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Client Web Portal Offline for the Holiday Weekend

Morningstar has let us know that their website will be offline for a few days next weekend — they’re taking advantage of the holiday weekend, when few of us are working on or worrying about our portfolios, to do some maintenance on and upgrades to their computer systems.


We hope that the downtime for Morningstar’s systems will allow them to make significant improvements to their systems. With any luck, this will not cause any particular difficulties for our clients; please let us know if you have questions.