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Morningstar Monthly Subscription at $34.95

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Student Discount: $25 Morningstar Annual Subscription

41% Off
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41% Off Morningstar Annual Subscription Over Monthly Subscription

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Cancel before Your Trial Ends and Pay Nothing

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Unlock Powerful Tools and Industry-leading, Independent Ratings and Analysis by Creating an Account

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Start 7-Day Free Trial

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Morningstar - Frequently Asked Questions

How can I get a Morningstar coupon code?

There are currently no Morningstar coupon codes, but you can get 41% off your Morningstar annual subscription through Savings.com.

Does Morningstar Premium still exist?

Morningstar has rolled its Morningstar Premium features and tools into the all-new Morningstar Investor. Subscribers can use Morningstar Investor to access expert analysis, view ratings, and find and track investments that fit their unique needs.

How much does Morningstar Investor cost?

Morningstar Investor is available for either a monthly subscription cost of $34.95 or an annual subscription cost of $249 ($20.75 per month).

Does Morningstar have a basic free version?

Yes. The basic package is free and only requires users to register through its website. It includes financial data access, the ability to connect your portfolio to Morningstar research and access their article archives and forums.

How do I get a free trial of Morningstar Investor?

Click “Start Free Trial." From there, you will be asked to create a Morningstar account. If you’re already a member, you can click the “Sign In" tab. Once you enter your information, you can start your free trial and get access to investment, research, and other data for seven days.

Will I get a refund if I cancel my Morningstar membership before my renewal date?

Once you cancel your membership, it will remain active until the end of your current billing month. Morningstar will apply a prorated refund for the remainder of your membership term to the credit card you have on file within three to five business days.

How do I cancel my Morningstar Investor membership?

Cancel your Morningstar Investor membership by visiting My Account, navigating to “Membership," and clicking “Cancel." Follow the on-screen instructions to complete the process.

Where can I get help with my Morningstar Portfolio Manager?

Visit the Portfolio Manager page and select the “Help" option to find the support you need.

I’m a Morningstar member. How do I update my information and access my account?

Members can sign in to Morningstar in the upper-right corner of the main page.

Aside from individual investor products, what other services and products does Morningstar offer?

In addition to helping individual investors, Morningstar offers market data, advanced portfolio analytics, and other professional and managed investment products for advisers, asset managers, institutions, and other professional investors.

Is there a forum I can join to connect with other Morningstar investors and get advice?

Yes. Visit “Discussion Forums." From there, you will be diverted to a page titled “Morningstar Community." You can ask questions or share your knowledge about a variety of topics, including mutual funds, stocks, income, and dividend investing.

Morningstar Info & Tips

A Secret Shopping Hack From Kimberly Meza, Your Morningstar Investor Deals Expert

I saved money on a Morningstar Investor membership by taking advantage of the free trial period, plus opting for an annual plan when I signed up. I was also able to access Morningstar’s suite of tools to help me build and track my investment portfolio. If you’re new to investing, I recommend you start by searching for investments with a low-risk profile to mitigate the chance of taking a big loss on a big swing. For example, I used Morningstar Investor’s screening tools and prefiltered investment lists to point me toward reliable, low-risk securities. And although the payoff isn’t huge, I’ve set myself up for prolonged success over time. Plus, as Morningstar Investor helps me learn the ins and outs of investing, I can start taking more calculated risks that may yield lucrative results.

Woman using investing tools

More Ways to Get a Morningstar Online Deal

Students Save Big

Morningstar Investor typically costs $249 for an annual subscription, but students can now get a one-year Morningstar membership for only $25. It’s an incredible opportunity to gain practical knowledge and experience with Morningstar’s exceptional financial analysis, ratings, and investment screenings. Eligibility extends to part-time college students, trade-school students, and even high schoolers aged 16 and older.

Best Holiday Deals at Morningstar

  • Black Friday Sales: Morningstar’s Black Friday deals usually include 25% off Morningstar subscriptions. Gain access to premium market data, financial newsletters, and investment research to set yourself up for next year’s portfolio performance goals.

How do I apply my Morningstar deal?

  1. Visit the Morningstar.com website and select the “Get 7 Days Free" trial in the upper-right corner of the screen.
  2. A page will open. Click on “Start Free Trial."
  3. Create your account and start your free trial to access your savings.

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