Follow the steps below to get started. No login credentials are required.
1. Watch "Getting Started" videos to learn basic navigation and functionality, what you have access to, and how to build a list of investments to apply to all other areas of Morningstar Direct.
2. The Basic Level User Guide Chapters help you get started with Morningstar Direct. It includes User Guide Chapters to the Basic Level topics such as User Preferences, Investment List, Search Criteria, and Data Sets & Calculations.
3. Here is a compiled list of training videos about the Morningstar Direct Cloud interface and its new capabilities.
4. To learn more about the Morningstar web-based cloud version, visit direct.morningstar.com.
To test your knowledge, you can take basic, intermediate and advanced level exams. Once you have passed and completed all levels of the exams, you will automatically receive the certification in electronic format. You can access videos and user guides from the Learning Center. You can also register for live sessions or complimentary webinars all on Morningstar Direct's website.
If you need the login credentials or have any questions regarding the tests, please send a request to firstname.lastname@example.org. Make sure you save your login credentials for accessing Morningstar Direct and the login details you created for taking the test. Read the instructions carefully before you start. There is no time limit for the tests. You can either finish it in one sitting or save the test and finish at a later date.