Investing Help

At Morgan Stanley, we provide a range of solutions to meet you where you are—no matter your starting point or preferred investing approach.

You Have Meaningful Goals.

Morgan Stanley Can Help You Achieve Them.

For over 80 years, we have helped individuals like you build, preserve and manage their finances. As a modern investor, you need flexible options and solutions that fit your personal situation. We’re proud to offer a suite of products and services to help meet your needs and investment style at every stage of your life.

No matter which solution you might choose, you will have access to the latest news and market research 24/7 at morganstanley.com or the Morgan Stanley mobile app.

Explore Our Solutions

DIGITAL ADVICE
E*TRADE
Core Portfolios
Smart, automated investing built for you
Work toward a goal with a diversified, online portfolio and the ability to invest in sectors you choose.

At Morgan Stanley at Work, you can create a plan that fits your goals with E*TRADE Core Portfolios.

A team of professionals from E*TRADE paired with automated technology takes care of the day-to-day investing for you. 1

E*TRADE will build and manage your portfolio to help keep you on track toward your long-term goals. Plus, if those goals ever change, it’s simple to adjust your strategy.

ADVICE BY PHONE
Morgan Stanley
Virtual Advisor
Team-based advice when you need it
Get advice and manage your goals and portfolio with help from our team of highly skilled Financial Advisors.

Tailored solutions

Benefit from a personalized goals based plan that can help you establish a strong financial foundation, prepare for retirement and address other financial goals. 

Personal guidance

Schedule thorough performance reviews throughout the year with our team to help your portfolio is adjusted to reflect your evolving goals.

Advice when you need it

As life changes, our team will proactively reach out to check in with you. You can also call or email anytime and a Financial Advisor will be there  to assist with your short- or long-term goal planning or goals.

IN-PERSON ADVICE
Morgan Stanley
Financial Advisors
Advice, planning and investment management
Work with a dedicated Financial Advisor for ongoing comprehensive planning, advice and management.

Dedicated relationships

Develop a relationship with a Financial Advisor who knows you and your family, and can help you build, preserve and manage your finances over time.

Custom solutions

Benefit from investment services, products, and management that meet your specific needs from your Financial Advisor. Feel confident that you are supported by the full resources, experienced and knowledge of Morgan Stanley. 

Advice for every life stage

Your Financial Advisor is there to advise you as life changes, keeping an eye on goal reassessments, long-term care planning, estate planning and more.

Not sure which option is right for you?
Our team of licensed professionals can walk you through our full range of investing solutions and help you determine which may be the best fit for your individual need and goals.

Give us a call at +1-866-674-6367