What is Morgan Stanley Wealth Mgmt? The Morgan Stanley Mobile App is a personal finance management app that allows users to manage their accounts, access account documents, deposit checks, transfer money, and collaborate with their Morgan Stanley team from anywhere. The app offers multiple layers of security to ensure the safety of user data and transactions.
- Convenient access to accounts with Touch ID and Face ID
- View account balance, activity, holdings, and projected income
- Access statements, trade confirmations, and tax documents
- Update profile information such as home address, email address, and phone number
- Link external accounts and credit cards to monitor activity for a more holistic financial view
- View income and expenses, and create and track a budget
- Set up account alerts and adjust preferences
- Trade stocks and ETFs
- Put a temporary lock on debit card if lost
- Add IRA beneficiaries
- Configure multi-factor authentication settings to protect account access
- Verify online sessions via push notification
- Link compatible security keys for physical token protection
- Deposit checks with mobile device camera
- Authorize wires and transfers with one click
- Send and receive money with friends and family using email address or U.S. mobile phone number with Send Money with Zelle®
- Transfer funds between Morgan Stanley accounts and other financial institutions
- Transfer assets from external brokerage account into Morgan Stanley brokerage account
- Pay bills with Morgan Stanley’s Online Payments service
- Find nearest Morgan Stanley branches
- Locate ATMs worldwide
- Schedule a meeting with Financial Advisor
- Upload and share important documents with Morgan Stanley team
- Stay on top of market data and access research reports.
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 Touch ID • Clients with eligible devices can log in with Face ID • 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 • Verify your online sessions via a push notification on your device • 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. 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. © 2022 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 3090089 5/20
By Langston Thurgood
To be able to have all the banking functions, wealth management capabilities, and an easy to connect way to reach my advisors is pretty cool.
By CaneCola
This release from Morgan Stanley is a clean, fast, and fantastic: an immensely improved iOS app with strong UX. Granted, all my holdings are under the Morgan Stanley management family, so my experience is exceptionally positive. I was able to sign in, enable Touch ID, register my iPhone for eAuthorizations, and see my accounts at a glance or with great detail. Most importantly, quite a large portion of the ClientServ suite is reproduced in this app. I am very happy that Morgan Stanley decided to properly invest in the iOS platform.
By kartikh
This app does 99% of what I need my iPhone. And considering where Morgan Stanley was a couple years ago with their website and no support for mobile, this is a huge advance. Mobile check deposit is awesome and a huge time saver! As others have mentioned, Touch ID support would be great. Using a complex password is painful, and Touch ID would be a secure way to resolve that issue.