Banking / Banks

How To Find and Use Your Morgan Stanley Login

Login From a Computer
Mobile Phone/Tablet
Retrieve Forgotten Info
Statement Information
Customer Service

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Morgan Stanley is an investment bank with a history that dates to 1935. The bank has more than $550 billion in assets under management and operates in 23 countries. If you’re accessing Morgan Stanley’s wealth management and/or investment services, you’ll want to be able to log in to your account online.

As such, here’s a closer look at how to gain online access to your Morgan Stanley account.

How To Log In to Your Morgan Stanley Bank Account From a Computer

Logging in to your Morgan Stanley account from your computer isn’t difficult.

Visit the Morgan Stanley homepage.
In the upper-right corner, you’ll find a box labeled “Client Login.” Click on it and use the drop-down menu to select “Morgan Stanley Online.”
Enter your username and password.
Click “Log in.”

From there, you should be logged in to the Morgan Stanley online portal.

How To Log In to Your Morgan Stanley Bank Account From a Mobile Phone or Tablet

If you’re using Morgan Stanley’s wealth management services, you can access your account using the company’s mobile app.

Find the Morgan Stanley app in the App Store or Google Play.
Download the app.
Open the app on your smartphone or tablet.
Enter your username and password when prompted.

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How To Retrieve a Forgotten Username or Password

You can access your account even if you’ve lost or forgotten your username or password.

For a lost username:

Visit the Morgan Stanley homepage.
In the upper-right corner, you’ll find a box labeled “Client Login.” Click on it and use the drop-down menu to select “Morgan Stanley Online.”
Click on “Forgot username?”
You will be asked which type of account you have. Click on “Morgan Stanley Online.”
You then will need:
- The first nine digits of any of your Morgan Stanley account numbers
- The last four digits of your Social Security number
Click “Continue.”

For a lost password:

Visit the Morgan Stanley homepage.
In the upper-right corner, you’ll find a box labeled “Client Login.” Click on it and use the drop-down menu to select “Morgan Stanley Online.”
Click on “Forgot password?”
You will be asked which type of account you have. Click on “Morgan Stanley Online.”
You will need:
- Your username
- The last four digits of your Social Security number
Click “Continue.”

How To View Your Morgan Stanley Statement Information

You can view seven years of account statements by signing in to your Morgan Stanley account. You also can sign up for easy eStatements delivered to your inbox on a regular basis.

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To enroll in eDelivery:

Log in to Morgan Stanley Online.
Click on the “Accounts” tab.
Select “Documents.”
Select “Go Paperless.”

How To Contact Morgan Stanley If You Have Trouble With Your Account

If you need online support, you can contact the Morgan Stanley Client Service Center by phone at 1-888-454-3965. If you’re outside the U.S., call collect at 1-801-617-9150. You can also log in to Morgan Stanley Online and contact your financial advisor or the Client Service Center via its secure messaging system.

Additionally, you can email onlinesupport@morganstanley.com.

What Are the Benefits of Online Banking?

Online banking gives clients easy access to their accounts, helping them stay better connected to their finances. Few things can help you keep your budget balanced like being able to quickly check on your account balances daily. And staying engaged with your investments is easier when you’re a quick login away from seeing the day’s performance.

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Information is accurate as of Jan. 20, 2022.

About the Author

Joel Anderson is a business and finance writer with over a decade of experience writing about the wide world of finance. Based in Los Angeles, he specializes in writing about the financial markets, stocks, macroeconomic concepts and focuses on helping make complex financial concepts digestible for the retail investor.