Morningstar Values

Morningstar is committed to the highest standards of integrity, diversity, and ethics and we expect our suppliers to share this same commitment. We have a set of six core values that guide us in everything we do. We use these core values to formulate our strategies and direct our business decisions: Investors First, Uncompromising Ethics, Great Products, Entrepreneurial Spirit, Great People, and Financial Success. For more on Morningstar values, please visit here.

Supplier Requirements

All invoices must reference a Morningstar contact name for payment to be processed and should be formatted as text-based PDFs. In addition, if we have sent you a PO, then the appropriate PO# must be referenced on the invoice. Invoices must be submitted to the appropriate email address provided by your Morningstar contact or as listed on the PO issued (please see below for appropriate Invoice and Accounts Payable contacts). Applicable to the United States, suppliers must submit up-to-date, signed, W9 or W8 tax forms with the company name that matches the company name on the invoices. Suppliers are responsible for updating all tax and banking forms, preferably via the Coupa Supplier Portal.

Country Submit Invoices To Send AP Related Questions To
AUSTRALIA invoices+Morningstar_AUS@morningstar.coupahost.com AUS.accountspayable@morningstar.com
CANADA invoices+Morningstar_CAN@morningstar.coupahost.com CAN.accountspayable@morningstar.com
DENMARK invoices+Morningstar_DNK@morningstar.coupahost.com DNK.accountspayable@morningstar.com
FRANCE invoices+Morningstar_FRA@morningstar.coupahost.com FRA.accountspayable@morningstar.com
GERMANY invoices+Morningstar_DEU@morningstar.coupahost.com DEU.accountspayable@morningstar.com
GREAT BRITAIN invoices+Morningstar_GBR@morningstar.coupahost.com GBR.accountspayable@morningstar.com
HONG KONG invoices+Morningstar_HKG@morningstar.coupahost.com HKG.accountspayable@morningstar.com
INDIA invoices+Morningstar_IND@morningstar.coupahost.com IND.accountspayable@morningstar.com
ITALY invoices+Morningstar_ITA@morningstar.coupahost.com ITA.accountspayable@morningstar.com
LUXEMBOURG invoices+Morningstar_LUX@morningstar.coupahost.com LUX.accountspayable@morningstar.com
NETHERLANDS invoices+Morningstar_NLD@morningstar.coupahost.com NLD.accountspayable@morningstar.com
NEW ZEALAND invoices+Morningstar_NZL@morningstar.coupahost.com AUS.accountspayable@morningstar.com
NORWAY invoices+Morningstar_NOR@morningstar.coupahost.com NOR.accountspayable@morningstar.com
SINGAPORE invoices+Morningstar_SGP@morningstar.coupahost.com SGP.accountspayable@morningstar.com
SPAIN invoices+Morningstar_ESP@morningstar.coupahost.com ESP.accountspayable@morningstar.com
SWEDEN invoices+Morningstar_SWE@morningstar.coupahost.com SWE.accountspayable@morningstar.com
SWITZERLAND invoices+Morningstar_CHE@morningstar.coupahost.com CHE.accountspayable@morningstar.com
TAIWAN invoices+Morningstar_TWN@morningstar.coupahost.com TWN.accountspayable@morningstar.com
UNITED STATES invoices+Morningstar_USA@morningstar.coupahost.com Payables@morningstar.com

Coupa Supplier Portal & Morningstar Supplier Information Management

Morningstar strongly encourages all current suppliers to register with the Coupa Supplier Portal (CSP). Registering on the CSP gives you access to invoice payment status, view purchase orders, set-up delivery methods, send invoices and update required Supplier Information Management forms. All suppliers must complete our Supplier Information Management forms to become a supplier with Morningstar. If you have questions about the CSP registration process or completing our Supplier Information Management Forms, please contact our Supplier Management team at MorningstarSupplierMgmt@morningstar.com. Please also refer to the quick reference guide below for step-by-step instructions.

Download the CSP & Supplier Information Management Guide

Purchase Order Terms and Conditions

Morningstar’s standard payment terms are Net 60 days for all suppliers, except where legally prohibited. In every country where there are restrictions, Morningstar will abide by those.

Payment terms will be applied as contractually agreed to with each supplier. For suppliers registered on Morningstar’s CSP, payment terms will begin on the date of the invoice. For suppliers not registered on our CSP, payment terms will begin on the date the invoice is received.

Morningstar’s preferred payment method is ACH. In certain instances, Morningstar may make payment by other methods (e.g. check or wire).

If you need more information, please contact your Morningstar purchasing contact.

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