PDF Setting up the Client Web Portal r.com

Setting up the Client Web Portal

Office

Copyright ? 2018 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; (3) is not warranted to be accurate, complete or timely; and (4) does not constitute advice of any kind. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Any statements that are nonfactual in nature constitute opinions only, are subject to change without notice, and may not be consistent across Morningstar. Past performance is no guarantee of future results.

Morningstar Office September 2018

? 2018 Morningstar. All Rights Reserved.

Contents

Setting up the Client Web Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 How do I display my firm's logo? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 How do I Access Client Web Portal settings? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 How do I establish Firm Level Settings for the CWP? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 How do I enable the Overview tab within CWP Settings? . . . . . . . . . . . . . . . . . . . . . . . . . 5 How do I enable the Investments tab within the CWP settings? . . . . . . . . . . . . . . . . . . . . 6 How do I enable the Account Details tab within the CWP? . . . . . . . . . . . . . . . . . . . . . . . . 9 How do I enable the Documents in the CWP?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 How do I create a folder structure in Morningstar Office? . . . . . . . . . . . . . . . . . . . . . . . . 11 How do I move a document into a folder I created? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 How do I enable the Notification tab of the CWP settings window? . . . . . . . . . . . . . . . . 14 How do I enable the Disclosure tab of the CWP Settings window? . . . . . . . . . . . . . . . . . 14 How do I enable the electronic delivery consent tab of the CWP settings window?. . . . 15

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Contents

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Morningstar Office September 2018

? 2018 Morningstar. All Rights Reserved.

Setting up the Client Web Portal

The Client Web Portal (CWP) is a secure web site that your clients can log into using their email and a custom password. In addition to providing real-time visibility into your client's accounts and portfolios, the CWP also acts as a two-way communication vehicle, allowing you to upload reports and receive documentation from your clients, securely. The first step is to determine what your clients see when they login to the CWP. This manual provides detailed instructions on how to set up the CWP. The following topics are covered:

g Displaying your firm's logo on the CWP g Accessing the Client Web Portal Settings window in Morningstar Office g Configuring the same CWP for all members in your firm; and g Enabling settings within the CWP Setting window.

Overview

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