Morningstar Customer Service: Phone Numbers, Billing & Cancellation

Morningstar provides investment research, ratings, portfolio tools and financial data for individual investors, financial advisers and institutional clients. Customer-service questions commonly involve Morningstar Investor subscriptions, automatic renewals, billing, cancellation, account access, portfolio tools or professional Morningstar products.

Morningstar Customer Service Phone Numbers

• Morningstar Investor feature and technical support: 1-312-424-4288
• Morningstar Investor subscription, billing and cancellation: 1-866-229-9449
• Investor subscription support from outside the United States: 1-312-384-3838
• U.S. general information and product sales: 1-312-384-4000
• Morningstar corporate switchboard: 1-312-696-6000

Morningstar’s published Investor agreement lists subscription customer-service hours as Monday through Friday, 8:00 a.m. to 5:00 p.m. Central Time, and Investor technical-support hours as Monday through Friday, 7:00 a.m. to 6:00 p.m. Central Time. Hours can change, particularly around holidays.

Morningstar Online and Email Support

• Morningstar Help Center: Visit the official Help Center
• Morningstar Investor technical support: joe@morningstar.com
• Subscription cancellation email listed by Morningstar: cancellation@morningstar.com
• General product information: productinfo@morningstar.com
• Morningstar contact directory: View official product contacts
• Official website: Morningstar.com

The address joe@morningstar.com may look informal, but Morningstar currently publishes it for Investor product, technical and accessibility assistance.

Choose the Correct Morningstar Support Department

How to Cancel a Morningstar Investor Subscription

Morningstar provides an online cancellation option for subscriptions purchased directly from Morningstar:

1. Sign in to the Morningstar account.
2. Select the person-shaped My Account icon.
3. Select Subscription.
4. Choose Cancel Subscription under the current subscription.
5. Follow the remaining instructions until a cancellation confirmation appears.

Save a screenshot or copy of the confirmation. Also review the account afterward to confirm that automatic renewal has been disabled.

If the online option is unavailable, call subscription support at 1-866-229-9449 or email cancellation@morningstar.com. Include the account email address and a request for written confirmation, but do not send a complete payment-card number by email.

Subscriptions Purchased Through Another Platform

If the subscription was purchased through an app store or another billing provider, cancellation may need to be completed through that provider’s subscription settings. Deleting an application or stopping use of Morningstar does not necessarily cancel automatic renewal.

Morningstar Free Trials and Automatic Renewals

Promotional and free-trial terms can differ. Before beginning a trial, review:

• The exact date and time the trial ends
• The amount that will be charged afterward
• Whether the subscription renews monthly or annually
• The deadline for preventing renewal
• Whether the purchase is billed by Morningstar or another platform

Cancel before the deadline displayed in the account if the service is not wanted. Keep the cancellation confirmation in case a later billing dispute occurs.

Morningstar Refund and Billing Help

Canceling a subscription does not necessarily produce an immediate or prorated refund. Access may continue until the end of the paid subscription period. Refund eligibility can depend on the subscription terms, purchase date, billing provider, applicable law and reason for the request.

For a billing or refund complaint:

1. Confirm which Morningstar account and email address were used.
2. Review the subscription type, purchase date and renewal date.
3. Check whether the charge came directly from Morningstar or another billing platform.
4. Call 1-866-229-9449.
5. Request a cancellation or refund review and ask for a case or confirmation number.
6. Follow up in writing if the issue remains unresolved.

If the charge is genuinely unauthorized, secure the Morningstar account and notify the card issuer or financial institution promptly. An unauthorized transaction is different from a disagreement about a renewal that was disclosed in the subscription terms.

Morningstar Sign-In and Account Access Problems

If you cannot sign in:

• Confirm that you are using the email address associated with the subscription.
• Use the password-reset option.
• Check spam and junk folders for the reset message.
• Try a private browser window or clear browser cookies.
• Disable browser extensions temporarily if the site is not loading correctly.
• Contact Investor technical support if the problem continues.

Do not create multiple paid subscriptions while attempting to recover an existing account.

