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Security Mapping Issues

You may see out of balances (OOB) in your reconciliation due to security mapping issues. If a security mapping was manually changed or a security from your custodian has a different identifier (CUSIP/Ticker) than is used within the Morningstar Office account, this can cause reconciliation issues.  Click here for more information on Security Mapping.

How to identify OOB due to mapping issues

How to fix security mapping issues

Due to the complex nature of security mappings, we recommend that you call Morningstar Office Product Support at 1-866-215-2503 for assistance in fixing security mapping issues.