How do I change my Client Web Portal email address?

This procedure must be completed by the client. Provide this procedure to clients who wish to change the email address associated with their Client Web Portal (CWP). 
  1. 1

    Go to https://cwp.morningstar.com

  2. 2

    Login to the CWP using your old email address and current password.

  3. 3

    Click "Settings"

    In the upper-right corner of the screen, click Settings. The Update User Profile
    window opens.
  4. 4

    Fill out the following fields:

    • Current E-mail
    • Current Password
    • New E-mail, and
    • New E-mail(Verify).
  5. 5

    Click "Submit"

    Once the e-mail is successfully changed, the following message opens:
  6. 6

    Logout

    In the upper-right corner of the screen click Logout
  7. 7

    Close your browser.

  8. 8

    Re-open browser window and go to https://cwp.morningstar.com

  9. 9

    Login to the CWP using your new email address and password.

    Congratulations! If you were able to successfully login, then your email address has been updated. If you are having any problems, please call our office at 419-425-2400.