Trademarks

Note that a word mark registration recognizes simple block letters (copy) and provides more legal protection than a registration containing any sort of stylized elements, like a logo or lockup (design mark). As a result, most—but not all—of Morningstar’s recent registrations are for word marks or both the word and design marks. The design mark is automatically registered in black, but we have a separate registration for the design mark in red in the United States, the United Kingdom, and the European Union.  

Word marks, like ByAllAccounts, and their product descriptors should appear in plain text without mark designators in product-related copy. For more on proper representation of product names, see Product Naming. 

Last updated: November 2023

The ® designator associated with the “Morningstar” mark (both word and design marks, in black and in red) may only be used in EU countries and the UK The ® designator associated with the “Morningstar” word mark in black may also be used in Guernsey and Jersey. The ® designator associated with the “Morningstar” design mark may also be used in Iceland, Liechtenstein, Monaco, Norway, Russia, Serbia, and Switzerland. 

Any use of these marks in any other European jurisdiction should only be given the ™ designator. Please modify the marks below as necessary depending on the location of their use. 

The ® designator associated with the “Morningstar” word mark currently may only be used in India, Indonesia, Kuwait, Malaysia, Qatar, Saudi Arabia, South Africa, Taiwan, and United Arab Emirates. The ® designator may be used with both the “Morningstar” word and design marks in Hong Kong, Israel, Japan, and South Korea. In China, Singapore, Thailand, and Turkey, the ® designator should only be used with the design mark. 

Any use of this mark in any other Asian, Middle Eastern, or African country should only be given the ™ designator. Please modify the marks below as necessary depending on the location of their use. 

The ® designator associated with the “Morningstar” word mark currently may be used in Argentina, Bermuda, and Peru. The ® designator associated with the “Morningstar” word and design marks may be used in Brazil, Chile, and Mexico. In Panama, the ® designator may only be used with the “Morningstar” design mark. 

Any use of this mark in any other Latin American country should only be given the ™ designator. Please modify the marks below as necessary depending on the location of their use.