Morningstar Data Center Server Migration and Maintenance

Scheduled for Oct 24, 20:00 CDT - Oct 25, 16:00 CDT

Scheduled

Morningstar Direct Advisory Suite + Advisor Workstation will undergo data center server maintenance starting Friday, Oct. 24 at 8:00 p.m. CT and concluding Saturday, Oct. 25 at 4:00 p.m. CST.

Key Details:
- Main Maintenance Window: Friday, Oct. 24, 8:00 p.m. CT to Saturday, Oct. 25, 2:00 a.m. CT. During this time, clients may experience downtime or slowness.
- Post-Maintenance Testing: Saturday, Oct. 25, 2:00 a.m. to 4:00 p.m. CT. While we perform testing to ensure the migration was successful, intermittent slowness or downtime may still occur.

Please note that if a rollback is required, any data saved during the overall maintenance window may not be retained.

We appreciate your understanding and patience as we work to enhance your experience.

Posted Oct 23, 2025 - 16:20 CDT

This scheduled maintenance affects: Morningstar Advisor Workstation + Direct Advisory Suite (Morningstar Advisor Workstation) and Morningstar Direct Web Services (Morningstar Direct Web Services).