The Morningstar integration allows you to import securities, names and values. To use this integration go to the growth section of any investment product and select the growth section > grow by portfolio/holdings.
Select the Holding sections and enter the ticker or name of the security to search.
Once you have found the correct security enter the number of units and the software will use the current reported security price to calculate the value of the asset.
Add additional securities or click "done" to save.
Note: the securities will not automatically update in the software. To update them you can click the name of the plan in the top right and select "manage plans".
Select "update holdings"
Then select "start update"