How to Upload a Company Logo

Step 1:  Log in to your Morningstar AdviserLogic account and go to Tools.



Step 2: Go to Practice Management in Administrative Tools. Your practice champion will have this access.


Step 3: Click on Company Logo


Once you click on Company Logo, the below screen will appear.


Step 4: Click on Choose File. Browse the logo you wish to upload and click on save. The image will be saved as your company logo. Please note that only .jpg, .png, .bmp and gif image file extensions are supported as of now.

Once this is done,  the logo will appear on the top left hand corner of the application. You can also chose to update the logo with a new image.


Click the Update button and your logo will be updated.

Similarly, you can delete/remove/change a company logo by clicking on to Delete.

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