View a Snapshot of Your Finances
Add your external 401K, checking/savings, brokerage accounts and more to Morgan Stanley Online to see your finances all in one place.Complete Your Financial Picture
Discover Trends and Save Smarter
View your incoming and outgoing cash, gain insights on your spending habits and create custom budgets no matter where your money is held.Analyze Your Expenses
Enhance Your Goal Planning
Identify opportunities and risks across your entire portfolio with your Financial Advisor. This can help you to better achieve your financial goals.Access Your Account
Step 1: Log in
Log into Morgan Stanley Online at morganstanley.com/online or the Morgan Stanley Mobile App.
Step 2: Add External Accounts
Click on the “Add External Accounts” button.
Step 3: Enter Your Credentials
Select the financial institution, enter your credentials and follow the guided prompts to complete the process.
Get a comprehensive view of your incoming and outgoing cash no matter where your money is held.View Cash Trends
Income and Expenses
View your automatically categorized expenses, helping you and your Financial Advisor align your spending plan with your financial objectives.Analyze Your Expenses
Create custom budgets, which can help you optimize how you put your money to work.Create a Budget
We work with Yodlee—a market leader in financial data connectivity—to protect your financial information. We set up and manage the secure connections between your chosen institutions and Yodlee. The aggregation service is read-only, meaning that data can be read but no transactions or updates can occur at Morgan Stanley. Learn more about how we safeguard your information on our Online Security Center.
By updating your information, it eliminates the inconvenience of having to provide statements.
Morgan Stanley does not charge a fee to use either tool.