mobile.morningstar.com

Now you can track your existing portfolios and watch lists on the go. Using a Web-enabled cell phone, navigate to mobile.morningstar.com to view each holding’s:

Current Price | Price Change $ | Price Change % | Recent News

If you do not have a portfolio or watch list on Morningstar.com, click here to create one.

To access Mobile Portfolio for the first time

Open your mobile phone web browser and enter the address http://mobile.morningstar.com.

Enter your Morningstar.com e-mail address and password.

Check the “Remember Me” box to have Mobile Portfolio recall your login information for future visits.

Click “Go” to access your portfolios and watch lists.

To revisit Mobile Portfolio

You can save Mobile Portfolio to your favorites or access it from your browser history to save time. And, if you checked “Remember Me,” we’ll take you directly to your portfolio.

Supported Devices:

• Blackberry
• Smart Phone/Pocket PC
• Mobile phone with HTML support

Send instructions to my cellular device:

Service Provider:

Cellular Number:

Your mobile number will only be used to send the Mobile Portfolio URL to your device. There is no fee for this message, however, normal text-messaging rates apply according to your mobile service provider.

1 Login: The “Remember Me” option on the login screen requires your mobile device to have cookies
supported and enabled. If your device does not accept cookies, you will still be able to use Mobile Portfolio, but you may need to enter you login credentials each time you visit.

2 Recent News is available on larger screen devices such as Blackberry and Pocket PC.

3 Blackberry users: Mobile Portfolio will display best with tables enabled. To enable table support for your Blackberry, please visit your browser options, select browser configuration, select “Support HTML Tables,” save changes, and refresh the Mobile Portfolio page.

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