Where can investing take you in life?

A new digital investment platform built to help you reach your goals.

Investing can help you  

Simply saving cash for a down payment takes time. Investing can help you get there sooner. Investing can help you plan ahead for the day of your dreams – so when it comes you’re prepared for the expenses. When do you want to retire? Investing between now and then can help you to afford the life you want in retirement. You don't need to have it all figured out right now. Invest to help you handle whatever the future holds. Making your dream a reality requires hard work... and start-up costs. Investing early can help bring your company to life. Whether it’s your education or your child’s, investing can help you plan ahead and avoid student debt.

The power of Morgan Stanley Access Investing

A smart mix of investments

You can choose from a variety of strategies, which include active and passive investments – all managed by Morgan Stanley’s investment professionals.

Ongoing portfolio monitoring

View your portfolio’s performance, check in on your financial goals and make changes to your account —anytime, anywhere.

Automatic rebalancing

We analyze your portfolio daily to help you maintain your appropriate asset allocation, seek to optimize returns and automatically adjust your investments as needed.

Tax-loss harvesting

If you choose, we can help you avoid unnecessary taxes and seek to maximize your after-tax returns. That's why we monitor your account and can harvest losses automatically.

Morgan Stanley at your fingertips

0.35% annual fee
$5,000 minimum investment

Ready to invest in what matters to you?

For more information call us at 1-866-479-1844

Frequently Asked Questions

You need to decide whether this is the right investment platform for you. Access Investing is a discretionary investment advisory account. It’s a digital-only platform and does not include the help of a Financial Advisor.

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We recommend a portfolio for you based on a number of different factors, including but not limited to your risk tolerance, your financial goals, your time horizons and the investing theme you’ve chosen (if any).

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For general investing, you can open a taxable personal account. If you’re investing for retirement, you can open a traditional or a Roth IRA. The IRS offers more information on IRAs at www.irs.gov.

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