Upcoming TAMP Sunset Deadlines
The Morningstar Wealth Platform will sunset over Memorial Day Weekend (May 24-26, 2025), when all eligible accounts will transition to AssetMark, Inc. (“AssetMark”). See below for functionality and processing deadlines to be aware of.
Important Deadlines
| Thursday, May 1 | Final day for advisors and split records to be created at Morningstar Wealth. |
| Monday, May 5 | Final day to request updates to the advisor or firm of record on accounts. |
| Friday, May 16 | Final day for systematic plan requests, fee schedule changes, and account name, address, and registration changes. |
| Thursday, May 22 | Final day to create and execute Morningstar proposals, submit model/strategy changes, and submit new/changes to Restrictions. The Morningstar Wealth proposal system will cease operating at market close. |
| Friday, May 23 |
Final day to submit one-time withdrawals through Morningstar Wealth, complete DocuSign for account opening, and submit physical documents. Morningstar Wealth DocuSign will be discontinued at market close. Last day to access the TAMP. |
Support Deadlines
Any scanned documents Morningstar Wealth receives between Tuesday, May 27 and Friday, May 30 will be forwarded to AssetMark. After May 30, we will not take any action on received documents, including forwarding to AssetMark.
Phone support from Morningstar Wealth will end at close of business (5 PM CT) on Friday, May 30.
If there are any questions, please contact the AssetMark Sales Support Team at 800-664-5345.
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