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Morningstar Client Web Portal

Security
Through its relationship with Morningstar, a global leader in independent investment research, Landaas & Company can provide clients a private web portal with secure online access to their account information. The portal also offers a secure way for clients and advisors to exchange sensitive documents.

For clients who already have a Morningstar web portal, please

CLICK HERE for the MORNINGSTAR WEB PORTAL

To view Lisa Edgar’s video on the 2018 updates to the web portal, CLICK HERE.

If you have not set up a web portal, please contact your advisor. If you are not already a client of Landaas & Company, please click here.

To make the most of your web portal, click these Money Talk Videos:
 

To learn how to change your password for the web portal: CLICK HERE.

For online security tips, CLICK HERE.

CLICK HERE for our YouTube playlist on security.


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Landaas & Company performs investment advisory services only in those states where it is licensed, or excluded or exempted from state investment advisor licensing requirements. All responses to inquiries made by prospective customers to this internet site will not be made absent compliance with state investment advisor and investment advisor rep licensing requirements, or applicable exemptions or exclusions from licensing. MEMBER FINRA MEMBER SIPC

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