How to Delete Morningstar Completely

Table of Contents:

1. Delete via Email
2. Delete on iphone
3. Delete on android

Reading time: 47 seconds

Data Morningstar collects from your device

1. read the contents of your USB storage
2. modify or delete the contents of your USB storage
3. read the contents of your USB storage
4. modify or delete the contents of your USB storage
5. take pictures and videos
6. record audio
7. view Wi-Fi connections
8. view network connections
9. full network access
10. run at startup
11. draw over other apps
12. control vibration
13. prevent device from sleeping
14. download files without notification
15. receive data from Internet

1. Delete Morningstar Account through Email

There are 2 methods to get your data (and account) deleted by Morningstar for Advisors:

1. Under GDPR: EU/UK Residents have the right to ask (via email), an organization that holds data about them to delete it. This is known as the ‘right to erasure’. Organizations have one month to respond to the request.


2. Under CCPA: California residents have the right to request that a company delete the data/personal information it has on them. A failure to comply with this will result in a fine of upto $7,500.

Now you understand what the Law says, Send your Request directly to Morningstar using the form below:

Alternatively, you can follow these steps below to get Morningstar to delete your account/data:

1. To delete your Morningstar account, contact Morningstar via email and provide the reasons for your request.
2. Mention the law under which you make your request (GDPR or CCPA).
3. Notify Morningstar of the penalty for non-compliance - A $7,500 fine under CCPA and 4% of annual turnover under GDPR.
4. Send the email to AdvisorSupport@redacted... Login to see email.

2. How to Delete Morningstar on Iphone

1. On iphone, Goto "Settings "
2. Click on "General" » "Iphone Storage".
3. Select the app, and click "Delete Morningstar for Advisors".

3. Delete Morningstar on Android phone

1. Go to your Android phone Settings.
2. Click on "Apps & Games".
3. Select "Morningstar for Advisors" and Click "Uninstall".

1. • Access Client Accounts on the Go View your personalized dashboard to view clients and households (including cumulative market value, top holdings, and top clients), so you can position new, relevant business to your clients quickly from your pocket.

2. • Increase advisor efficiency with relevant market insights Access the latest research, news, and videos from Morningstar's extensive content library, all from your smartphone.

3. Refocus advisors on client connection in this modern digital world with Morningstar for Advisors, the smartphone companion to Morningstar Advisor Workstation.

4. Digitize portfolio information almost instantly with its intelligent digital assistant's simple capture, crop, and create workflow.

5. Once you've captured the portfolio, you can designate the portfolio information to existing clients and households, or to a new prospect.

6. Search securities or clients for a fast, up-to-date picture of the market while out and about, so you can provide more value to your clients.

7. You can either capture images of client portfolios with a single page statement, or multiple pages of a statement at once.

8. Download now to start optimizing your time and streamlining your business.

9. You can then crop the image to highlight the holdings.

10. Feedback welcome! Please contact AdvisorSupport@morningstar.com to get in touch.

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