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Morgan Stanley Wealth Mgmt

Morgan Stanley Wealth Mgmt

3.3.40 by Morgan Stanley and Co. LLC
(0 Reviews) March 06, 2025
Morgan Stanley Wealth Mgmt Morgan Stanley Wealth Mgmt Morgan Stanley Wealth Mgmt Morgan Stanley Wealth Mgmt Morgan Stanley Wealth Mgmt Morgan Stanley Wealth Mgmt

Latest Version

Version
3.3.40
Update
March 06, 2025
Developer
Morgan Stanley and Co. LLC
Categories
Finance
Platforms
Android
Downloads
0
License
Free
Package Name
com.morganstanley.clientmobile.prod
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More About Morgan Stanley Wealth Mgmt

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.

Effortlessly Manage Your Financial Accounts with Morgan Stanley

Managing your financial accounts has never been easier. With Morgan Stanley's advanced features, you can access your accounts conveniently and securely, ensuring you stay on top of your financial health. This article explores the various functionalities available to help you manage your accounts effectively.

Seamless Account Access

With Morgan Stanley, you can enjoy the convenience of **Fingerprint Login**, allowing you to access your accounts quickly and securely. Once logged in, you can easily view your account balance, recent activity, holdings, and projected income.

Comprehensive Account Management

Stay organized by accessing your statements, trade confirmations, and tax documents all in one place. You can also update your profile information, including your home address, email, and phone number, ensuring your records are always current.

Holistic Financial Overview

Link virtually all your external accounts and credit cards to gain a comprehensive view of your financial situation. Monitor your income and expenses, and utilize budgeting tools to create and track your financial goals effectively.

Customizable Alerts and Preferences

Set up account alerts to stay informed about important changes or transactions. Adjust your preferences to tailor your account management experience to your needs.

Efficient Trading Options

Morgan Stanley provides a robust platform for trading stocks and exchange-traded funds (ETFs). Whether you are a seasoned investor or just starting, you can execute trades with ease.

Security Features for Peace of Mind

If you misplace your debit card, you can put a temporary lock on it to prevent unauthorized use. Additionally, you can add beneficiaries to your IRA, ensuring your assets are managed according to your wishes.

Enhanced Security Measures

Protecting your accounts is a top priority. Configure **multi-factor authentication** settings to add an extra layer of security. You can also link compatible security keys for physical token protection, ensuring that only you can access your accounts.

24/7 Client Support

For any inquiries or assistance, contact the Client Service Center at 1-888-454-3965, available 24/7. If you are outside the United States, you can reach out collect at 1-801-617-9150.

Streamlined Money Management

Moving money has never been simpler. Deposit checks effortlessly using your mobile device's camera. Authorize wires and transfers with just one click, making transactions quick and efficient.

Send Money with Zelle®

Easily send and receive money from friends and family using their email address or U.S. mobile phone number through **Zelle**. This feature allows for instant transfers, making it easier to manage shared expenses.

Transfer Funds with Ease

Transfer funds between your Morgan Stanley accounts and other financial institutions seamlessly. You can also transfer assets from an external brokerage account into your Morgan Stanley brokerage account, simplifying your investment management.

Pay Your Bills Online

Utilize Morgan Stanley’s Online Payments service to pay your bills conveniently. This feature ensures that you never miss a payment, helping you maintain a good credit score.

Connect with Morgan Stanley

Finding a Morgan Stanley branch or ATM is easy. Use the online tools to locate the nearest facilities worldwide. Schedule a meeting with your Financial Advisor to discuss your investment strategies and financial goals.

Document Management

Upload and share important documents with your Morgan Stanley team securely. This feature ensures that all your financial information is organized and accessible when needed.

Stay Informed with Market Data

Access real-time market data and research reports to stay informed about the latest trends and investment opportunities. This information is crucial for making informed financial decisions.

Important Information

Please note that standard messaging and data rates from your provider may apply. The Morgan Stanley Debit Card is issued by Morgan Stanley Private Bank, National Association, under a license from Mastercard International Incorporated. Mobile check deposits are subject to specific terms and conditions, and checks must be drawn on a U.S. bank. Information related to your external accounts is provided for informational purposes only, and additional details can be found in the Total Wealth View Terms and Conditions of Use. Zelle and its related marks are owned by Early Warning Services, LLC, and are used under license. Morgan Stanley is not affiliated with Zelle. Electronic payments typically arrive within 1-2 business days, while check payments may take up to 5 business days. Same-day and overnight payments are available for an additional fee. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer and a member of SIPC, not a bank. Investment, insurance, and annuity products offered through Morgan Stanley Smith Barney LLC are not FDIC insured, may lose value, and are not guaranteed by any bank or government agency. © 2023 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 3090089 5/20. By utilizing these features, you can effectively manage your financial accounts with Morgan Stanley, ensuring a secure and organized approach to your financial well-being.

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