Are the fees fixed?

The fees are calculated based on a number of factors. Actual fees charged will differ depending on factors such as the portfolio chosen, the percentage of the portfolio held in cash, transaction timing or expenses incurred. See complete pricing details here.

The fees could change at any time depending on additional features and updates to Morningstar Next, however you’ll be informed well in advance if we plan to make any changes.

Was this helpful?

Thank you for your feedback!

Related questions

Smarter, hassle-free, investing

Explore three ready-made portfolios, pick one that suits you, decide how much to invest, and we’ll take care of the rest.