Morgan Stanley offers services such as the ability to view assets, liabilities, available funds, alerts regarding account management, portfolio data, cash management and more through its online system. Every facet of a client account is manageable through its online interface, as Morgan Stanley's website notes. There are separate pages for accounts, market and research, payments, and transfers.Continue Reading
The system's home page includes an overview of what the online service offers, which includes all of an account's assets and liabilities along with a list of the five best and worst stocks of the day. Clients can use these features to access information about investments and projected income. The sidebar includes alerts, announcements, bill paying services and contact information for financial advisers.
Morgan Stanley's online accounts page has tabs for holdings, loans, activity, portfolio reports and documents. It also features detailed information on stocks, corporate fixed income, municipal bonds and cash. Clients can add or remove columns to customize the online experience, according to Morgan Stanley.
A payments tab makes it easy to manage all outgoing funds in one place, as detailed by Morgan Stanley. Customers can send funds through electronic transfers and checks. All eBills are accessible on this page, ensuring clients do not miss any upcoming payments. Additionally, Morgan Stanley lets clients create a payment schedule to manage the process.Learn more about Financial Planning