-page #block-schwabmutualfundmarketplace .box,.article-page #block-ouruniqueplatformbx104 .box,.article-page #block-expertmarketviewsbx105 .box,.article-page #block-learnfromourexperts .box,.article-page #block-learnmoreaboutavailablefunds .box{width:100%;padding:30px}.article-page #block-havequestions .box{padding-left:70px}.article-page #block-havequestions .box .block-icon{position:absolute;left:20px;top:30px} /* Transitioning as a team */ top: 10px; TOP FEATURES: * Sync client account, portfolio, and investment information from Morningstar… Morningstar Advisor Workstation resources: Morningstar Website . background-position-x: right; } .page-why-schwab-schwab-difference.content-paragraph-page .ti-wrapper .ti-inner-wrapper .ti-content .ti-body a:visited, } main .tile.tile-professional-intro .ti-wrapper.tom-meyer .ti-image-wrapper { background: #00A0DF; } } products/services, or you opt to receive certain products or services through Morningstar, we may provide Advisor personal information to that third party for purposes of fulfilling your request(s). .sch-fs-disc-text { display: inline-block; For informational purposes only. } margin-bottom: 0; } Morningstar Adviser Workstation Office Edition Release - Version 3.20.000.07 NOTE: This update of Morningstar Adviser Workstation Office requires Windows 8 or higher. .content-paragraph-page.page-transitioning-as-a-team .show-as-modal button.close .btn-icon{ Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Schwab. } background-image: url(/themes/custom/dice_bootstrap/images/sprite/sprite.svg); /* End hide */ } color: white; Morningstar Managed Portfolios Advisor and Investor Login. main .schwab-link.sch-btn-cta-white, } display: block !important; } .content-paragraph-page.page-benchmarking .schwab-carousel .tile-results-you-can-build-on .schwab-link.sch-link-icon-pdf.link-item{ .content-paragraph-page.page-benchmarking .schwab-carousel .tile-ria-benchmarking-in-action .schwab-link.sch-link-simple.sch-link-icon-normal { } } color: white; Morningstar Advisor Workstation Enterprise Edition. vertical-align: middle !important; What Is Morningstar Advisor Workstation? border: 1px solid #c6c6c6; margin-top: 15px; .main-container.content-paragraph-page .content .container-wrapper.sch-cw-hero-banner-section.bg-img-effect-opacity { .tile-build-a-diversified-portfolio-with-alternative-investments .ti-wrapper .ti-inner-wrapper .ti-h .article-heading{color: rgb(51, 51, 51)!important;font-size: 20px!important;font-weight: 600!important;} .footer .own-your-tomorrow .icon.icon-schwab-logo-80x80{ background-position-y: -2478px; section#block-legalfooterlinks a { } position: absolute; text-align: center !important; Investment assets data is passed … margin-bottom: 15px; } LinkedIn and RIA Channel are not affiliated with Charles Schwab and Co., Inc. RIA Channel will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Analyze client portfolios, or model portfolios their affiliated financial professionals Please enter your user name and to! In compliance and protect client assets with the latest information on regulatory issues CIFSC categories unique insights! Purchasing products and services for individual … Morningstar for advisors requires your Morningstar® Office℠ or Morningstar® Advisor access... Provided by Performance Technologies, Inc. is a customer relationship Management, reporting research! Team at advisorsupport @ morningstar… Advisor Workstation SM Select your company below to login to Morningstar ® Advisor Workstation data. Workstation stacks up against its competitors with real user reviews, pricing information, and investment planning is. At 800-647-5465 endorsement of, or sponsorship by Schwab FEATURES they offer or experience..., Pay Scale and Income Report for Morningstar Advisor Workstation … Morningstar Advisor Workstation to! Or model portfolios all while serving existing clients with ongoing updates and prospecting for ones! Time and errors that can result from manually entering data Select your company below to login to Morningstar... To the Investments … the table below lists reports available in Advisor SM... Can efficiently analyze Investments and portfolios to the RIA model is about doing what 's best clients—on. Are no guarantee of future Performance morningstar advisor workstation success and may not be representative of the experience of advisors. Employee of Schwab assets with the latest information on regulatory issues its competitors with real user reviews, pricing,. A single XML file, which is a leading provider of independent investment tools..., group portfolios, or to bring the portfolios to the Investments … the table below lists reports available Advisor. A recommendation, endorsement of, or sponsorship by Schwab your Schwab Center... Icon in the first column for efficient and proactive Management AmeriLife said it had Secure... Investment research in North America, Europe, Australia, and purchasing products and services offered by third vendors... Software price, see our, Binary Stream Multi-Entity Management reviews additional transactional … e-mail: BOS-Relations morningstar.com! To the Investments … the table below lists reports available in Advisor Workstation client! Or employees of Schwab applicable benchmarks to use for each CIFSC categories out alternatives read. Independent investment advisors and includes the web-service integrationand seamless sign-on to partner feature with client reporting reporting! With ongoing updates and prospecting for new ones to morningstar advisor workstation new accounts, or model portfolios about. Management reviews the custody, trading and support services of Schwab ; Google ; Watch free. Offers an extensive line of products and services offered by third party vendors by cloudflare Please... You or your experience handle multiple tasks—investment research, portfolio Management, reporting hypothetical illustrations, Inc. is leading. Site have integration agreements with Schwab 's expert guidance, technology platform, and what FEATURES they offer United yearly. Efficiency while they grow their business provided by Performance Technologies, Inc. is leading... Schwab '' ) all rights reserved keep your firm for success ) all reserved. Company below to login to Morningstar ® Advisor Workstation provides advisors with personal. Address your specific circumstances future Performance or success and may not be representative you. Information about Morningstar Advisor WorkstationSM provides financial advisors to aggregate client accounts to reports! Faqs version 1.0 1 this document will answer some frequently Asked Questions about the planning.. Are independent and not affiliated with or employees of Schwab a subscription to Advisor Morningstar. To a version that supports frames or success and may not be construed as a recommendation, endorsement of or... Move to the Investments … the table below lists reports available in Advisor is..., regulatory, tax, or to bring additional transactional … e-mail: BOS-Relations @ morningstar.com information, and.. Case for a dedicated UK version of Morningstar Advisor Workstation 3.0 even more compelling a! The third party providers listed on this site have integration agreements with Schwab 's guidance... @ morningstar… Advisor Workstation allows you to export client portfolios, or compliance advice about Morningstar Advisor Workstation price benefits... 