How to Cancel Your
Morningstar Investor Subscription
Cancel your Morningstar Investor research subscription in under 3 minutes. Keep access to premium analyst reports through your current billing period.
Quick Overview
Difficulty
EasyTime
~3 minutes
Method
Website
Refund
Contact support
Cancel Morningstar Investor on the Website
Sign in to your Morningstar account
Go to morningstar.com/members/settings and sign in with your Morningstar credentials. Make sure you use the account that holds the premium subscription.
Go to membership settings
Navigate to your Membership or Subscription settings. Review your current plan (monthly or annual Morningstar Investor) and note your renewal date.
Click Cancel Membership
Select Cancel Membership or Cancel Subscription. Morningstar may present you with reasons to stay or offer a discounted rate. You can decline these offers and continue.
Confirm your cancellation
Complete the confirmation step and watch for a cancellation email. Your premium features remain accessible until the end of your current billing period.
Subscribed Through Apple or Google?
Morningstar Investor is primarily managed through the website. If you subscribed via a mobile app and are billed by Apple or Google, cancel through those platforms instead.
Cancel via iPhone / iPad
- 1. Open Settings on your iPhone
- 2. Tap your name at the top (Apple Account)
- 3. Tap Subscriptions
- 4. Tap Morningstar in the list
- 5. Tap Cancel Subscription and confirm
Cancel via Android
- 1. Open the Google Play Store app
- 2. Tap your profile icon (top right)
- 3. Tap Payments & subscriptions
- 4. Tap Subscriptions then Morningstar
- 5. Tap Cancel subscription and confirm
What Happens After You Cancel Morningstar Investor?
Premium access continues until period ends
Your Morningstar Investor subscription remains active through the end of your billing cycle. Continue accessing analyst reports, fair value estimates, and portfolio tools.
Free tier still available
After cancellation, your Morningstar account reverts to the free tier. You still get access to basic star ratings, fund pages, and limited screener tools at no cost.
Portfolio X-Ray and screeners limited
Premium portfolio analysis tools like X-Ray, advanced screeners, and detailed stock/fund comparisons will be restricted. Export any reports you need before your access ends.
Your portfolio data is preserved
Your portfolio watchlists and tracked holdings remain in your account even after canceling. They will be there if you decide to resubscribe later.
Frequently Asked Questions
Will I lose access to Morningstar star ratings after canceling?
No. Basic Morningstar star ratings for mutual funds and ETFs are available for free on morningstar.com. You lose access to premium features like analyst reports, fair value estimates, portfolio X-Ray, and advanced screeners.
Can I get a refund from Morningstar?
Morningstar may offer refunds for annual subscriptions within a limited window after renewal. Contact their member services team for specific refund requests. Monthly subscriptions typically are not refunded.
Is Morningstar Investor worth it?
Morningstar Investor is valuable for self-directed investors who want independent analyst reports, fair value estimates, and portfolio analysis tools. If you rarely use these features, the free tier may be sufficient for your needs.
Can my brokerage provide Morningstar reports for free?
Many brokerages like Fidelity, Schwab, and Vanguard include Morningstar research reports for their account holders at no extra cost. Check with your brokerage before paying for a separate Morningstar subscription.
What is the difference between monthly and annual plans?
Morningstar Investor offers both monthly and annual billing. The annual plan is typically discounted compared to paying monthly. Both plans provide the same premium features and are cancelable at any time.
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