The people on your team are what power your company. We help you invest in them. With an end-to-end Financial Wellness offering, your workplace is equipped to foster financial confidence so your employees, from entry-level to the C-suite, can take charge of their financial goals.
Meet a financial benefit offering that works. Help improve recruitment and retention and build the well-being of your employees on their terms—whether that’s through an education portal, webinar or help from a professional.
Financial Education
Support your employees with digital and in-person learning resources, including exclusive webinars and timely communications.
Financial Services
Connect your employees to personalized guidance and solutions tailored to their unique financial needs.
Digital Tools
Simple-yet-powerful features, make your benefits accessible and more likely to be embraced by employees.
Morgan Stanley at Work Perks help your employees enjoy life. You can offer a unique, complimentary perks program designed to reward employees through curated lifestyle offers and experiences.
Your employees are thinking about matters of money. Make their finances a source of confidence rather than a source of stress, so they can excel at work and in their daily lives.
of employees say financial stress is negatively affecting their work and personal life.1
of employees believe employers should more actively assist them with their specific financial issues.1
of employees agree that their companies still need to do a better job helping them understand and maximize the financial benefits available.1
Through ongoing communication, we help your employees make the most of their workplace benefits. Depending on the solutions you enable, your participants could have access to:
Starting on day one, dedicated support sets employees up for success by informing them on how to get the most out of their new benefits experience.
The learning continues beyond onboarding with digital educational materials and tools delivered at key moments in the benefits lifecycle.
Whenever they need it, employees can easily engage and receive financial guidance that’s tailored to their goals and mindful of their long-term aspirations.
Access the strength and full breadth of services offered through Morgan Stanley Wealth Management and E*TRADE from Morgan Stanley.
Match complex needs with a specialized team. Learn how our dedicated support and services can help your senior leaders navigate their finances.
Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.
Connect with us to learn more about how Morgan Stanley at Work may be able to help your business.
If you are an employee looking for help with your account, visit support.
1 Source: 2025 Morgan Stanley at Work State of the Workplace Study
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Morgan Stanley at Work, Morgan Stanley Smith Barney LLC, and its affiliates and employees do not provide legal or tax advice. You should always consult with and rely on your own legal and/or tax advisors.
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Certain content on Morgan Stanley Financial Wellness Portal including, but not limited to, calculators is being provided to Morgan Stanley Smith Barney LLC (“Morgan Stanley”) pursuant to an agreement with Financial Fitness Group (“FFG”). That content and materials on the Portal have been prepared for educational purposes only and do not constitute either a recommendation or a solicitation by Morgan Stanley and its employees to purchase or sell any investment or strategy. The calculators are hypothetical and are for illustrative and informational purposes only and do not represent the return on any investment. Actual results may vary.
The Morgan Stanley routinely enters into a variety of business relationships for which either the Firm receives compensation or pays for services, and such business relationships may include the named Service Provider(s), its employees or agents, or companies affiliated with the Service Provider(s). The views, opinions, guidance or advice provided by My Secure Advantage and/or their financial coaches (who are not Morgan Stanley employees) are solely those of their own, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with a Morgan Stanley Financial Advisor to understand these differences or visit our web site at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf or contact us at 866-866-7426.
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