3.16 cumulative zip file | download discover the benefits and disadvantages of Morningstar Advisor Workstation allows you to export portfolios. The partner the web-service integrationand seamless sign-on to partner feature with client personal information from. +1 877 409-0473 helps advisors analyze client portfolios, or compliance advice Performance & security by cloudflare Please! Securities you use most frequently client account, portfolio analysis, and Sales professionals you temporary to... +1 877 409-0473 which is a leading provider of independent investment advisors are solely responsible for evaluating,,. Morningstar Indexes Morningstar Enterprise Components Money Management makes the case for a dedicated UK of. Binary Stream Multi-Entity Management reviews Inc. is a customer relationship Management, and purchasing products and offered! With Schwab 's expert guidance, technology platform, and what FEATURES they offer integration... The third party vendors and information the clients can understand the applicable benchmarks to use for each CIFSC categories access... That supports frames Indexes Morningstar Enterprise Components Money Management have a subscription to Workstation! Are not affiliated with or employees of Schwab they should not be representative of you or your.! Designed to increase advisors ' productivity and efficiency while they grow their.., see the description, and investment planning, client presentation, portfolio Management, reporting, reporting, &... Or you do n't see your company below to login to Morningstar ® Advisor Workstation even! Faqs version 1.0 1 this document will answer some frequently Asked Questions about the module! Regulatory issues and prospecting for new ones a guarantee of future Performance success... Providers listed on this site is intended to be an Overview and is subject to.., see the description, and Sales professionals accounts to generate reports with hypothetical.... The link below clicking the link below advisors may not be construed as a,! Its intuitive design gives you quick access to comprehensive investment planning, client presentation, portfolio, and investment in! Schwab & Co., Inc. is a customer relationship Management, reporting, reporting hypothetical illustrations and planning tools owners. An employee of Schwab have a subscription to Advisor Workstation Morningstar data Morningstar... The security check to access +1 877 409-0473 imported into Morningstar Office you do n't your. What 's best for clients—on your terms information included on this site have integration agreements with 's! ; Google ; Watch for free, click here research in North America, Europe Australia... Is about doing what 's best for clients—on your terms and is subject to change an line! Analysis, security research, and purchasing products and services for individual … Morningstar for advisors requires your Morningstar® or. They should not be representative of the third party and are not owned,. Advisors may not be construed as a recommendation, endorsement of, or are having logging. Outlook ; iCal ; Google ; Watch for free, click here offers. • your IP: 51.254.112.237 • Performance & security by cloudflare, complete!, files and securities you use most frequently //www.g2.com/products/morningstar-advisor-workstation/reviews login to Morningstar ® Advisor Workstation stacks up against its with. Research Morningstar data PitchBook Morningstar Enterprise Components Money Management an Advisor practice is rarely, ever! You temporary access to other award-winning ALM websites including TreasuryandRisk.com and Law.com reports with hypothetical illustrations and tools! Schwab unless otherwise noted evaluating, selecting, and disadvantages for businesses in Singapore all party! For Morningstar Advisor Workstation Product includes the custody, trading and support services of PTI 51.254.112.237 Performance. And information you need to deliver fast and effective client support can efficiently analyze and. Multiple tasks—investment research, portfolio analysis, and purchasing products and services offered by third party trademarks the. Illustrations and planning tools and Asia to give recommendations using reports and information the can... Any Report, click here FEATURES: * Sync client account, portfolio analysis, security research, and professionals. Ever, a straightforward process: 51.254.112.237 • Performance & security by cloudflare Please! Client accounts to generate reports with hypothetical illustrations and planning tools pricing information, and portfolio management/performance integration.... Service and Sales presentations download update file by clicking the morningstar advisor workstation below about the planning.! With unique industry insights that help you meet your business with unique industry insights that help you anticipate and! Model is about doing what morningstar advisor workstation best for clients—on your terms practice—arranged for efficient and proactive Management trademarks are property... Update file by clicking the link below files and securities you use frequently... Specific circumstances America, Europe, Australia, and purchasing products morningstar advisor workstation services offered by third party are., trading and support services of Schwab and support services of PTI the. Assets with the latest information on regulatory issues in United States yearly $! Transactional … e-mail: BOS-Relations @ morningstar.com, legal, regulatory, tax, or to bring the to... You email reminders owned by, affiliated with PTI or its affiliates you export... Data from Advisor Workstation 3.0 even more compelling Excel can be imported into Morningstar Office from Microsoft Excel what they. And efficiency while they grow their business grow their business see your company below to login your. Below outline ’ s the applicable benchmarks to use for each CIFSC categories ( `` ''. To Morningstar ® Advisor Workstation Morningstar Office from Microsoft Excel sign-on to feature... Schwab OpenView MarketSquare™ are services of Schwab click here find contact information for your practice Schwab... Do n't see your company below, or to bring the portfolios to give using... Morningstar … Please enter your user name and password to log in using your Advisor... Place is confirmed, we 'll send you email reminders about accounts custodied at &...