Poor fact sheet and product risk transparency e.g. if filtering on global fixed interest products, in most cases cannot see in what countries the “global” bonds are issued and the denominated currency... Voir plus
L'entreprise a répondu
Bien que nous ne vérifiions pas les affirmations individuelles, car les avis reflètent l’opinion personnelle des utilisateurs, certains avis sont accompagnés du statut « vérifié » lorsqu’il est possible de confirmer qu’une interaction avec l’entreprise a eu lieu. En savoir plus
Pour protéger l’intégrité de la plateforme, chaque avis, qu’il soit vérifié ou non, est analysé par notre logiciel automatisé 24 h/24 et 7 j/7. Il identifie et retire tout contenu qui enfreint nos conditions d'utilisation, y compris les avis qui ne se basent pas sur des expériences authentiques. Nous sommes conscients que nous ne pouvons pas tout détecter, et vous pouvez nous signaler tout élément qui aurait pu nous échapper. En savoir plus
Poor fact sheet and product risk transparency e.g. if filtering on global fixed interest products, in most cases cannot see in what countries the “global” bonds are issued and the denominated currency... Voir plus
L'entreprise a répondu
The reviews of individual stocks, funds and ETFs are good. Their suggestions for investing are so-so, touting a good dividend payor who hasn't increased its divdend in years! But the real problem is... Voir plus
L'entreprise a répondu
Abysmal experience. New "improvements" were the opposite. They have no idea what advisors need. Inconsistent quality of data, brutal search refinement capabilities. Finally, I gave up. Went to canc... Voir plus
L'entreprise a répondu
Just deplorable level of customer service as a Financial Advisor. Links were constantly down to Custodian, and third-party vendors. Spent ALL of my time trying connect Morningstar back to vendors a... Voir plus
Aucun historique récent de demande d’avis
Cette entreprise n’a pas récemment invité ses clients à l'évaluer, donc les avis ne sont peut-être pas représentatifs.
A répondu à 80 % de ses avis négatifs
Répond généralement dans un délai d'une semaine
Comment cette entreprise utilise Trustpilot
Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.
Morningstar is a top-class information provider and is the only one to provide certain data and analysis. They employ tens of economics PhDs and their Morningstar Direct appears to be a good offering for professional advisors.
Here I'm discussing Morningstar Premium which they offer to retail customers. Sitting on a treasure trove of data, it manages to set underperformance standards for a paid SaaS offering in 2022.
- An error in their ETF pricing wiped out 99% of a holding and displayed a huge error on the site product page; they fixed it 40+ days after my signaling it
- If subscription renewal fails due to credit card expiration, they don't bother to tell you (happened twice in 4 years)
- The "search security" feature occasionally stops working and may stay so for several weeks.
- Their "portfolio report" was attaching empty pages to the PDF for the last two years ((discontinued since Jan'22 due to 'problems')
- The software used to build the service was good for the year 2008 or so (Java Server Pages?), not updated since, except for a change in font.
Obviously the service is marginal to their business and is purposefully neglected. Perhaps they don't want to improve it, to avoid professionals using this instead of Morningstar Direct. They don't care about tarnishing their brand because their market is B2B.
Having said that, the service is unique and at a low price, I will renew as soon as they fix the security lookup and I can update my portfolio.

Réponse de Morningstar
Stock advice pathetic. Buy ratings for months even years for such stocks as Magellan, AGL, Pushpay which have halved or more in their price. Morningstar wealth destroyers.
I'd like to know who the CTO of this company is and why he/she hasn't been fired. An archaeologist should have a look at the site and it's search function - it's like something from 1991!

Réponse de Morningstar
morningstar claim that stocks in your portfolio have prices 15 minutes delayed. The updates to prices has yet again stopped. This is a regular occurrence and various excuses are given for the failure. Eventually the updates recommence, after a few days or weeks.
If you want to monitor your portfolio, go somewhere else. Don't fall for the Premium User sales pitch. Once they have your money they will not care about giving what you SEE they say they provide on their web site.

