Morgan Stanley Wealth – Tablet 4+
Morgan Stanley
-
- Free
iPad 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
• 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.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 3090089 5/20
What’s New
Version 3.1.26
What’s New: App enhancements, and performance & security improvements
Ratings and Reviews
Not a well designed app
Pros, it’s semi clean, nice color scheme, and like that you can find a representation visually of what you invested and the gains.
Cons, it’s poorly laid out out, like who designed it seems to not use it. The selection of funds should take you to the information on the product, that just makes sense but no, it doesn’t take you there and gives you odd options, also there just doesn’t seem to be a thought for those who are trying to look at your portfolio.
And this is over a year of use, not just a knee-jerk reaction
Seems to be working now
Read prior reviews stating problems with the app. I just installed it and logged in. Everything seems to be working for me.
Physical key MFA not working on iPad
For those of us using a USB-c physical key for MFA on other platforms when the insert key page appears on the app during login the physical key does not appear to be recognized on the latest iPad with USB-c, making it impossible to verify and login.
Supposedly the physical key problem on USB-c iPads was solved but without understanding how this app interacts with the iPad, it’s difficult to say if it’s the app, the iPad, or some missing step such as setting up the key in some fashion before the app will recognize it like on other platforms.
Would be great if MS could correct this problem so the app can be used on the iPhone and iPad using a key. Otherwise provide instructions on the login page after credentials are put into the app.
Gave it 2 stars instead of one since it’s possible to turn off MFA or set up a different less secure MFA option in order to use these iOS apps. Thanks
App Privacy
The developer, Morgan Stanley, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Location
- Contact Info
- Contacts
- User Content
- Identifiers
- Usage Data
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Morgan Stanley
- Size
- 190.4 MB
- Category
- Finance
- Compatibility
-
- iPad
- Requires iPadOS 15.6 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2023 Morgan Stanley Smith Barney LLC. Member SIPC
- Price
- Free