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FAQs for Billing
FAQs for Merger Transactions
FAQs for Spin-off Transactions
FAQs for Split Transactions
Fatal Error Import
Favorites Menu
Fd
Fee Allocation
Fee Data
Fee Information
Fee Methodologies Video
Fee Waived Amount
Fee Waiver
Fees & Expenses-Separate Accounts
Fees and Expenses
Fees Score
Fgn
FHLMC
Fidelity
Exporting Data from Fidelity Streetscape
Exporting Data from Fidelity WealthCentral
Exporting from Your Custodian
Importing from Excel for Fidelity Wealth Central
Importing from Fidelity
Fin
Finance Logix Integration Overview
Financial Health Grade
Financial Leverage
Financial Leverage % Rank Industry
Fincl
Find Accounts with Holding
Find Similar Funds
Find Similar Funds Methodology
Find Similar Funds
Find Transactions
Find Transactions
Find Transactions for Security Dialog Box
Find Transactions for Security
Find Updated or Deleted Transactions
FINRA
12b-1 Current
Load-Adjusted Total Returns (Current Month)
Load-Adjusted Total Returns (Quarter-End)
Morningstar Advisor Workstation Office Edition Subscription and User Agreement
OTC (over the counter)
Quick Snapshot Report
Snapshot Report
NASD Name Change
FINRA-Reviewed Reports
Firm Administration
Firm Administration: Custodian Import
Firm Administration: Custodian Order Management
Firm Fee Instruction
Firm Name
Firm Name
Updating Your User Profile
First Clearing
Fiscal Quarter
Fiscal Year End
Fiscal Year One
Fitch Rating
Five-Year High
Five-Year Low
Fixed Account Guaranteed Minimum %
Fixed income Amortization and Accretion Report
Fixed Income Arbitrage
Fixed Income Security Market Value Calculation
Fixed-Income Style Box - Funds
Fl
Flat Fee
Float % Estimated
FNMA
Forcing a Reconciliation Out of Balance to be In Balance
Forecast
Forecast Comparison
Foreign
Foreign Large Blend Category
Foreign Large Growth Category
Foreign Large Value Category
Foreign Small Mid Blend
Foreign small/mid blend
Foreign Small/Mid Growth Category
Foreign Small/Mid Value Category
Foreign Stock (Objective)
Foreign Stock Category
Form Letter
Forward P/E Ratio
Free Cash Flow
Free Cash Flow % Change
Free Transfers Per Year
Free Withdrawals % of Account Value
Front Load
Front Sales Charge
Front-End Load
FTSE All Share
FTSE Nordic
Fund Address
Fund Advisor
Fund Allocation Methodology
Fund Expense Ratio
Fund Family
Fund Family Score
Fund Id
Fund Name
Fund of Funds
Fund of Funds - Hedge Funds
Fund Ownership %
Fund Statistics-Snapshot Report
Fund Total Assets $MM
Fund vs. Fund
Fund vs. Fund Report
To access a Fund vs. Fund report
Report Annotations
Funds Buying
Equities: Data Definitions: Owners: Funds Buying
Equities: Data Definitions: Owners: Funds Buying
Funds Selling
Equities: Data Definitions: Owners: Funds Selling
Equities: Data Definitions: Owners: Funds Selling
Future retirement savings needed
Fxd
GBI
Gbl
GDP
GDP Growth %
Gds
Gen
Generate a Composite Performance Report
Generate a Group Performance Report
Generate Fee Data
Generate Fee Data Icon
Generating Billing Summaries for Multiple Clients
Generating Fee Data
Generating Fee Data Video
Generating Initial Transactions
Geometric Average Capitalization
Geometric Average Capitalization - Portfolio Snapshot Report
Getting Started with Morningstar Office Data Imports
Importing Data into Morningstar Office - Getting Started
Preparing to Import Data into Morningstar Office
Glide Path Type
Global Category
Global Expense Summary
Global Fund Report
Availability
Definitions
Global Macro
Global Transaction Wizard
GN
GNMA
Goal Plans
Gov
Government Bond--Adj-Rate Mortgage (Objective)
Government Bond--General (Objective)
Government Bond--Mortgage (Objective)
