Who can access the Morgan Stanley access direct account?
The Morgan Stanley Access Direct account is currently only available to individuals whose employer uses the Shareworks by Morgan Stanley or StockPlan Connect equity management platforms.
Are Morgan Stanley Products and services available in my country?
NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL JURISDICTIONS OR COUNTRIES. Morgan Stanley Access Direct is a self-directed online brokerage account for U.S. residents where trading and other account activities are undertaken at the client's sole discretion without access to a Financial Advisor.
What is the difference between Shareworks and Morgan Stanley access direct?
StockPlan Connect or Shareworks is your virtual equity hub. It offers a streamlined experience for viewing, tracking, and managing your equity awards online. Morgan Stanley Access Direct is your companion brokerage account to Shareworks or StockPlanConnect.
How do I contact Morgan Stanley self-directed support?
Funds arriving in your Morgan Stanley Access Direct account may not be available for investment or withdrawal purposes for up to four business days. For additional information, please contact the Self-Directed Support Team at 1 (866) 227 – 2737. We ask a few simple questions to learn about you.
Is there a minimum balance or an annual maintenance fee for the Morgan Stanley Access Direct account?
There is no minimum balance or annual maintenance fee for your account. Certain other fees like trading commissions or cash management fees may app...
How is Access Direct different from Shareworks or StockPlan Connect?
StockPlan Connect or Shareworks is your virtual equity hub. It offers a streamlined experience for viewing, tracking, and managing your equity awar...
What information will I be asked to provide when opening a Morgan Stanley Access Direct account?
When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also...
When can I start transacting with funds deposited into my Morgan Stanley Direct Account?
Funds arriving in your Morgan Stanley Access Direct account may not be available for investment or withdrawal purposes for up to four business days...
What is Morgan Stanley Access Direct?
Morgan Stanley Access Direct is a self-directed online brokerage account for U.S. residents where trading and other account activities are undertaken at the client's sole discretion without access to a Financial Advisor. There are no minimum balance requirements or account maintenance fees associated with the account (other fees may apply), and a client's interaction with Morgan Stanley will be primarily through electronic communications and online resources. Please consider opening a full-service brokerage account if you would prefer to receive the investment guidance and assistance of a Financial Advisor.#N#Equity securities may fluctuate in response to news on companies, industries, market conditions and general economic environment. Companies paying dividends can reduce or stop payouts at any time.
Does Zelle require a data connection?
Data connection required, and message and data rates may apply, including those from your communications service provider. Must have an eligible account in the U.S. to use Zelle. Transactions typically occur in minutes when the recipient's email address or U.S. mobile number is already enrolled with Zelle.
Does Morgan Stanley require enrollment?
Enrollment is required and dollar and frequency limits may apply. Domestic fund transfers must be made from an eligible account at Morgan Stanley Smith Barney LLC (Morgan Stanley) to a US-based account at another financial institution.
Does Morgan Stanley have a minimum balance?
There are no minimum balance requirements or account maintenance fees associated with the account (other fees may apply), and a client's interaction with Morgan Stanley will be primarily through electronic communications and online resources.
Is Morgan Stanley affiliated with Zelle?
Morgan Stanley is not affiliated with Zelle. The Morgan Stanley Debit Card is issued by Morgan Stanley Private Bank, National Association pursuant to a license from Mastercard International Incorporated. Mastercard and Maestro are registered trademarks of Mastercard International Incorporated.