Réponse de Morningstar
God handelsportal for private og erhvervs investor
kan klart anbefales også for nybegynder i den finansielle verden
What an awful company. I spoke with a gentleman in sales called Jeff, who has to be one of the rudest customer service people ever. Prior to this rude man I had spoken with two pleasant ladies, one in sales and one in support. The two ladies had tried to help as there was a technical glitch on their website which was locking up my account in some kind of limbo. I spent an hour trying to sort this out, so by the time I got through to the sales representative called Jeff I was already frustrated, but unlike the two ladies Jeff didn't seem to care in the slightest that I'd had a big chunk of my afternoon wasted. I can understand why they have such bad reviews on here. Definitely puts me off ever using Morningstar.

Réponse de Morningstar
I paid for premium, yet when I log in it still says 'free'.
I've been on the phone with them 3 times and they just explain that they don't understand what is wrong and will look into it.
They don't respond to emails or inquiries either.
And with all that in mind, their research is not even good. I really wish someone would launch a competitor.

Réponse de Morningstar
OMG what a joke this company is . I read an article by John Rekenthaler concerning the lack of financial literacy being taught in schools. In some ways I agree with him on this topic and in many I disagree . I wanted to contact him in relation to his article. Firstly, I was put through to a Indian outpost in Mumbai where somebody who could barely speak English tried and failed to connect me with Australia Morningstar . Once again this failed . I tried a further 3 times and failed in all attempts due to this company NOT employing Australian receptionist staff to answer calls from possible clients . John asked readers to get in contact with him if we , as readers , had some form of feedback . John , I wanted to give you some feedback buddy . My father taught me a very valuable lesson in life , one to which you obviously were not taught , or if so , do not practise . Make sure your own house is in order before you start making calls on topics you are not fully aware of and lie outside your professional capabilities/ understanding . As a teacher I can make some judgement calls on this topic . Those calls I wanted to share with you , but due to the failure on your company's part to have an efficient and easy contact method this was not possible . One of the most basic lessons in running a business John is that you have a term called Fiancial implosion due to outsourcing and brand defacing . Your company is doing exactly this and many people are fully aware of this as I have found through some research . If you outsource and your product appears cheap ( let's face it, this is the reason Morningstar has outsourced first contact from clients ) people will associate 'cheap' with your product .

Réponse de Morningstar
Over several days trying to log in to the UK site and set up and compare funds and portfolios. The site and Morningstar may as well not exist for all the response they offer. Dead in the water. Absolutely atrocious.
There you go. Three and a half years later they send a meaningless boilerplate reply. What a useless outfit.

Réponse de Morningstar
Site so slow I can't do anything. Useless.

Réponse de Morningstar
Customer service is terrible.
Staff unsure what they are doing to be completely honest.
Waiting time for orders to be took was ridiculous. Meanwhile staff walking about talking. Eventually had to go to bar myself and ask could we order. Wouldn’t recommend cocktails either as the glsssrs come half filled. Just a terrible experience all in would not recommend.
If ever a website deserved zero stars, this is it. Terrible on every level - it's slow, has broken formatting, broken links and 1990s design. Just horrible.

Réponse de Morningstar
I am still locked out of my premium account since the 5th August despite an active subscription running until June 2023
Since January 2021 I haven't received the monthly portfolio monitor. I was told me that for some reason my e mail which had worked for the last ten years) now bounces back the reports. I have been a premium subscriber since June 2011.
In July I changed the e mail and my password in order to try to overcome this. I was then after an initial period when the premium service worked for a few days the subscription was changed to the free non premium service without any explanation. I have highlighted this to the customer services on a number of occasions they respond-saying it was escalated and they are working on a fix but unfortunately nothing has actually been achieved. I am still locked out of the premium services.
I cant find any complaints policy on their web site? They should have one. I would like to make a formal complaint about the service you are providing and I am paying for and not receiving.
I am becoming frustrated and irritated by the lack of progress as nothing has actually been achieved to resolve the problems.

