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.
• 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
App enhancements, and performance & security improvements
Ratings and Reviews
Excellent App - One more thing needed
The app is excellent except that it’s difficult to see the YTD / Total return by account. I want to log and see it right away beside the account. I don’t care that much about the daily return, I want the ability to see quickly the YTD return. I will put 5 stars when it’s available!
Very annoying app
Every time (and I do mean every time) that I open this app and try to log in, I have to verify my identity and then again get asked if I want to add this device, even if I open it again 5 minutes later and then I receive an email telling me that I added a device. I have received so many emails telling me that I added a device even though I have already added the device a multitude of times. This is extremely annoying!
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.
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- User Content
- Usage Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
- Morgan Stanley
- 146.1 MB
- Requires iOS 12.5 or later.
- iPod touch
- Requires iOS 12.5 or later.
- Age Rating
- © 2021 Morgan Stanley Smith Barney LLC. Member SIPC
With Family Sharing set up, up to six family members can use this app.