About Morningstar
Morningstar is best known for its trusted investment research. They analyze stocks, mutual funds, ETFs, bonds, and other assets so you can see the strengths and risks of each option. Their star ratings make it easier to compare funds. Analyst reports add more detail by explaining performance over time. We've found that Morningstar’s research is one of the most reliable ways to decide where your money is likely to work the hardest.
For support, you can email [email protected] anytime. For help with Investor features, call 1-312-424-4288. Or, for help managing your subscription, call 1-866-229-9449. Phone support is available 8 a.m. to 5 p.m. Central Time.
Find discounts on social media
Morningstar often shares new customer savings on social media. Promo codes we’ve seen include $50 off a first-year Investor subscription, $20 off an annual subscription, and more on Facebook, X, and Instagram. They also post updates with market insights, strategies, and analysis. We believe their social media provides the same value as a weekly newsletter without filling up your inbox.
Manage your portfolio with the Morningstar app
The Morningstar Investor app helps you track investments and make smart decisions. It's free to download on iOS and Google Play. With it, you can keep an eye on your portfolio, get market notifications, and access bonus tools like market insights, reports, and top movers. We think this is a convenient way to manage your investments on the go.
The app covers all major investment types, including stocks, mutual funds, ETFs, and closed-end funds. You can check your portfolio's performance, get real-time quotes, and see how global markets are doing. Plus, you'll have access to exclusive ratings that help you evaluate stocks and funds.
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14 active offers3 offers added last month
Best Offer
Verified
$50 OFF
Save $50 On Annual Subscription
+10% CASHBACK
Ends in 24 days
This coupon cannot be combined with other discounts. Excludes sale items, clearance items, or select categories. Offer applies to all eligible US customers. No minimum order value is needed to qualify for this discount. This code may have limited redemptions per customer. Expiration terms may be updated by the retailer at any time. Promo codes cannot be stacked with this offer. Retailer reserves the right to modify or cancel this offer at any time. We tested the checkout flow on September 3, 2026 and found the discount appeared only on annual subscription plans.
Verified
$50 OFF
Save $50 on Yearly Subscription
+10% CASHBACK
Ends in 6 days
This coupon cannot be combined with other discounts. Excludes sale items, clearance items, or select categories. Offer applies to all eligible US customers. No minimum order value is needed to qualify for this discount. This code may have limited redemptions per customer. Expiration terms may be updated by the retailer at any time. Promo codes cannot be stacked with this offer. Retailer reserves the right to modify or cancel this offer at any time. We tested the checkout flow on September 3, 2026 and found the discount appeared only on annual subscription plans.
10% Cashback
Earn 10% Cashback on Your Orders
All year round
How does Morningstar cashback work?
- Cashback is only eligible for paid Morningstar Investor subscriptions, including Monthly, Annual, Student, Teacher, and Discounted membership tiers.
- Cashback is only awarded once a trial or lead successfully converts into a paid, non-refunded membership.
- Cashback not eligible on the following products, brands, or categories: Initial Free Sign-Ups (Leads), Connected TV (CTV) Registrations, and Accounts Deactivated within 5 minutes of Creation.
- To be eligible for cashback, you must begin your purchase with an empty shopping cart.
- Cashback can only be combined with offers and/or coupon codes published on the Coupons.com website labeled with a "+ cashback" tag.
- Cashback is earned on the qualifying purchase total after any discounts and before any fees, taxes, order protection, or shipping and handling are applied.
- Cashback is not eligible on the purchase of gift cards.
- Order details will be available in your account within 72 hours of purchase. This is an update to your account information only, separate from when you receive your payment.
- Cashback will be voided on canceled, returned, and/or partially returned purchases.
Verified
$50 OFF
$50 Off Annual Subscription Plan
+10% CASHBACK
Ends in 11 days
Take $50 off annual subscription plan as part of this promotional offer from Morningstar, featuring investment research, market insights, portfolio tools and financial analysis resources. Enter the coupon code provided during signup or checkout to apply the discount. We tested the checkout flow on September 3, 2026 and found the discount appeared only on annual subscription plans.
Verified
53% OFF
53% Off Monthly Plans
+10% CASHBACK
Ends in 18 days
Unlock 53% off monthly plans as part of this promotional offer from Morningstar, featuring investment research, market analysis, financial insights, portfolio tools and investing resources. Enter the coupon code provided during checkout on the website to apply the discount. We tested the checkout flow on September 3, 2026 and found the discount appeared only on monthly subscription plans.
Verified
$20 OFF
$20 Discount on Annual Subscription Plans
+10% CASHBACK
Ends in 30 days
The best part is, no minimum cart value is needed to enjoy this offer! Available to all shoppers unless otherwise stated. Savings confirmed by Coupons.com. Customers enjoyed notable savings with the code this week. This promotion may be extended or withdrawn depending on retailer policy. Not valid with additional promo codes or discounts. Offer valid only while stock lasts. Retailer reserves the right to modify or cancel this offer at any time. We tested the checkout flow on September 3, 2026 and found the discount appeared only on annual subscription plans.
Verified
FREE TRIAL
Free 7-Day Trial on Plans
Morningstar offers a free 7-day trial on eligible plans, giving you access to its investment research, stock analysis, ratings, and market insights. The trial is applied automatically at checkout. We verified in September 2026 that free trial is an ongoing promotion for new customers.
