Products and Planning

You want to make a long-term financial plan, manage day-to-day cash, and prepare for the unexpected. Our firm has the planning capabilities, personalized support and innovative solutions you’re looking for. We can help you manage your financial life—so you can stay focused on what truly matters.

Explore our Products and Solutions

Impact Investing Platform
A full range of solutions designed to advance the environmental, economic and social goals that matter most to you—while striving for competitive performance.
Alternative Investment Solutions
Investment strategies, spanning private equity, real assets, private credit, hedge funds and digital assets, that pursue differentiated sources of return relative to traditional investments.
Total Tax 365
Morgan Stanley Total Tax 365 offers access to a full spectrum of tax-smart investment solutions to help mitigate the tax drag on your portfolio—so you can keep more of what you earn and improve your after-tax return.
CashPlus Brokerage Account
Access your cash from banks or tellers that accept Mastercard® and manage your cash on the go with Morgan Stanley Online and the Morgan Stanley Mobile App.
Morgan Stanley Debit Card
Make purchases and access cash at more than 2 million ATMs worldwide that display the Mastercard®, Maestro® and STAR® network logos.
Thematic Investment Baskets
A differentiated single-transaction method for investing in innovative opportunities across a wide variety of market sectors and investment themes.
Insured Solutions
A robust suite of insurance and annuities solutions backed by its licensed insurance agency affiliates that can aid in safeguarding you and your loved ones.
Morgan Stanley Cards from American Express
Explore the Morgan Stanley Blue Cash Preferred® American Express Card and The Platinum® Card from American Express exclusively for Morgan Stanley.
Exceptional Perks and Benefits
Morgan Stanley Reserved Living & Giving is a complimentary perks program that gives eligible clients access to one-of-a-kind experiences, curated lifestyle content and discounts on cars, travel, show tickets and more.

Planning to Help You Pursue Your Goals

For life’s biggest goals, you need a roadmap to get there. Our planning strategies can help you balance competing priorities to reach the future you envision.

Find a Financial Advisor who fits your needs

No matter what you want to accomplish, our Financial Advisors work with you to provide ongoing, comprehensive planning and investment advice to help put you in a position to succeed.

Check the background of our firm and investment professionals on FINRA's BrokerCheck.

Wealth Management Built Around You

Advice for Families and Individuals
We offer services and guidance tailored to your needs.
Online Access and Digital Tools
We make it easy to manage your money from anywhere.
Corporate and Institutional Solutions
Sophisticated support for employers and fiduciaries.