We work with Yodlee—the 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 in real time, it eliminates the inconvenience of having to provide statements and ensures that we are making decisions based on a full and timely financial picture. Your Financial Advisor can help identify spending patterns and whether you should adjust your asset allocation based on exposure across all your investments.
Morgan Stanley does not charge a fee to use either tool.