Access an existing account

How to access your existing Morningstar Managed Portfolio account:


Online
Log on by visiting the Morningstar Managed Portfolios account holders site.

To access your account for the first time, click on the "Account holders" link in the "New Users" section and follow the simple instructions to activate your account.

Access your account online now »


By phone
You can also access your account by calling 1-866-727-7277.

Visit Morningstar's Website »


PDF Download the commission and fee schedule »

 

Mercer Securities is a division of MMC Securities Corp., a registered broker-dealer and investment advisor, member FINRA/SIPC, and provides brokerage and advisory services in connection with the Morningstar Managed Portfolios Program.

©2010 Morningstar Investment Services, Inc. All rights reserved. Morningstar Investment Services is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Managed Portfolios is offered by Morningstar Investment Services, and is intended for citizens or legal residents of the United States or its territories. This program can only be offered by a registered investment advisor or investment advisor representative. Morningstar Investment Services, Inc. is not affiliated with Mercer Securities.

Advisory Services
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M255011 10/09

Before investing, consider the investment options’ or funds’ investment objectives, risks, charges and expenses. Please call 1-800-685-6474 or visit your plan’s website for an offering statement or for a fund prospectus and, if available, a summary prospectus containing this and other information. Read it carefully.

Mercer Wealth Solutions is a trademark of Marsh & McLennan Companies, Inc.

Mercer Securities brokerage transactions are cleared through Pershing LLC, Member of FINRA, NYSE, and SIPC.

Mercer Securities Retirement Specialists are Registered Representatives of Mercer Securities.

Mercer HR Services, LLC and MMC Securities Corp. are affiliates of and owned by Marsh & McLennan Companies, Inc. and are not affiliated with Pershing LLC.

Mercer Securities
A division of MMC Securities Corp., Member FINRA/SIPC.