Government Bond--Treasury (Objective)
Govsp
Govt
GR
Grant Access to the CWP
Graphs
Creating an Investment Growth graph
Creating a Total Annual Return graph
Creating a Rolling Return graph
Creating a Risk/Reward graph
Creating a Return vs. Category Quartiles graph
Creating a Premium/Discount graph
Creating a Correlation Matrix
Graphs Overview
Price Chart
Creating a Return Bar Chart
Creating a Holdings Similarity Chart
Creating a Dividend Bar Chart
Creating a Rolling Yield Chart
Creating an Income vs No Income Chart
Gross Domestic Product (GDP)
Gross Expense Ratio
Gross Income
Gross Return
Group Performance Report
Groups
To generate a group performance report
To edit a group
To delete a group
To create a group
Groups Overview
Growth (Objective)
Growth and Income (Objective)
Growth Chart
Growth Chart
Creating an Investment Growth chart
Growth Grade
Growth Score
Gurntd
GvGtd
Handling Long/Short Option Out of Balances
Handling Ticker/CUSIP Changes
Handling Warnings in the Import Blotter
Hard Asset
Hardware Requirements
Hath
HC
Hedge Fund Agreement
Hedge Fund Summary
Hedge Funds
Hedge Fund Overview
Hedge Funds
HF
Hgd
HiddenLevers
HiddenLevers Integration Overview
High Estimate $
High Watermark
High Yield
High-Yield Bond Category
High-Yield Muni Category
Historical Earnings Growth
Historical Earnings Growth Factor
Historical Market Cap Breakpoints
Historical Market Cap Breakpoints
Market Cap Breakdown
Historical Returns
History (Investment Detail Report)
Holding Out of Balances
Holdings Similarity Chart
Holdings Transfer Wizard
Hollow Stars
Home Page
Hong Kong (Hang Seng)
Householding Clients and Accounts
How Morningstar Office Calculates the Yield for User-Defined Securities
How to Add a User-defined Security to a Benchmark
How to Add a User-defined Security to a Model
How to Add a User-defined Security to a Quick Account
How to Add a User-defined Security to a Transactional Account
How to Create a Contact
How to Create a Custom View in Research
How to Create a Distribution List
How to Create a Microsoft Excel Client/Account Mapping for Manual Accounts
How to Create a New Task
How to Create a Note
How to Create a User-defined Security
How to Create an Appointment
How to Create an Investment List
How to Create and Save an Aggregate Portfolio
How to Create and Send an Email
How to Delete a Note
How to Determine Security Type and Price Source
How to Edit a Custom View in Research
How to find Morningstar Index Constituents
How to Import and Reconcile Tax Lot Data in Morningstar Office
How to Send Positional Data from Morningstar Office to Redtail CRM
How to Transfer Contact Information from Redtail CRM into Office
How to Update Client, Account, and AUM Values after Importing
Hsg
Htl
Hurdle Rate
Hushld
Hwre
HY
Hypo
Working with Hypothetical Illustrations
Hypothetical Illustrations: Update Preferences
Hypothetical Illustration
Copy Hypothetical Illustration
Creating a hypothetical illustration
Creating a hypothetical illustration from an account
Deleting a Hypothetical Illustration
Editing a Hypothetical Illustration
Hypothetical Illustration Methodology
Hypothetical Illustration Report Definitions
Report Annotations
Working with Hypothetical Illustrations
Hypothetical Illustration: Update Preferences
Hypothetical Illustration: Advanced Buy/Sell Tab
Hypothetical Illustration: Buy Tab
Hypothetical Illustration: Fees Tab
Hypothetical Illustration: Investments Tab
Hypothetical Illustration: Reinvest/Rebalance Tab
Hypothetical Illustration: Report Options Tab
Hypothetical Illustration: Taxes Tab
Hypothetical Illustration: Update Preferences
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