The Morgan Stanley Mobile App allows you to keep all of your personal finances in one place. You can manage your accounts, view account documents, deposit checks and transfer money from anywhere. You can even do it online with multiple levels of security.
Manage your accounts
* Fingerprint Login allows you to access your accounts easily
* Check your account balance, activity and holdings, as well as projected income.
* View your tax documents, trade confirmations, and statements
* Update your profile information, including your email address, home address, and telephone number
* Connect virtually all of your credit cards and external accounts to track your financial activity for a better financial picture
* Track your income and expenses and create a budget
* Create account alerts and modify your preferences
* Trade stocks and exchange traded funds (ETFs).
* If your debit card is not found, you can temporarily lock it.
* Add your IRA beneficiaries
Stay Safe
* To help protect your accounts’ access, configure multi-factor authentication settings
* Use compatible security keys to link to your account to secure access with a physical token
To speak with a Service Professional, please contact our Client Service Centre at 1-888-454-3965. We are available 24 hours a days, 7 days a semaine. For those who are not in the United States, please dial: 1-801-617-9150.
Move money
* Make deposits with ease by using your mobile phone’s camera
* One click to authorize wires and transfer authorization
* Send money to friends and family with their U.S. mobile number or email address with Send Money With Zelle(r).
* Transfer funds between Morgan Stanley accounts and other financial institutions
* Transfer assets from an outside brokerage account to your Morgan Stanley brokerage account
* Use Morgan Stanley’s Online Payments Service to pay your bills
Morgan Stanley – Connect with Us
* Locate the Morgan Stanley branch closest to you
* Locate ATMs around the world easily
* Meet with your Financial Advisor
• Share important documents with Morgan Stanley staff by uploading them
* Keep up-to-date with market data and get research reports
Your provider might apply standard messaging and data rates. Subject to device connectivity.
Morgan Stanley Private Bank, National Association issues the Morgan Stanley Debit card pursuant to a license granted by Mastercard International Incorporated. Mastercard International Incorporated has registered the trademarks Mastercard and Maestro. These trademarks and service marks are property of their respective owners. Morgan Stanley Smith Barney LLC Member SIPC offers investment and service services.
Certain terms and conditions apply to mobile check deposits. You must draw checks on a U.S. Bank.
Information about your external accounts is provided only for informational purposes. Further information is available in the Total Wealth View Terms & Conditions of Use.
Early Warning Services, LLC owns Zelle and all Zelle-related marks. They are licensed herein. Morgan Stanley is not associated with Zelle.
The electronic payments reach the payee in 1-2 business days. Check payments reach the payee in 5 business days. For an additional fee, same-day or overnight payments can be made within the applicable payment times.
Morgan Stanley Smith Barney LLC, a Member SIPC Broker/Dealer and not a Bank, is registered. Morgan Stanley Smith Barney LLC has made arrangements with banks and third parties where appropriate to help in offering certain services and products related to banking.
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(c) 2021 Morgan Stanley Smith Barney LLC. SIPC Member
CRC 3090089 5/20
