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Complete View
of Your Finances
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As a Morgan Stanley client, you can now view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App. With full visibility of your assets and liabilities all in one place, you and your Financial Advisor can obtain a comprehensive view of your total wealth to help you track your goals or start planning for your future using cutting-edge technology.
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Convenient
Connectivity
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Available on your desktop, mobile and tablet, this new feature will be conveniently integrated into
Morgan Stanley
Online and the
Morgan Stanley
Mobile App.
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More Informed
Wealth Planning
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You and your Financial Advisor can now make more informed decisions and identify opportunities with respect to your
Morgan Stanley
accounts in order to help you achieve
your goals
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Safe and Secure
Data Access
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Our highest priority is keeping your information protected.
Morgan Stanley
dedicates significant resources to protecting your assets and personal information.
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| On your desktop, to add accounts from other financial institutions, click the Add External Accounts button on the upper right-hand corner of the
home page
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| Using the
Morgan Stanley
Mobile App, you can add accounts from other financial institutions by tapping Add External Accounts on the
All Accounts screen
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| Select the financial institution, enter your credentials and follow the guided prompts to complete the process. After completing the setup process, your external accounts will appear on both
Morgan Stanley
Online and the
Morgan Stanley
Mobile App.
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| To modify account visibility, nicknames and inclusion in the Total Wealth calculation, please go to Services/Profile & Settings/Account Display.
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The
Morgan Stanley
Mobile App is currently available for iPhone® and iPad® from the App Store℠ and AndroidTM on Google Play™. Standard messaging and data rates from your provider may apply.
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Information related to your external accounts is provided for informational purposes only. It is provided by third parties, including the financial institutions where your external accounts are held. Morgan Stanley does not verify that the information is accurate and makes no representation or warranty as to its accuracy, timeliness, or completeness. Additional information about the features and services offered through Asset Aggregation are available on the Asset Aggregation site on Morgan Stanley Online and also in the Asset Aggregation Terms and Conditions of Use.
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© 2017 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 2068597 06/2018
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