Morgan Stanley Wealth Mgmt app for iPhone and iPad
Developer: Morgan Stanley
First release : 30 Mar 2014
App size: 135.83 Mb
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
Latest reviews of Morgan Stanley Wealth Mgmt app for iPhone and iPad
Mobile deposits used to work great. Now it just stopped working. We tried to uninstall and reinstall the app on a couple of different devices. Customer support was useless.
Cant see my equity accounts. The app is worthless to me without those.
None of my investment accounts show up in this app making it rather useless. Aside from that the Morgan Stanley Support is laughable. Make sure you have a full battery in your cellphone before calling those jokers.
Very convenient and easy to use.
Really mediocre financial app my other ones are way better. Not a seamless easy display or interface.