Managing Your Finances with Morgan Stanley

2020 and 2021 Plan Year Information

Managing Your Finances with Morgan Stanley

Among the many benefits of working at Morgan Stanley, you have access to a full suite of investment, cash management and lending products and services at discount pricing. Let Morgan Stanley be more than your employer and join your many colleagues who invest with us today.

CHOOSE YOUR FINANCIAL ADVISOR.
Why work with a Morgan Stanley Financial Advisor? Armed with an understanding of the Firm’s products and services, your Financial Advisor will take the time to understand your needs and help plan and execute wealth management strategies.

Select your Financial Advisor from one of the following options:

 

DISCOVER EXCLUSIVE DISCOUNTS:

  • Open the Morgan Stanley Active Assets Account, with no annual fee for employees. The Active Assets Account allows you to access the Firm’s investment, cash management and lending solutions.
  • Set up direct deposit of your Morgan Stanley paycheck to your new Morgan Stanley Active Assets Account.
  • Access cash from your Morgan Stanley Active Assets Account by using your Morgan Stanley Debit Card and take advantage of ATM fee rebates, up to a maximum of $4.99 per transaction, at U.S.-based ATMs.
  • Consider consolidating retirement accounts by rolling over your previous firm’s 401(k) into a Rollover (IRA), with annual fees discounted to $25 per year or waived for those who contribute at least $200 annually. (Please see Note for important information.)
  • Open an Individual Retirement Account (IRA) to help save for your retirement. Annual fees are discounted to $25 per year or waived for those who contribute at least $200 annually. (Please see Note for important information)