iPhone Screenshots

Description

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.

© 2020 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 3090089 5/20

What’s New

Version 1.39.52

App enhancements, and performance & security improvements

Ratings and Reviews

4.1 out of 5
37 Ratings

37 Ratings

unofratello ,

Update to previous review

The app is working great now. It only has one minor glitch with using fingerprint ‘logging in’ not working, which is not a deal breaker.

General.13 ,

Solid App & Performance

Solid app and performance. No bug as of today, great first experience as a new customer. I would like something visually a little bit more simplified like the Marcus App from Goldman & Sachs. But overall, it’s good enough to monitor the performance.

nil sigabrt ,

More interactivity

The app works well and accomplishes most of the actions I need.

To make it better, please make it more interactive (aka, more like an app and less like a website). Let me interact with the graphs and see the more contextual data. For example, the historical graph: I’d like to scrub along the line and see data relative to the timeframe I’m scrubbing (what was the total value and investment value for this specific date). Or the pie graphs - let me tap each section to get more info.

This is more general MS feedback: I’d like a better way to understand gains from investments that DON’T include me making a deposit. I want to see market gains (or losses) for my accounts. If I see an account has some percentage loss because I moved the money to another investment doesn’t help me understand how my portfolio is doing.

Information

Seller
Morgan Stanley
Size
120.4 MB
Category
Finance
Compatibility

Requires iOS 12.4 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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