Morgan Stanley Wealth Management has implemented a Senior Investor Helpline designed to assist our senior clients with issues or concerns that have not been promptly resolved. Your primary contact regarding your Morgan Stanley Wealth Management account is your Financial Advisor, with whom you are encouraged to initially address issues related to your account, or you may also speak with a member of the branch management team. If you do not believe that your concerns have been properly addressed, you may contact the Morgan Stanley Senior Investor Helpline by calling (800) 280-4534. Additional contact channels are listed below.
When contacting the Helpline, please provide as much detail as possible regarding the issue you wish to discuss, including your account information, relevant dates, events, names of persons involved and the desired outcome so that we may properly research and respond to your concerns. Morgan Stanley does not accept solicitations through this web form.
Morgan Stanley Senior Investor Helpline:
Monday - Friday, 9 a.m. - 7 p.m. ET
Attn: Senior Investor
PO Box 95002
South Jordan, UT 84095
All account and/or client specific forms and requests must be mailed to the individual branch for completion.
*Send to the attention of Senior Investor