Morgan Stanley Wealth Mgmt

Morgan Stanley and Co. LLC

About this app

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 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.

Information related to your external accounts is provided for informational purposes only. Additional information can be found in the Total Wealth View Terms and Conditions of Use.

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.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

© 2023 Morgan Stanley Smith Barney LLC. Member SIPC.

CRC 3090089 5/20

Ratings and reviews

I have to revise my initial negative review of last week.I could not find any way to use fingerprint logon in greatly updated app. I complained to Customer Support, and was astonished to get an acknowledgement of the problem that same day and a promise to correct it very shortly. After installing the version now available (a/o Monday, August 1) I did have to re-register my account, but that went very smoothly. Highest compliments to MS tech support for their response.

This app is terrible....etrade's app is superior. It takes too many clicks just to get to your holdings. And then when you do you can scroll left or right to see the columns. The underlying module they use for the asset grid isn't mobile friendly (or at least Android friendly.) The grid doesn't move when you try and scroll right or left.

Last few days, the app won't let me login. Fill in user name and password, but when you try to press login nothing happens. The login box is not exactly grayed out but it clearly doesn't become active after input. My account is fine and my ipad app works fine so clearly this android app needs to be repaired.