95%Would buy again
I required a clear record of my investments for a pension review, and this gave me exactly that. The annual report is laid out sensibly and I was able to print it off without any fuss. The customer letters were courteous and I appreciated that.
Read moreI've been a customer for a long time, so the fee change caught me off guard. The new charge was added without much notice and it took a couple of phone calls to get a clear answer about what I'd be paying. The statements are fine, but I expected better communication from a firm this established.
Read moreThe fees are the first thing I noticed, the monthly charge is lower than my last provider and there's no minimum to start. Opening the account took about ten minutes online and my ISA transfer came across in under three weeks, which was quicker than I expected. Tracking everything in one place has saved me a lot of messing about.
Read moreI needed a way to track my funds in one place after moving some money around. The site is informative and the tools are useful, but it took me a fair while to work out how to set up the watchlist. The support reply to my question came after a few days, which was slower than I'd hoped.
The data is what I noticed first, and it's very detailed, almost too detailed for a quick look. I know my way around financial terms so I could follow it, but it took a while to find the bit I wanted. It does the job, though it could be friendlier for someone newer to this.
Share your own experience to help other customers. Your review is published under your name.
Morningstar is an investment research firm best known for its independent analysis of funds, stocks and other investment products. Its ratings, data and portfolio tools are used by individual investors, financial advisers and institutions to compare and assess investments. The company publishes research through its website and investment publications, and it also provides software and data services to professional clients.
Morningstar operates a subscription model for its premium research and tools, while much of its market commentary is available free of charge online. Its work is closely associated with the analysis of mutual funds and exchange-traded funds, which remains central to its reputation among investors in the United Kingdom and elsewhere.
