Morgan Stanley Wealth Management is not an official representative or the developer of this application. Copyrighted materials belong to their respective owners
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  • Last update: 2 years ago
  • Version: 1.13.16
  • Size: 31.2 MB
  • Compatibility: Requires iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch.
  • Author: Morgan Stanley
  • Content rating: Rated 4+
  • Languages: English
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Morgan Stanley Wealth Management Review

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Morgan Stanley Wealth Management Review


The Morgan Stanley Wealth Management mobile application is the only mobile solution designed exclusively for Morgan Stanley Wealth Management clients. It provides anyone with a valid Morgan Stanley Online login the ability to:

Access their Morgan Stanley accounts, including balances, holdings and recent activity.

Deposit checks from anywhere in the U.S. using our cutting-edge imaging technology without having to mail or bring them to a branch.

View upcoming bills and make one-time or recurring payments.

Transfer funds between Morgan Stanley brokerage accounts, as well as to and from accounts held at other financial institutions.

Browse current market indices, news, company profiles and stock quotes.

With access to their accounts and to the right information when and where they need it, clients can work with their Financial Advisor to make informed decisions and manage their finances on their own terms. It’s the latest way we can assure our clients that we’re behind them all the way.

There is no charge to download the application. If you do not yet have a Morgan Stanley Online account set up, please go to Standard messaging and data rates from your provider may apply.

© 2017 Morgan Stanley Smith Barney LLC. Member SIPC.

Rating Distribution

(259 949)


  • A
    Just upgraded the app, but I should say I just downgraded the app! Slow loading, and now forget about seeing your performance other than what it's doing today. Seems they took away the ability to see the overall performance of each holding so you don't know how much you're up or down. Between that and the slower speed, there's no reason to log into the app anymore. I can get current prices on any number of apps and sites, so why login? I am open to being wrong on this, but sure seems like it's all gone now and they don't want you to see your performance on the iPhone. If anyone disagrees, please post on how to get to the old layout with performance options. I'd love to come back and update the rating, but for now, it's less than 1 star.
  • C
    I logged in with my user name and password. All fine. Then it asks me to choose a telephone number where I will receive a special code to enter on the app. They offer a choice of one telephone number. I have tried to log in absout 5 times today and I'm still waiting for a call. There is no where on the Morgan Stanley website to even put in any telephone number much less add a second option. I also wanted to try to see if I could get the check deposit part to work which I never could before. My son had success with it, but I can't even get logged in to even give it another try.
  • M
    Latest version: I know I have no liabilities with Morgan. Why do I have to be told that every time I login? Is there a way to disable that screen? Still issues from past: Never saves my username when it updates. Have to re enter it a lot as it is updated a lot. Dumb help (press x to dismiss) every time it updates. Please. Remove that help. Should be smart and only do it for changes features. No smooth. Screen transitions are jerky. So many pdf documents (privacy policy etc). That is so 1990. Please transition to html so that I can actually read them.

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