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Morgan Stanley Wealth Mgmt

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 your accounts and to the right information when and where you need it, you can work with your Financial Advisor to make informed decisions and manage your finances on your own terms. It’s the latest way we can assure our clients that we’re behind you 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 http://www.morganstanley.com/online. Standard messaging and data rates from your provider may apply.


* Subject to certain terms and conditions.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is a registered Broker/Dealer, Member SIPC, and not a bank.

Investment, insurance and other products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

© 2015 Morgan Stanley Smith Barney LLC. Member SIPC.

CRC1159940 4/15

Category : Finance

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Reviews (29)

Jul. R. May 21, 2022     

I like that I have all the info I need for day to day management of my account at the touch of my finger, and for more in depth info my agent is just a phone call or e-mail away.

Pet. K. Dec 7, 2018     

This app is terrible....etrade's app is superior. It takes too many clicks just to get to your holdings. And then when you do you can scroll left or right to see the columns. The underlying module they use for the asset grid isn't mobile friendly (or at least Android friendly.) The grid doesn't move when you try and scroll right or left.

Eri. S. May 12, 2021     

The app is great when you're in it, but as soon as you exit out, having to verify your identity everytime is unacceptable, even after I changed my settings to bypass the two way verification. May leave over this annoyance. My FA left Schwab to go here, and I want to stay with him, but this apps security settings are flaming hot garbage. Please fix this! Does it for my samsung phones in the app and on an internet browser and I tried it on a new IPhone.

Chr. M. May 14, 2021     

Its a nice looking app, but its frustrating to verify my device and it still has me complete 2 step verification. Even more frustrating is when I completely turn off 2 step verification within the settings, and it STILL has me complete the 2 step verification. When adjustments to the settings don't work, I can't give a 5 star like I would like to.

Wen. S. Jul 13, 2020     

Asks for a verification code sent to your phone every time you log in, even though the device was already added to the trusted devices list. This cannot be the intended behavior as people likely need to log in multiple times a day. Reached out the dev team and was told that this is working as intended, even though this is not the case for web access. Why would I want to do password and text code verification every time I log in? Please fix this!

Con. Feb 7, 2019     

Step up your game Morgan Stanley. Scroll functionality within a mobile app is paramount, and yours is broken and unusable - has been for days. I've gone the polite route of submitting an error report and gotten no response. Embarrassing... Update: Recieved response from Dev, claimed stability issue was tethered to a chrome app update. Weird dependency, but its working now after updating chrome.

Ann. M. May 23, 2022     

I had no problems at all, these days a GREAT thing!

Ian. K. Jan 26, 2022     

It takes too long for cash transfers from usual bank account versus my other trading platform. Platform is fine, does what it's supposed to do, just takes too long to transfer money.

Jer. B. Apr 29, 2019     

The app has been great until this last update on 3/29/2019. On the historical tab the graph now overlays the numbers in the Android version. Can't get to the account values.

Jer. B. Aug 20, 2020     

This App has gotten even worse, it is now impossible to use it to deposit checks. Something changed/got worse in app. I now dread having to deposit a check via this app. My review worsened from two to one star. It now usually says the check's image quality is bad when in fact it is sharp and clear. Rarely does it accept a check for deposit!!!

Kev. F. Apr 16, 2020     

Whenever I select the 'remember my username' on the sign in screen it never works. This has been a problem for over a year now. I assumed it would be fixed so haven't said anything until now but this is horrible. Also when will you support face ID for Pixel 4?

Bil. G. May 22, 2022     

Great App, always smooth. Everything I need to suit my purposes for having this App always works..... and everything works well!

Fra. D. Jan 29, 2021     

Unable to deposit checks on mobile app. Tried to update app per message on site. Unable to update app (keeps clocking with a pending message). Very, very frustrating

Cor. B. Feb 6, 2022     

when you hit back it doesn't go back, it just refreshes and keeps you on the same screen. very annoying

Rob. C. May 17, 2022     

Excellent App have used for years

Kar. A. B. May 23, 2022     

Love ease of use

Lin. G. Sep 28, 2019     

The find an atm feature says that it requires Google play services to be installed, which seems weird. Also google play services IS installed so it's even weirder this doesn't work. Otherwise the app is fine.

A. G. u. Dec 6, 2018     

Newest update comes up with web or connection error. The problem is it blocks my VPN . I trust that the developers will rectify this so I can give it a thumbs up!

Sco. S. Apr 4, 2019     

issue with depositing multiple checks. app crashes after each check requiring you to login each time. kind of annoying since they don't have local place to deposit the checks like a bank

Kos. Mar 6, 2021     

Can't upload checks and the dashboards are hard to understand. Love the company, products, and advisors. This app is not representative of the service you'll get. The app is really hard to use.

Ken. B. Mar 2, 2021     

Delighted to be with this company. I feel at home with my team. Every year gets better and better. Their app. is awesome and makes it SO MUCH easier to see what I want to know, whenever I need ro know it! I highly recommend my team at Morgan Stanley 👍👍😊😷

Kar. B. May 10, 2019     

Not easy to use at all. I have to set up ACH and cannot figure out how to do it. No directions! Quite frustrating.

Kai. W. Aug 11, 2021     

The quality of this app does not match the level of quality I would expect from an institution of their size. There should be a better intake funnel for moving my capital around and opening new accounts.

Mar. F. G. Nov 6, 2018     

Not my favorite app. Everytime I try to do a mobile deposit, it locks up on me. Sometimes I can't even get that far. I uninstalled it (again) and am about to re-install it. Hope this gets better.

Adi. A. Jul 28, 2020     

For CAD TFSA account (TD WebBroker) it shows the USD value but shows as CAD. It must be a conversion issue. Everything else is great.

Mar. K. Aug 31, 2020     

Among the best designed apps of the type that I've ever seen and used, esp. given the breadth of information that MS feels a need to convey!

Sup. M. Jul 27, 2021     

Updated app won't install. Old app doesn't work. And now I can't access my account. Wonderful. Anybody home!?!

Pat. P. May 22, 2022     

Easy to use

Kri. H. Dec 30, 2018     

App freezes up on Pixel 2 following 12/7 update. Screen loads but is unresponsive to touch inputs.