Too Many Investment Accounts? Here’s How to Reduce the Clutter | Morningstar

Morningstar

Too Many Investment Accounts? Here’s How to Reduce the Clutter cover art

Listen Now

Listen and subscribe to Morningstar’s Too Many Investment Accounts? Here’s How to Reduce the Clutter from your mobile device.

3 Reasons Why Investors Should Streamline Their Accounts

How Low Can You Go with Retirement Accounts?

How You Can Consolidate Tax-Deferred Accounts

Consolidate Retirement Accounts with the Same Provider

The Week Ahead in Markets

Here's What to Expect from Macy’s Upcoming Earnings

What Investors Want to Hear from Macy’s CEO

What Tanked Arkhouse Management and Brigade Capital Management’s Offer to Macy’s

Macy’s Is Focusing on Luxury Sales

Macy’s Stock Outlook Ahead of Earnings

Read about topics from this episode.

5 Steps to Spring-Cleaning Your Investment Portfolio

5 Steps to a Minimalist Portfolio

8 Stock Picks in the Apparel Industry

Keep up with Morningstar’s Q2 earnings season coverage here.

What to watch from Morningstar.

Now’s the Time to Diversify Beyond Magnificent Seven Stocks

3 Asset Classes That Could Raise Your Portfolio’s Risk Levelb

Why Picking Top Stocks Is Not Enough

Is There a New Leader in the AI Race?

Read what our team is writing:

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar...

LinkedIn: https://www.linkedin.com/company/5161/

Sponsor Center

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

© Copyright 2024 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.