Access Your Financial Plan

Impact Investors Managed Accounts

Log in to Morningstar Office

Gain access to consolidated reports through Morningstar® Advisor Workstation, providing you with the latest Morningstar investment data, tools, and reports. Seamless integration with various custodians automatically aggregates current account data for an holistic view of your total portfolio. A mobile companion to the platform makes the Morningstar reports, ratings, and research available on your iPad® or smartphone.


Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Morningstar provides data on approximately 473,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 12 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets.


View this sample Quarterly Performance Report or, if you're a client already, click the button below to enter your consolidated report portal.

Enjoy On-Demand Access


View all of your accounts, all in one place, anytime you want.


Investment Management Partners

Impact Investors, Inc. is a Registered Investment Advisory firm (CRD #289028) specializing in Sustainable, Responsible, Impact (SRI) investing. We provide individuals, families and organizations with a team-based, comprehensive financial planning and investment advisory service, by integrating our client's impact objectives with their financial goals into an overall wealth management strategy. Please review our Privacy Policy, Form CRS or Contact Us with questions. Copyright © 2020 Impact Investors. All rights reserved.