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Morningstar Premium integration with Sharesight: Privacy

Shani Jayamanne  |  06 May 2021Text size  Decrease  Increase  |  
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Morningstar Premium's Portfolio Manager has an integration with Sharesight, one of Australia's leading portfolio tracking tools. As part of this integration, Morningstar Premium subscribers are able to track all their holdings in one place, and take advantage of Sharesight's investment performance and tax reporting that has been built specifically for the needs of self-directed investors.

During the process of finalising the agreement with Sharesight, the Morningstar Information Security team conducted a review and were satisfied with the controls in place to protect our customer data. This was an extremely important step in the integration process, as we take our subscribers' data privacy seriously. As part of our agreement, Sharesight is not able to sell or share any user information - the sole source of revenue from Morningstar is the per account fee we pay to Sharesight.

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As part of the integration, your portfolio data will be entered into Sharesight and then shared back to your Premium account. You will be sharing your information with a third party service, but our agreement prohibits any further on-selling or sharing of data.

For further information about the integration, please see here.

is an investment specialist, Individual Investor, Morningstar Australia.

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