• Home
  • About
  • Training
  • Events
  • Solutions
  • Contact Us

AWS Support Resources

How can I change my client’s email for the Web Portal?

You cannot change the email address once submitted. If you mistakenly submit the wrong email address, you should immediately click the Disable button to disable access, remove any reports from the Client Web Portal for that Client, and contact Customer Support to reset the login for that Client.

← Back

  • Recent Articles

    • Portfolio Diversification – the Correlation Matrix
    • Portfolio Types
    • What does my portfolio cost?
    • Importing data to Adviser Workstation
    • Ethical Investing – How Morningstar can help
    • Aggregates (Or ‘How to combine multiple portfolios into one’)
    • Portfolio Performance Reports
    • Adding currencies, security reclassification & pricing – The Definition Master
    • Providing investors visibility via the web portal
    • Planning for Retirement – how Adviser Workstation can help
    • Create truly custom reports
    • New Updated Risk Questionnaire
    • Where am I invested?
    • Chart your data
    • Latest training update – Importing from Excel

Home | About | Training | Events | Solutions | Guest Contributors
Disclaimer | Privacy Policy | Corporate Site | Sitemap
© Morningstar. All Rights Reserved.