Portfolio, Watchlist and Saved-Data Problems

Before making major account changes or canceling, customers should consider saving important portfolio information, watchlists or custom research settings. Morningstar warns that cancellation or changes to certain subscription products can affect access to saved Investor data and tools.

For missing portfolio data, incorrect watchlists or tools that do not load, contact Investor technical support at 1-312-424-4288 or joe@morningstar.com.

Morningstar Ratings or Data Questions

Morningstar publishes ratings, research and financial data, but information can differ from what appears on a brokerage platform because of timing, methodology, share class, currency, data provider or product differences.

When reporting a possible data problem, include:

• Name and ticker symbol of the investment
• Fund share class, when applicable
• The Morningstar page or product displaying the information
• The specific figure or rating in question
• Date and time the information was viewed
• A screenshot that does not expose private account information

Morningstar research and ratings are informational and should not be treated as a guarantee of future performance.

Morningstar Direct and Professional Product Support

Morningstar operates several professional services with separate support teams. Using the Investor telephone number for a professional product may delay assistance.

• Morningstar Direct: 1-866-229-0216 or MorningstarDirect@morningstar.com
• Direct Advisory Suite and Advisor Workstation: 1-877-409-0473 or AdvisorSupport@morningstar.com
• Morningstar Office: 1-866-215-2503 or officequestions@morningstar.com
• Licensed products and data services: 1-866-608-9567 or licensedproducts@morningstar.com

Morningstar Corporate Office

Morningstar, Inc.
22 West Washington Street
Chicago, IL 60602
United States

Corporate switchboard: 1-312-696-6000

The corporate switchboard is not the best first contact for subscription cancellation, billing or technical support. Begin with the department responsible for the applicable product.

How to Escalate an Unresolved Morningstar Complaint

Before escalating, collect:

• Account email address
• Subscription or product name
• Charge and renewal dates
• Amount charged
• Cancellation confirmation
• Previous case numbers
• Dates and results of earlier contacts
• The specific resolution requested

Call the correct product team and ask for the matter to be reviewed by a supervisor or subscription specialist. Follow up through the official email channel and keep copies of all correspondence.

Avoid Morningstar Customer Service Scams

• Do not provide a password or one-time security code to an unsolicited caller.
• Do not permit remote access to your computer based on an unexpected support call.
• Do not send a full payment-card number through ordinary email.
• Do not pay a supposed subscription balance using gift cards, cryptocurrency or wire transfer.
• Verify phone numbers through Morningstar’s official Help Center or contact directory.
• Access account settings by typing Morningstar.com into the browser rather than following an unsolicited link.

Frequently Asked Questions

What is the Morningstar Investor customer-service number?

Call 1-312-424-4288 for help with Investor features or technical problems. Call 1-866-229-9449 for subscription, billing or cancellation assistance.

How do I cancel Morningstar Investor?

Sign in, open My Account, select Subscription and choose Cancel Subscription. Customers can also contact subscription support by telephone.

Will Morningstar refund an annual subscription?

A refund is not automatic. Eligibility depends on the applicable subscription terms, purchase channel and circumstances. Contact subscription support to request a review.

Is Morningstar a brokerage?

Morningstar primarily provides research, investment data, ratings and portfolio tools. If the issue involves an actual brokerage account or transaction, contact the institution holding the assets.

What is the Morningstar Direct support number?

Morningstar lists 1-866-229-0216 for Morningstar Direct support in the United States.

Where is Morningstar headquartered?

Morningstar is headquartered at 22 West Washington Street in Chicago, Illinois.

Share Your Morningstar Customer Service Experience

Use the comments below to share your experience with Morningstar Investor, billing, cancellation, technical support or a professional Morningstar product. Helpful reviews explain the problem, support method used, response time and outcome.

Protect your privacy: Do not post an account number, portfolio value, email address, telephone number, payment information, password or case number.

Related Customer Service Resources

• Fidelity Customer Service
• Vanguard Customer Service

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CustomerServiceNumbers.com is an independent consumer-information website and is not affiliated with Morningstar, Inc. Information on this page is provided for customer-service purposes and is not investment, tax or legal advice. Contact details were reviewed and updated August 1, 2026.