Morgan Stanley

Form CRS Customer Relationship Summary

The Form CRS or Customer Relationship Summary (also referred to as our Client Relationship Summary) is a disclosure that investment advisers and broker-dealers must deliver to Retail Investors at the beginning of their relationship.  The Form CRS summarizes information about services, fees and costs, conflicts of interest, legal standard of conduct, and whether or not the firm and its financial professionals have disciplinary history.  It also includes questions you can ask to learn more about your relationship with the firm and provides links to additional sources of helpful information.  

Click here to read the Morgan Stanley Smith Barney LLC Client Relationship Summary

Click here to read the E*TRADE Securities LLC/E*TRADE Capital Management Client Relationship Summary