Client Web Portal Settings

The Client Web Portal is a secure Web site where your clients can view aggregated investment information and retrieve Morningstar Office reports and uploaded content. In the Client Web Portal Settings window, you can specify display options, document upload preferences, notification settings, and disclosure content.

The link for the Client Web Portal login page is https://cwp.morningstar.com/

Data for the Client Web Portal is securely transmitted using 128-bit encryption.

Overview Settings

  1. To display components on the Client Web Portal, check the Enable Aggregate Component section on Web Portal box.

  2. When you make selections from the drop-downs, preview images of the components appear.

  3. To disable a component, click the drop-down for that component and select Empty.

  4. Click the As Of Date for Data drop-down to select the type of as of date you want to use for all components.

  5. Click Preview to view a preview of the Web Portal layout you have selected.

  6. When you are finished, click Save.

Account Detail Settings

  1. To display the Account Details tab on the Client Web Portal, check the Enable Account Details Tab box.

  2. When you make selections from the drop-downs, preview images of the components appear.

  3. To disable a component, click the drop-down for that component and select Empty.

  4. For the Holdings component, click the Select Columns link to launch a new window where you can specify which data columns to display.

  5. Click the As Of Date for Data drop-down to select the type of as of date you want to use for all components.

  6. Click Preview to view a preview of the Web Portal layout you have selected.

  7. When you are finished, click Save.

Document Settings

You can configure the features of the Client Web Portal here. These settings will be applied to all clients' Web Portals.

  1. To allow clients to upload documents, check the Allow Clients to upload documents via the Web Portal box.

  2. If you want uploaded documents to automatically post to the Client Web Portal, check the Auto post uploaded documents to the Client's Web Portal for viewing by the Client after upload box.

  3. Check the box(es) for the file type(s) you want clients to be able to upload.

  4. Click the drop-down and select the folder where uploaded documents will be saved.

  5. To enable folders in the Web Portal, check the Display report folders on Web Portal box.

  6. When you are finished, click Save.

Notification Settings

You can enter a custom message that will alert clients when you post reports to the Client Web Portal. You can also disable e-mail messages altogether.

  1. In the text box, enter the message that you would like to have sent to your clients each time you post a report. 

Note: Please be advised that any text in this message will be sent to all of your clients so you should not include any content specific to any one client.

  1. Morningstar Office pulls identifying information from your User Profile to populate your email signature. To use a saved signature instead, check the Use default email signature for automatic notification emails box.

  2. Check the paper and pencil icon to edit your default signature.

  3. To disable report notification e-mails, check the Disable automatic notification e-mail for posted reports box.

  4. To disable setup notification e-mails, check the Disable automatic notification e-mail for intial Client Web Portal setup box.

  5. To disable client upload notification e-mails, check the Disable automatic notification e-mail for client uploads box.

  6. When you are finished, click Save.

Disclosure Settings

  1. To display disclosure text in the footer of your the Client Web Portal, check the Enable Footer with Disclosure Information box.

  2. In the text box, enter your disclosure text (1200 characters max).

  3. Check the Add Morningstar icon to footer box to add a Morningstar icon to the footer of the Client Web Portal.

  4. When you are finished, click Save.

Electronic Delivery Consent

To include an electronic delivery consent acceptance option for clients, check Enable Electronic Delivery Consent Page.

  1. Click Add New Version

  2. In the text box, enter your electronic delivery consent text.

  3. Click Save.

  4. To update your electronic delivery consent text, click Add New Version and type new text in text box. Versions will be dated and numbered.

  5. When you are finished, click Save

Firmwide Settings

Firms with multiple advisors can maintain a consistent Web Portal firm wide. To enable Firmwide settings:

  1. Select Firmwide Settings.

Once enabled, the Client Web Portal for all firm members will have the same look and feel, including: identical disclosures, logos, and settings.

Note: Any firm member will be able to make changes to Firmwide portal settings at any time. Changes will be reflected in firm member portals that have selected Firmwide Settings. Firm members who do not select Firmwide settings will not be affected.