How to Cancel Morningstar Investor
Need to cancel your Morningstar Investor subscription? This guide will walk you through the cancellation process step-by-step. Whether you subscribed directly through Morningstar's website or through the mobile app, we'll show you exactly how to cancel.
Note: After canceling, you'll retain access to Morningstar Investor premium features until the end of your current billing period. Your account will be downgraded to the free tier after your subscription expires, but some basic features may remain accessible.
Step 1: Open My Account and Subscription
In the top right corner, click the My Account icon (person-shaped), then select Subscription to open the Subscription tab.
My Account icon and Subscription
Step 2: Cancel Subscription
On the Subscription tab, find the Subscription section and choose Cancel Subscription.
Cancel Subscription under Subscription section
Step 3: Review Information and Complete Survey
Morningstar will show you important pre-cancellation information. Read it, then complete the short survey that follows. Finish the flow to confirm your cancellation. You’ll keep access until the end of your current billing period.
Pre-cancellation info and survey
Troubleshooting
- Click the My Account icon (person-shaped) in the top right → Subscription
- On the Subscription tab, look under the Subscription section for Cancel Subscription
- Complete the pre-cancellation information and short survey to finalize
- If you're on the free tier or already canceled, you may not see the option
- Clear your browser cache and cookies if needed
Monthly subscriptions can typically be canceled anytime without fees:
- Cancel before your next billing date to avoid being charged
- You'll retain access until the end of your current billing period
- No early termination fees apply to monthly plans
If you want to keep using Morningstar with free tier features:
- Your account will automatically downgrade to free tier after cancellation
- Free tier includes limited features
- Premium research and ratings will be disabled after subscription expires
- You can always upgrade again later if needed
Your research and portfolio:
- May remain accessible on the free tier with limited features
- Premium research and ratings will be disabled
- Export your research before canceling if you want to keep it
- Some portfolio features may not be available on free tier
Your saved research:
- May remain in your account
- May have limited access on free tier
- Export important research before canceling
- Some research features may require premium subscription
Morningstar doesn't offer a pause option. However, you can:
- Cancel and reactivate anytime
- Your account will be downgraded to free tier
- You can upgrade again when you're ready
- Check your email for a cancellation confirmation from Morningstar
- Verify the cancellation date matches when your current billing period ends
- Make sure you completed the full flow: My Account → Subscription → Cancel Subscription → pre-cancellation info and survey
- Contact Morningstar Support if charges continue after the cancellation date
Yes, you can export your research:
- Use the export feature in Morningstar
- Export research reports in various formats
- Save your portfolio and watchlists before canceling
- Your research may remain accessible on free tier with limited features
Morningstar offers support through:
- Help Center: Comprehensive guides and FAQs at morningstar.com/support
- Email Support: Contact via the Help Center
- Support Contact: Available through morningstar.com/support/contact-us
Additional Information
- Reactivation: You can reactivate your Morningstar Investor subscription anytime by visiting morningstar.com or through the app
- Account Downgrade: Your account will automatically downgrade to free tier after cancellation
- Free Tier: Free tier includes limited features - premium research requires subscription
- Monthly Plans: Monthly subscriptions can be canceled anytime without fees
- Export Research: Export your research before canceling to ensure you have backups
Conclusion
You've successfully canceled your Morningstar Investor subscription! You'll continue to have access to premium features until the end of your current billing period. After that, your account will be downgraded to the free tier, and you'll lose access to premium research, ratings, and portfolio tools.
Some basic features may remain accessible on the free tier. If you need help, Morningstar Support is available through the Help Center.
