Morgan Stanley Wealth Mgmt

A mobile solution designed exclusively for Morgan Stanley Wealth Mgmt clients

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 Fingerprint Login
• 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
• 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 issue