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Morgan Stanley Wealth Mgmt

Keep all your personal finances at your fingertips with the Morgan Stanley Mobile App. Manage your accounts, a...

Free

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Keep all your personal finances at your fingertips with the Morgan Stanley Mobile App. Manage your accounts, access account documents, deposit checks, transfer money, and collaborate with your Morgan Stanley team from virtually anywhere. And do it online with multiple layers of security.
Manage Your Accounts
Conveniently access your accounts with Touch ID
Clients with eligible devices can log in with Face ID
View your account balance, activity, holdings and projected income
Access your statements, trade confirmations and tax documents
Update your profile information such as your home address, email address and phone number
Link virtually all your external accounts and credit cards to monitor your activity for a more holistic financial view
View your income and expenses, and create and track your budget
Set up account alerts and adjust your preferences
Trade stocks and exchange-traded funds (ETFs)
Put a temporary lock on your debit card if you cannot find it
Add your IRA beneficiaries
Help Stay Secure
Configure multi-factor authentication settings to help protect access to your accounts
Verify your online sessions via a push notification on your device
Link compatible security keys to protect access to your account with a physical token
Contact our Client Service Center at: 1-888-454-3965 (24 hours a day, 7 days a week) to speak directly with a Service Professional. If you are outside the United States, please call collect at: 1-801-617-9150.
Move Money
Deposit checks with ease using the camera on your mobile device
Authorize wires and transfers with one click
Send and receive money with friends and family using their email address or U.S. mobile phone number with Send Money with Zelle®
Transfer funds between your Morgan Stanley accounts and other financial institutions
Transfer assets from an external brokerage account into your Morgan Stanley brokerage account
Pay your bills with Morgan Stanley’s Online Payments service
Connect With Morgan Stanley
Find the nearest Morgan Stanley branches
Easily locate ATMs worldwide
Schedule a meeting with your Financial Advisor
Upload and share important documents with your Morgan Stanley team
Stay on top of market data and access research reports

Standard messaging and data rates from your provider may apply. Subject to device connectivity.
The Morgan Stanley Debit Card is issued by Morgan Stanley Private Bank, National Association pursuant to a license from Mastercard International Incorporated. Mastercard and Maestro are registered trademarks of Mastercard International Incorporated. The third-party trademarks and service marks contained herein are the property of their respective owners. Investments and services offered through Morgan Stanley Smith Barney LLC, Member SIPC.
Mobile check deposits are subject to certain terms and conditions. Checks must be drawn on a U.S. Bank.
Zelle and the Zelle-related marks are wholly owned by Early Warning Services, LLC and are used herein under license. Morgan Stanley is not affiliated with Zelle.
Electronic payments arrive to the payee within 1-2 business days, check payments arrive to the payee within 5 business days. Same-day and overnight payments are available for an additional fee within the available payment timeframes.
© 2020 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 3090089 5/20

Store rating

3

out of

38 reviews

Size

131.2 MB

Last update

June 7, 2020

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