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.
3.9/5 Votes: 741
Morgan Stanley and Co. LLC
February 25, 2022
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The Morgan Stanley mobile app puts all your personal finances at your fingertips. Manage your accounts, access account files, deposit checks, transfer money and collaborate with your Morgan Stanley team from virtually anywhere. And online through multiple layers of security.

Manage your account

• Easy access to your account with fingerprint login
• View your account balance, activity, holdings and projected earnings
• Access your bank statements, transaction confirmations and tax records
• Update your profile information such as your home address, email address and phone number
• Link almost all of your external accounts and credit cards to monitor your activity for a more comprehensive financial view
• View your income and expenses, and create and track your budget
• Set up account notifications and customize your settings
• Trade stocks and exchange-traded funds (ETFs)
• If you can’t find your debit card, temporarily freeze it
• Add your IRA beneficiaries

help stay safe

• Configure multi-factor authentication settings to protect access to your account
• Link compatible security keys to secure access to your account with a physical token
• Contact our Customer Service Center: 1-888-454-3965 (24 hours a day, 7 days a week) to speak directly with a service representative. If located outside the U.S., call pickup: 1-801-617-9150.

Transfer money

• Easily deposit checks using your mobile device’s camera
• One-click authorization of transfers and wire transfers
• Send and receive money with friends and family with Send Money with Cell® using their email address or US cell phone number
• Transfers between your Morgan Stanley account and other financial institutions
• Transfer assets from an external brokerage account to your Morgan Stanley brokerage account
• Pay bills using Morgan Stanley’s online payment service

Connect with Morgan Stanley

• Find the nearest Morgan Stanley store
• Easily find ATMs around the world
• Schedule a meeting with your financial advisor
• Upload and share important documents with your Morgan Stanley team
• Track market data and access research reports

Your provider’s standard message and data rates may apply. Depends on device connectivity.

The Morgan Stanley Debit Card is issued by the National Association of Morgan Stanley Private Bank under license from MasterCard International, Inc. Mastercard and Maestro are registered trademarks of Mastercard International Incorporated. Third-party trademarks and service marks contained herein are the property of their respective owners. Investments and services provided by SIPC member Morgan Stanley Smith Barney LLC.

Mobile check deposits are subject to certain terms and conditions. Checks must be drawn at a U.S. bank.

Information about your external account is for informational purposes only. Please see the Total Wealth View Terms of Service for more information.

Cell and the Cell-related logo are wholly owned by Early Warning Services, LLC and are used here with permission. Morgan Stanley is not affiliated with Cell.

Recipients receive electronic payments within 1-2 business days, and recipients receive check payments within 5 business days. Same-day and overnight payments are available for additional charges during the available payment period.

Morgan Stanley Smith Barney LLC is a registered broker/dealer and a member of the SIPC, not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into agreements with banks and other third parties to support the provision of certain bank-related products and services.

Investment, insurance and annuity products offered by Morgan Stanley Smith Barney LLC include: Non-FDIC Insured | May Lose Value | Not Bank Guaranteed | No Bank Deposits | Not Insured by Any Federal Government Agency

© 2021 Morgan Stanley Smith Barney LLC. Member SIPC.

CRC 3090089 5/20

What's new

App enhancements, and performance & security improvements


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