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Target Date
Target Date Fund Series Report
Target-Date 2000-2014
Target-Date 2015-2029
Target-Date 2030+
Target-Date Fund Series Report
Task Manager
Task Settings
Tasks
Creating a New Task
Default Task Settings
Tax Cost Ratio
Tax Lot Data
Importing and Reconciling Tax Lot Data in Morningstar Office
Importing and Reconciling Tax Lots and Cost Basis FAQ
Tax Lot Method Settings
Tax Lot Method Settings
Portfolio Accounting System Settings Overview
Tax Managed
Tax Withheld
Tax-Free Money Market Category
Taxable Merger
Taxable Money Market Category
TD Ameritrade
Exporting from Your Custodian
Exporting Data from TD Ameritrade
Import from TD Ameritrade
TDA
Exporting Data from TD Ameritrade
Import from TD Ameritrade
Tech
Tele
Tender Offer
Three-Year Earnings Growth
Ticker - Funds
Ticker--Stocks
Ticker/CUSIP Changes
Handling Ticker/CUSIP Changes
Misaligned Securities
Tiered Fee
Time Out
Time Weighted Rate of Return
Time-out
Tip Sheet
Report Studio Process
Building your Reporting Package
TMT
To Create a User-defined Security
To Create an Investment List
Tobc
Tools
Find Transactions
Find Transactions Utility
Find Transactions for Security Dialog Box
Top Five Fund Ownership
Top Fund Owners
Equities: Data Definitions: Owners: Top Fund Owners
Equities: Data Definitions: Owners: Top Fund Owners
Top Holdings-Snapshot Report
Top Rated Stocks
Equities: Data Definitions: Analyst Research: Top Rated Stocks in Sector
Equities: Data Definitions: Analyst Research: Top Rated Stocks in Sector
TOPIX
Total Annual Return Chart
Total Assets
Total Assets - Stocks
Total Assets ($mil)
Total Assets--Quarter 1
Total Capital Gains
Total Equity
Total Equity--Quarter 1
Total Expense
Total Holdings
Total Insurance Expense %
Total Liabilities
Total Liabilities--Quarter 1
Total Market Value
TOTAL Online
Total Rebalance Expert (tRx) Access Code Generation
Total Return
Total Return (VA/L Subaccounts)
Total Return % Rank --Industry
Total Return % Rank--All
Total Return % Rank--Industry
Total Return % Rank--Sector
Total Return Percentile Rank_ Morningstar Category
Total Return Percentile Rank_ Obj
Total Return Percentile_ Obj.
Total Return--Annual
Total Return--Trailing
Total Returns (Monthly)-Separate Accounts
Total Returns (Quarterly)-Separate Accounts
Total Returns: Current vs. Monthly
TR
Tracking Error
Trad Pfand
Trade Blotter
Trade Orders
Trade Warrior
Trailing Return
Trailing Return % Rank in Category
Trailing Return +/- Category
Trailing Return +/- Index
Trailing Returns-Snapshot Report
Training Curriculum
Training Materials
Transaction Settings
Transaction Types
Transaction: Reversal/Delete
Transactional Account Reports/Amortization and Accretion
Transactional Account Types
Transactional Accounts
Adding holdings to a transactional account
Adding transactions to transactional accounts
Converting a transactional account to a quick account
Deleting transactions from transactional accounts
Editing a transactional account
Editing transactions in transactional accounts
Viewing Transactions
Creating a transactional account
Deleting holdings from an account
Deleting an account
New Account
Transactional vs. Quick Account
Transactions Settings
Transfer Agency Fee
Transfer Holdings
Transfer-in
Transfer-out
Transpt
Trd
Trdg
Treynor Ratio
Troubleshooting Guide for Common Import and Reconciliation Issues
Trsy
True No-Load Fund
Trustee - ETFs
Trvl
TRX
Export to Third-Party Rebalancing Software
TRX Access Code Generation
Uploading Account Position by Lots file to Total Rebalance Expert (tRx)
TRX (Total Rebalance Expert) Integration
TRX Access Code Generation
Uploading Account Position by Lots file to Total Rebalance Expert (tRx)
TRX (Total Rebalance Expert) Integration Overview
TTM (trailing 12 months)
Turnover Ratio
TWR
TWR Data Diagnosis Report Options
Time-Weighted Return Diagnostic Report
TWR (Time Weighted Return)
TWR Diagnosis Report
Type
Type Weightings-Snapshot Report
U.S. Stock Categories
Ultrashort Bond Category
Unclassified Holdings
Underlying Fund Name
Understanding LPL Cash Flows in Morningstar Office
Understanding Security Mapping
Understanding the CWP Settings Tabs
Understanding the Import Process
Unmanaged Asset
Select Holding Settings
Unmanaged Assets
Unposting Transactions
Unrealized Capital Gain
Unrealized Gain/Loss Report
Upcoming Batch Report Review
Update Client, Account, and AUM Values after Importing
Update Preferences
Update Profile
Updating Your User Profile
Upload Document
Uploading Account Position by Lots file to Total Rebalance Expert (tRx)
Upside Capture Ratio
Upside Capture Return
Upward Revisions
Ureg
URL
US Asset Classification
Usage
Usage Reports
User Default Settings
User Defined Data Points
User Defined Fields
User Profile
User-defined Securities
To edit a user-defined security, etc.
Definition Master Overview
To define a security
User-defined Security Universes and Corresponding Security Types
Security Reclassification
How to Determine Security Type and Price Source
User-defined security report
User-defined Security Universes and Corresponding Security Types
Using Note Filter in Client/Prospect/Account Grid View
Using Setting Assignments
Using Specified Lot Tax Lot Method
Using the Audit Report to Find Updated or Deleted Transactions
Using Workflow Monitor
USTREAS
Util
VA
VA Subaccount Logic
VA Suitability Manager
Val
Valuation Multiples-Snapshot Report
Value Score
Value-Growth Consistency
Value-Growth Consistency Metric
Value-Growth Dispersion
Value-Growth Dispersion Metric
Value-Growth Score
Variable Annuity
Variable Annuity Subaccount Logic
Variable Model Portfolio
Variable Model Portfolios
Vcle
Video
Billings Overview
Creating Billing Disclosures
Tiered Fee
Flat Fee
Setting Fee Methodology Types
Creating a Single Billing Summary
Generating Billing Summaries for Multiple Clients
Creating Custodian Fee Files
Generating Fee Data
Setting Fee Allocation
Importing and Reconciling Tax Lot Data in Morningstar Office
Hypothetical Illustration
Bulk Data Upload
Report Studio Process
Building your Reporting Package
Session 1 - Client Management
Session 2 - Reports
Session 3 - Client Relationship Management
Session 4 - Research
Advanced Topics
Quarter-end Class Series
To Create an Investment List
Data Point Searches
https://gladmainnew.morningstar.com/articles/video/30/Alerts/Alerts.htm
Alerts Overview
Viewing a Blotter
Viewing Post History
Volatility Rank
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