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Upgrading account to new Morgans website

Upgrading your account to the new Morgans website

  • You will be required to update your account the first time you login to the new website. The upgrade will enable you to login using an email address and password, instead of account number and password.
  • For additional security, you will be asked to set up three secret questions and answers for the new website.
  • The upgrade process will allow you to link all your account(s) under one web account.
  • The upgrade process will automatically merge your existing research subscriptions and watchlists into the new web login.


Upgrade Morgans account - step one

1. Enter the Morgans website address ( in your browser and click on 'Login'. Enter your account number and password.

Upgrade Morgans account step two

2. The Upgrade Account page may be pre-populated if Morgans has your details on file for this account. You can edit or enter details on this form then click 'APPLY NOW'.

Website upgrade Morgans account step three

3. A confirmation email with the subject line 'Morgans Upgrade Confirmation' will be sent to your nominated email address.

Website upgrade Morgans account step four

4. Click on 'Upgrade your account'. A new browser window opens displays as shown. Note that your password must have 8 or more characters, with a combination of upper and lower case letters and at least 1 number. Special characters can also be used. Complete mandatory fields as required and click 'SAVE'.

Website upgrade Morgans account step five

5. A confirmation message will display when the account has been upgraded. Click on 'here' to take you to the login page.

Upgrade Morgans account - step one

6. Enter your email address and password then click 'LOGIN'.

Website upgrade Morgans account step seven

7. Once logged in you can access your portfolio, market information, research and blogs, watchlists, adviser information and more.