Client Portal — Morningstar Capital Investments
Secure Access
Client Portal
Access your case documents, transfer status, and advisor communications — all in one secure location.
All portal sessions are encrypted and logged. Unauthorized access attempts are reported to our compliance team.
Portal Features
Case Documents
Securely access all documents related to your structured settlement transfer — petitions, court orders, funding agreements, and correspondence.
Transfer Status
Track the real-time status of your transfer through each phase — from initial review through court approval and final funding.
Advisor Messaging
Communicate directly with your assigned advisor through an encrypted channel. Every message is logged and retained for your records.
Payment Schedule
View your existing payment schedule, projected transfer amounts, and post-funding disbursement timeline in a single consolidated view.
Compliance Records
Access jurisdiction-specific compliance documentation, court filings, and regulatory disclosures relevant to your transaction.
Need Assistance
Not yet a client — or having trouble accessing your account?
Monday – Saturday 8:00 am – 10:00 pm EST
Sunday 11:00 am – 6:00 pm EST
Schedule a confidential consultation to begin your structured settlement review.
Schedule a Consultation →Your portal session is protected by 256-bit TLS encryption. Morningstar Capital does not share client data with third parties. All document access is logged and auditable. If you suspect unauthorized access to your account, contact us immediately at [email protected].
