More Informed Wealth Planning
You and your Financial Advisor can better plan towards your goals and identify opportunities and potential risks using our dynamic risk management analytics.
More Secure Data Access
Our highest priority is keeping your information protected. We dedicate significant resources to help protect your assets and personal information.
Whether you're at home or across the globe, you'll be able to see your complete financial picture and access your secured, important documents.
Log into Morgan Stanley Online at morganstanley.com/online or the Morgan Stanley Mobile App.
Add External Accounts
On your desktop or Mobile App, click or tap the Add External Accounts button (on the upper right-hand corner of the home page). Typical external accounts include: Home Value, Checking and Savings accounts, 401(k) and IRA, Mortgage, Brokerage accounts and Credit Card accounts.
Enter Your Credentials
Select the financial institution, enter your credentials and follow the guided prompts to complete the process.