Verified
20% OFF
20% Off Annual Plan
+10% CASHBACK
Ends in 12 days
Discover 20% off the annual plan from Morningstar when subscribing online. Enter the promotional code during checkout to apply the discount on investment research tools, market insights, portfolio analysis and financial resources. We tested the checkout flow on September 3, 2026 and found the discount appeared only on annual subscription plans.
$75 OFF
Exclusive $75 Discount for Military Members
Restrictions apply.
90% OFF
90% Off Annual Membership for Students
Free 7 day trial available, restrictions apply.
$50 OFF
$50 Off First Annual Morningstar Investor Membership
First membership only, new subscribers only.
41% OFF
41% Off Investor Portfolio Management Tools
Ends in 11 days
Save on Morningstar Investor's portfolio tools, including tracking, star ratings, and analyst reports for stocks, funds, ETFs, and bonds. Offer may change without notice. Available while supplies last.
60% OFF
Teachers Receive 60% Off Morningstar Investor
All year round
Available to K-12 educators, faculty, and professors at US institutions. Employment status is verified at signup and must be reverified every four years. Offer may change without notice.
60% OFF
60% Off Morningstar Investor for Teachers
Free trial available, online only.
30% OFF
30% Military Discount On First Year Morningstar Investor
All year round
We proudly offer a special 30% discount on the first year of a Morningstar Investor subscription to all active duty military personnel and veterans. To access this exclusive hero appreciation reward, simply verify your eligible status during the online registration process. Please note that you cannot merge this introductory military deal with other ongoing membership promotions, seasonal sales, or alternate active coupons. This offer applies to new qualifying subscribers only. All changes are up to Morningstar's discretion.
Missed these coupons?
Our team has found the below offers to no longer be valid
$50 OFF
$50 Off Morningstar Investor MembershipFirst annual membership only, price reduced to $199.
FREE TRIAL
7 Day Free Trial AvailableStart a 7-day free trial of Morningstar Investor and save $20 on your first year, gaining full access to analyst ratings and portfolio tools. A valid card is required, with no charge during the trial.
53% OFF
53% Off Annual PlanEnjoy 53% off an eligible annual subscription plan when you choose yearly billing through the promotional page. This offer applies to qualifying annual plans only and does not apply to monthly subscriptions unless stated otherwise. This offer may not be combined with other promotions or discounts. All changes to pricing, eligibility, availability, or offer details are up to the retailer's discretion.
Frequently asked questions about Morningstar
Try it free for 7 days
Morningstar's free trial makes it easy to explore its tools and insights before you make a commitment. Start your trial today to save $20 on your first year. You'll also have instant access to their independent ratings and analysis. You can sign up on the homepage of their website by clicking on "Get 7 Days Free."
We’ve found that a discount code can be applied when you sign up for the trial. This lets you check out their tools and insights without paying right away. After the trial, the discount is applied to your subscription. You’ll be charged once the trial ends, but you can cancel anytime within the seven days to avoid a fee.
Pick the right plan for less
Morningstar Investor has two subscriptions. You can pay month by month or choose a yearly plan. The monthly plan is priced at $34.95 per month, while the annual plan is offered at $249 per year. This equates to approximately $20.75 per month and provides savings of over 40% compared to the monthly plan. You can often find discounts for their subscriptions. We have seen them offer $50 off the first year of annual subscriptions, which reduces the price to $199.
How to cancel Morningstar without extra fees
Morningstar lets you cancel whenever you want. You can do it online through your account or by calling their support team. After you cancel, your subscription stays active until the end of the billing cycle you already paid for. You will not be charged again, but you do not get a refund for unused time.
We like this policy because it is simple and has no hidden fees. It lets you try the free trial or a discounted plan with confidence.
Free resources every investor needs
Morningstar has free content on its website. You can read articles about the stock market, retirement planning, inflation, and debt. They also share podcasts and market news that anyone can access.
We have found the Morningstar Investor Return to be helpful for paying subscribers. It shows how the average investor in a fund performed compared to the fund’s official return. It also highlights the impact of investor behavior, like buying or selling at the wrong time. From our perspective, this feature gives investors a clearer picture of real results.
We recommend you start with the free content to learn the basics. Then use the 7-day free trial of Investor. Find the tools useful? Apply one of our hand-picked coupon codes to keep the service at the lowest cost.
How to use a coupon at Morningstar
To use your coupon, follow these easy steps:
Go to Morningstar and create a new account.
On the “Choose Your Term” page, click the link that says, “Have an Offer Code?”
A box will appear. Enter or paste your coupon.
Click "Apply" to update your total.
From what we’ve seen, they only allow one coupon per order. So, make sure you use the best one available. You can compare the active ones on our page before you sign up. Discounts can range from a percent-off code to a dollar-off code, or even a deal tied to a yearly plan.
Plan ahead for Morningstar’s biggest discounts
Catch the biggest sales
They often run sitewide sales on their premium plans. For example, during Black Friday we have seen them provide 25% off subscriptions. This means you can get all their premium features, like market data and investment research, at a great discount. We recommend you plan subscription purchases around these dates. That way, you can take advantage of the most significant savings opportunities.
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