How to subscribe Product Providers

For Licensee only. Direct Advisers need to contact paylogicsupport@morningstar.com

Steps:

1. To navigate to this screen, you need to click 'Product Providers' under 'Business Setup' from the left navigation menu.

2. 'Product Provider Subscription' button on the upper right side of the screen.

3. When you click on the Product Provider Subscription button, a new pop-up will open to search for the required provider. All the product providers will appear in the drop-down.

4.. Select the desired product provider from the list.

5. After selecting the product provider, click on the Subscribe button to subscribe to that provider.

 

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