What type of online services does Morgan Stanley Smith Barney offer?


Quick Answer

Morgan Stanley Smith Barney online services provided through Morgan Stanley Online include comprehensive views of assets, liabilities and available funds, the ability to click on specific accounts or account groups and to hover over the total assets figure to access additional information. Customers can view their most current portfolio data and pay bills or transfer funds. Online services also include a quick-connection option that provides contact information for, or immediate connection with, the customer's advisor.

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Full Answer

Morgan Stanley customers can also access breaking news and research from their personalized home pages, view alerts regarding their cash management activities, and access announcements regarding new products and other service enhancements. Features of Morgan Stanley Online include easy-to-use tabs for viewing holdings, activity and reporting details, and one-click quick options for routine tasks, such as printing account information. Customers can filter information by using the site's drop-down menu or clicking directly on a product. Bill payment services give customers the ability to view automatically updated e-bills, pay bills by electronic transfer, and cancel or edit payments. By logging into Morgan Stanley Online, customers are able to send secure messages to their financial or private wealth advisors and the client service center.

To register for Morgan Stanley Online, customers must enter account numbers at MorganStanley.com/online. Supported browsers include Internet Explorer, Firefox, Chrome and Safari.

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