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Monitor your investments, make deposits and more right from your mobile device

Morgan Stanley Wealth – Tablet

by Morgan Stanley

What is it about?

Monitor your investments, make deposits and more right from your mobile device

Why we love it

Morgan Stanley Wealth is a must-have for anyone who uses the firm. You can manage accounts, access account documents, transfer funds, deposit checks, and much more.

App Screenshots

App Details

Version
3.1.26
Rating
(55)
Size
181Mb
Genre
Finance
Last updated
September 19, 2024
Release date
November 3, 2014
More info

App Store Description

Monitor your investments, make deposits and more right from your mobile device
The Morgan Stanley Wealth Management Mobile Application is the only mobile app designed exclusively for the needs of Morgan Stanley Wealth Management clients. The interface is intuitive and makes depositing checks, paying bills, checking assets or browsing the firm’s research quicker and easier with the touch of a finger. To start, simply log into the Morgan Stanley Mobile App using your Morgan Stanley Online username. If you do not have a Morgan Stanley Online username, you can create one at www.morganstanley.com/online.
The app allows you to:
• Monitor your investments and accounts:
- Track account value and other figures, such as Today’s Change
- View account activity

• Easily log in using Touch ID.

• Perform Cash Management Transactions
- Deposit checks using our cutting-edge imaging technology
- View upcoming bills and make payments.
- Transfer funds between Morgan Stanley brokerage accounts, as well as to and from accounts held at other financial institutions.

• Find nearby Morgan Stanley locations and contact the Client Service Center
- Find the nearest Morgan Stanley Branch
- Find the nearest Morgan Stanley compatible ATM
- Speak with a Service Professional

• Monitor important account notifications
- Access account alerts and announcements
- Enroll in Cash Management alerts to monitor Available Cash balances

• Research stock quotes and more
- Browse current market indices, news, company profiles and stock quotes.

With access to your accounts and to the right information when and where you need it, you can work with your Financial Advisor to make informed decisions and manage your finances on your own terms. If you do not have a Morgan Stanley Online username and password, please visit www.morganstanley.com/online to register. Standard messaging and data rates from your provider may apply.

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



© 2019 Morgan Stanley Smith Barney LLC. Member SIPC.

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