Morningstar Wealth

Morningstar Wealth focuses on delivering a wide range of in-house and third-party tax wrappers and investment solutions. Its focus is on driving innovation in managed accounts and platform technology. Its Separately (SMA) and Individually Managed Accounts (IMAs) allow advisers to tap into a wide range of tax wrappers and over 30 DFMs. Morningstar also offers a range of compatible APIs along with reporting and analysis tools.

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Available products & wrappers

General investments	ISAs	Lifetime ISAs	Junior ISAs	Pensions & SIPPs	Junior Pensions & SIPPs	Other

				In-house and third-party providers		QROPs, SASS and others available

Available investments

UK funds	Offshore funds	ETFs	ITs	Equities	Bonds	Other

Table of charges

	Platform charges	Product charges	Other charges
0-£250,000	0.25%
£250,000-£500,000	0.20%
£500,000 - £1m	0.15%
£1m-£2m	0.10%
£2m-£5m	0.05%
Over £5m	0.02%
Trading charges equities/bonds/ETFs			£2.90 per trade
Praemium Retirement Account		Annual admin charge £175+VAT
Praemium Pension charges (capped at £250pa)		Benefit crystallisation event £100 (per transaction) Annual drawdown charge £125 (if used)
Other possible pension charges		Ad hoc pension review £100 (per transaction) Annuity purchase £150 (on completion) Divorce settlement £250 (per transaction)

Research, tools and information

Tools and data

Range of APIs, white-labelled platform service, performance benchmarking, report publisher, client portal.