Morgan Stanley PWM Australia

Morgan Stanley Wealth Management Australia

For Morgan Stanley Australia Private Wealth Management clients (1), the PWM Australia mobile application provides seamless, convenient and secure access to your account and portfolio information to enable you to stay connected on the go (2).

Secure Login
• Quick registration using your Morgan Stanley Matrix® login details.
• Biometric login for seamless and secure authentication.

Access your Account and Portfolio Information
• Comprehensive view of your portfolio summary, holdings, transactions, performance and documents.
• Dive into the details of your account and portfolio information. View by asset class, product types and currency exposure.
• View the performance of your portfolio covering multiple timeframes.

Access your Account(s) Documentation
• View and download your monthly statements, trade confirmations, contract notes and other documents at your convenience.

Integration with Morgan Stanley Research (3)
• View the latest recommendations, price targets and forecasts from Morgan Stanley’s highly-acclaimed Research team.
• Link directly from your account holdings to read the latest research articles, watch webcasts or listen to podcasts from our Morgan Stanley Research offerings.

Multi-language Support with Quick Access to your Morgan Stanley Financial Adviser
• Switch between English, traditional and simplified Chinese.
• View contact details of your Financial Adviser and supporting teams.

Note: Access to PWM Australia mobile application will be subject to applicable terms and conditions which are accessible on the application and which you and/or your authorized persons acting on your behalf will be asked to accept prior to accessing and using the application.

(1) The products and services available through this PWM Australia mobile application are only intended for Morgan Stanley Private Wealth Management (PWM) Australia clients. PWM Australia is a business division of Morgan Stanley Wealth Management Australia Pty Ltd (ACN 009 145 555) (MSWM), a company regulated by the Australian Securities and Investments Commission in Australia (AFSL number 240813), whose principal place of business is Level 26, Chifley Tower, 2 Chifley Square, Sydney NSW 2000 Australia. MSWM is not licensed or authorised in any other jurisdiction for the provision of the products and services that are available through this mobile application. This PWM Australia mobile application is not intended for distribution, download or use by any person based in a jurisdiction where the distribution, download or use of this application is prohibited by the applicable regulations of such jurisdiction; certain products and services provided through this application may also be limited pursuant to the applicable regulations of such jurisdiction.
(2) This PWM Australia mobile application is not intended for distribution, download or use by any person based in a jurisdiction where the distribution, download or use of this application is prohibited by the applicable regulations of such jurisdiction; certain products and services provided through this application may also be limited pursuant to the applicable regulations of such jurisdiction.
(3) Access to research materials from Morgan Stanley is subject to eligibility assessment and approval.