Morningstar Client Web Portal
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.
How to use the Morningstar client web portal
How to use the Morningstar Snapshot
Style box: Seeing how your equities are balanced
Beta: Learning how risky an investment might be
Bonds also face investment risks
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.