Morningstar Investment Management account application

Important

By proceeding, you are confirming that you are a resident of Australia or a New Zealand resident who is a wholesale investor (or that you are acting on behalf of a person who is a resident in one of those jurisdictions).

This application allows you to establish a new account with Morningstar Investment Management Australia Limited. Only use this online form if you are a new investor to the Morningstar Fund/s you wish to invest in.

For existing investors, do not use this online application. To make additional investments in any Morningstar fund please use this additional investment application form and quote your existing investor number.

For Self-Managed Super Funds (SMSF) select Trust or Superannuation Fund and the relevant Trustee type.
To begin, please select your account type and click the "Next" button.
Select your account type *  
Trustee type *