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          Morningstar, Inc. has 1 locations, listed below.

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            Business ProfileMorningstar, Inc.

            Market Research
            BBB accredited business

            Contact Information

            22 W Washington St

            Chicago, IL 60602-1605

            Visit Website
            (312) 424-4288

            Business hours

            8:00 AM - 5:00 PM
            Business Hours
            8:00 AM - 5:00 PM
            8:00 AM - 5:00 PM
            8:00 AM - 5:00 PM
            8:00 AM - 5:00 PM
            8:00 AM - 5:00 PM
            Closed
            Closed

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            Customer Reviews

            1/5

            Average of 2 Customer Reviews

            Read ReviewsStart a Review

            Customer Complaints

            14 complaints closed in last 3 years

            3 complaints closed in last 12 months

            Read ComplaintsFile a Complaint

            BBB Rating & Accreditation

            BBB accredited businessA+

            Accredited Since: 1/12/2024

            Years in Business: 39

            Customer Reviews are not used in the calculation of BBB Rating

            Overview of BBB Rating

            Related Categories

            Overview

            Morningstar, Inc. is an investment research and management firm that assists both individuals as well as commercial organizations in their investment decisions. Morningstar, Inc. offers investment research and management, providing data on many investment offerings including stocks, mutual funds, and other investment options while also providing real-time market data on equities, indexes, futures, options, commodities, precious metals, and foreign exchange and treasury markets. Morningstar offers a variety of means to obtain its research ranging from professional consulting, investment data software and systems, Morningstar.com, and through its Morningstar magazine.

            Products & Services

            Morningstar, Inc. is a leading provider of independent investment research, offering an extensive line of Internet, software and print-based products and services for individuals, financial advisors, and institutions.

            Business Details

            Location of This Business
            22 W Washington St, Chicago, IL 60602-1605
            BBB File Opened:
            10/16/1996
            Years in Business:
            39
            Business Started:
            5/16/1984
            Business Incorporated:
            5/16/1984
            Accredited Since:
            1/12/2024
            Licensing Information:
            This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
            Type of Entity:
            Corporation
            Hours of Operation

            Primary

            M:
            8:00 AM - 5:00 PM
            T:
            8:00 AM - 5:00 PM
            W:
            8:00 AM - 5:00 PM
            Th:
            8:00 AM - 5:00 PM
            F:
            8:00 AM - 5:00 PM
            Sa:
            Closed
            Su:
            Closed
            Business Management
            • Ms. Kristin Mateja
            • Mr. Tom Murray, Director of Marketing
            • Mr. Robert Beukema, Compliance Director
            Contact Information

            Principal

            • Mr. Robert Beukema, Compliance Director

            Customer Contact

            • Mr. Robert Beukema, Compliance Director
            Additional Contact Information

            Fax Numbers

            • (312) 696-6014
              Other Fax

            Phone Numbers

            Read More Business Details and See Alerts

            Customer Complaints

            14 Customer Complaints

            Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

            File a Complaint

            Most Recent Customer Complaint

            03/15/2024

            Complaint Type:
            Service or Repair Issues
            Status:
            Answered
            I made a mistake in signing up for a Morningstar premium subscription using an email address I do not normally check. I discovered I had been billed for four months for the service even though I had not used it at all. I wasn't aware of the bills as the receipts were going to someone else's credit card statement. I alerted Morningstar support who initially refused to issue a refund but decided to offer a 2-month refund (a 50% refund) after I continued to insist that it wasn't fair to bill me for a service I did not use and which I genuinely wasn't even aware I was being billed for. I do not wish to accept a 50% refund and feel disappointed as a non-US customer as such practices are not tolerated where I live.
            Read More
            Read 13 More Complaints

            Customer Reviews

            2 Customer Reviews

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            How BBB Processes Complaints and Reviews

            Start a Review

            Most Recent Customer Review

            Michael C

            02/13/2024

            Morningstar's cancellation policy is extremely difficult to manage. While their standard subscription provides a simple mechanism for canceling, their stock investor newsletter service does not. You have to contact an email address. Once I did so, the representative asked for the last four of my credit card, and billing address. I would assume this would already be on file. Apparently my billing address is not what they have and so I am not able to cancel. The service is not cheap, and I don't want or need it. I always liked Morningstar in the past, but this is not good. I feel it should be illegal to make customers jump through hoops to cancel a subscription. Either way, I don't believe this is good business, and I'm putting them on notice.

            Morningstar, Inc. Response

            02/20/2024

            Hello *******,Thank you for the message, and we are very sorry for the inconvenience. We have reviewed your case and have issued your refund as requested. Please allow 7 to 10 days for the credit to appear. We appreciate your feedback, as we always want to provide a great client experience. Again, we apologize for any problems and appreciate your business. Morningstar ****************
            Read 1 More Customer Review

            Local BBB

            BBB of Chicago & Northern Illinois

            More Info on Local BBB

            BBB Reports On

            BBB reports on known marketplace practices.

            See What BBB Reports On

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