Fast Document Exchange
You and your Financial Advisor team can now share documents by simply uploading a file.
Documents can be accessed across all your devices from desktop, to tablet and mobile.
All uploaded documents are scanned for viruses and encrypted for an extra layer of security.
Access Digital Vault
To enroll in Digital Vault or access the tool, log in to Morgan Stanley Online or the Morgan Stanley Mobile app and select Digital Vault from the menu options.
To upload files, click on Upload File or drag and drop a file on to the page. Select the document type and click Upload.
To download files, click on the ellipsis next to a file or folder and select Download.
To organize files, click on the ellipsis next to a file or folder and select Move. Choose a destination folder and then click on Move.
Your Financial Advisor team will automatically be notified when you upload your files. And you will be notified when your Financial Advisor team uploads new files.