Réponse de Morningstar
DO NOT SIGN UP TO ANY FREE TRIAL PERIOD WITH MORNINGSTAR. I entered my credit card details which returned an error message and as I never received ANY email communication from the organisation confirming the account set up, thought my details can't have gone through. They have been charging my account every month for a service I never used and to make it worse, you cannot get hold of anyone in the organisation to make a dispute or stop the card payment. I have now had to cancel with my credit card directly. This is a really bad way for them to conduct themselves.

Réponse de Morningstar
HACKED !!! Premium subscriber for 2 months . As other posters found website not user friendly and tools useless, I used it for general information which is avaliable elesewhere free- !Then account blocked.! Customer service, explained "regularly close accounts to stop fraud" a ludicrous excuse. Numerous mails eventually discovered my account had disappeared, and with it my data, including credit card details. I asked for a refund and assurance that no data lost - NO RESPONSE.
Imagine if it was trading account !!!
My recommendation stay away . Avoid it at all costs its unsafe an cant be trusted with your data.

Réponse de Morningstar
Do not use this service it is useless. I paid for premium membership but none of the tools worked wasted my money. I sent several emails complaining but nothing was done. They offered me one-month complimentary extension to my premium account as compensation but that did not work either.

Réponse de Morningstar
8 times I have attempted to unsubscribe and 8 times my request has been ignored, ZERO STARS MORE SUITABLE

Réponse de Morningstar
April 2021. Really want access to the Morningstar analysis, but setting up an account is incredibly hard. I had a free US account, looked at the UK version and decided it made more sense to use. Although both sites use the same user credentials, my US account was recognised but not the UK. It would not allow me to set up an account on the UK side (saying my email address was already in use, but would not allow me to reset my password). Only resolved with two phone calls.
That was the start... now trying to sign up to the Premium service. Impossible, put in all details but just keeps redirecting to a blank sign up form. More phone calls, talking to someone who is just there to answer calls not provide assistance. Waiting for a call back. Useless useless useless. How in this day and age can it be so difficult to sign up for a subscription and give money to a company!!!
Looking at alternative competitors.

Réponse de Morningstar
The Canadian version of the Premium platform is useless. Graphs don't work, it is not possible to import trades, the interface is beyond dated, even your profile information section is broken.
Don't waste your money, this tool needs a MAJOR overhaul before providing any value for portfolio management.

Réponse de Morningstar
Hopeless. Hopeless. Hopeless. Signed up for a Premium subscription for their UK site, twice. Tried to use their x-ray tool, but couldn't get it to work. Kept on getting a runtime error. Tried to access securities through the stock screener, using three different browsers and couldn't. Took multiple screenshots, phoned numerous times, wrote numerous emails. At one stage, I granted their tech team access to my laptop to take screenshots of the problems. No-one got back to me with feedback. In other phone calls they told me that the developers were working on the x-ray issue, and that's the last I heard of that problem. Three weeks down the line I cancelled my membership. Got sick and tired of writing emails, taking screenshots, phoning, being put through the Mumbai office, etc etc.

Réponse de Morningstar
Tout le monde peut écrire un avis Trustpilot. Les auteurs d'avis peuvent les modifier ou les supprimer à tout moment et les avis sont affichés tant que les comptes utilisateurs respectifs sont actifs.
Nous avons des personnes dédiées et des technologies intelligentes pour nous aider à protéger notre plateforme. Découvrez comment nous combattons les faux avis.
En savoir plus sur le parcours des avis sur Trustpilot.
La vérification permet de s'assurer que des personnes réelles écrivent les avis que vous lisez sur Trustpilot.
Offrir des incitatifs en échange d'avis ou demander des avis de manière sélective peut fausser le TrustScore, ce qui va à l'encontre de nos conditions d'utilisation.