Morningstar® OfficeSM / Morningstar® Advisor WorkstationSM
Your privacy is very important to us. At Morningstar, we want to make your experience with us is satisfying and safe.
PERSONAL INFORMATION WE COLLECT
The types of personal information we collect depend on the specific product or service we make available to You. This information may include, but is not limited to:
Personal Advisor Information: advisor name, phone number, physical and e-mail addresses
Personal Client Information: client name, phone number, physical address, social security number/Tax ID, salary, and portfolio holdings
PERSONAL INFORMATION WHY WE COLLECT IT
Morningstar may collect certain Personal Advisor Information and/or Personal Client Information (collectively, “Personal Information”) to provide You with investment information and tools, to perform marketing and research related activities, to supply other administrative services (e.g., setting up new accounts), to respond to inquiries, etc. In addition we may from time to time review your usage of the product to better provide you with information about other products or services that we believe may be of interest to you.
PERSONAL INFORMATION HOW WE COLLECT IT
The Personal Advisor Information Morningstar collects may be captured from a variety of sources. These sources include, but are not limited to:
USE AND ACCESS TO PERSONAL INFORMATION BY OTHERS
As a general rule, Morningstar will not make any Personal Information gathered using Morningstar Office or Morningstar Advisor Workstation available to anyone outside of Morningstar and its affiliates -- except as instructed by You or where required to comply with law. Please note, however, that there are several exceptions to this policy. First, if Morningstar uses service providers, these service providers may have access to Personal Information to perform contractually specified services on behalf of Morningstar or You. Second, if You indicate that You are interested in receiving information about a particular third party’s products/services, or you opt to receive certain products or services through Morningstar, we may provide Advisor Personal Information to that third party for purposes of fulfilling your request(s).With respect to its service providers, Morningstar contractually requires that all Personal Information be kept confidential. Additionally, Morningstar takes reasonable steps to ensure that third parties receiving Personal Information maintain the confidentially of that information.
LINKS TO OTHER WEB SITES
Morningstar may provide links to one or more other Web sites via this product. We encourage you to read the individual privacy policies of those sites before providing them with any of your personal information.
PROTECTION OF YOUR PERSONAL INFORMATION
Morningstar puts reasonable security measures in place to protect against unauthorized access to, or unauthorized alteration, disclosure or destruction of Personal Information. These measures include internal reviews of our data collection, storage and processing practices and security measures, as well as physical security measures to guard against unauthorized access to systems where Morningstar stores personal data.
Morningstar operates secure data networks protected by industry standard firewall and password protection systems. Morningstar’s security and privacy policies are periodically reviewed and enhanced as necessary and only authorized individuals have access to the information provided.
ACCURACY OF PERSONAL INFORMATION
You are responsible for periodically checking to ensure that any Personal Information included is updated and correct.
HOW TO UPDATE PERSONAL INFORMATION
If You desire to update any Personal Information, You may do so by accessing Morningstar Office or Morningstar Advisor Workstation
WHAT ABOUT CHILDREN'S PRIVACY
Morningstar does not separately identify, or collect, any information that is specific to children.
If You have further questions about our privacy practices, please contact Morningstar Support or contact your home office.