⚠️Only designated Practice Champions are authorised to approve billing requests. Please ensure requests are submitted by an authorised user.
As a Practice Champion, if you need to request a refund for an extra payment made against your Morningstar AdviserLogic subscription.
Email Request
Please send an email to our support team at [email protected].
Ensure the email is sent from the Practice Champion’s registered email address.
📢 Important Billing Request Guidelines
If a paraplanner or support staff submits a request, the Practice Champion must be CC’d in the email.
Billing requests are handled exclusively via email and will not be processed through calls or chat support.
⚠️ Ensure compliance to avoid delays.
Provide Payment Details
Include the details or invoice against which the extra payment was made in your email.
Verification and Refund Process
Once the request is received by email, the support team will verify the details and initiate the refund process.
After the refund is processed and verified by the relevant team, the support team will update you about the refund status over the same email chain.
📌Note
We also offer the option to adjust the extra payment amount in the next month's billing, as this adjustment process typically takes less time than issuing a refund. If you prefer this option, please mention it in your email.