Morgan Stanley (2024)

Check the background of Morgan Stanley Smith Barney LLC on FINRA's BrokerCheckand see
the Morgan Stanley Smith Barney LLC RelationshipSummary.

Investment Products • Not FDIC Insured • No Bank Guarantee • May Lose Value

PLEASE READ THE IMPORTANT DISCLOSURES BELOW.

Banking products and services are provided by Morgan Stanley Private Bank, National Association, Member FDIC.

A mutual fund's prospectus contains its investment objectives, risks, charges, expenses, and other important information and should be read and considered carefully before investing. For a current prospectus, visit etrade.com/mutualfunds.

The material provided by Morgan Stanley Smith Barney LLC, Morgan Stanley or any of theiraffiliates, or by a third party not affiliated with Morgan Stanley is for educational purposes only and is not an individualized recommendation. This information neither is, nor should be construed as, an offer or a solicitation of an offer, or a recommendation, to buy, sell, or hold any security, financial product, or instrument discussed herein, or to open a particular account or to engage in any specific investment strategy.

Morgan Stanley research reports and the information derived from such reports are provided for information purposes only. This content is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It is not individually tailored investment advice and is prepared and made available without regard to your individual financial circ*mstances and objectives. The securities and strategies discussed or referred to in this content may not be appropriate for you. Your decision to buy, hold or sell a security should depend on your individual circ*mstances (such as your investment objectives and experience, time horizon, liquidity needs, financial situation and existing holdings) and other considerations. Please see the relevant research report for important disclosures. Morgan Stanley Smith Barney LLC is an affiliate of Morgan Stanley & Co. LLC.

E*TRADE is offering access to insurance products through its relationship with Covr Financial Technologies, Inc. (“Covr”). Covr provides direct to consumer insurance solutions. E*TRADE makes no representations regarding the appropriateness or otherwise of the products or services provided by Covr and the insurance carriers on its platform. There are additional service providers for comparative purposes. If you choose to pursue coverage, you must do your own diligence and make your own independent decision. E*TRADE and/or a licensed insurance agency subsidiariesmay earn commissions or other forms of compensation for products purchased through Covr. Covr and E*TRADE are unaffiliated entities.

  1. Morgan Stanley Financial Advisors, Private Wealth Advisors, and Morgan Stanley Virtual Advisors (collectively, Financial Advisors) are licensed representatives of Morgan Stanley Smith Barney LLC. We may connect you with an E*TRADE representative before you speak with a Morgan Stanley Financial Advisor. Opening an account with a Morgan Stanley Financial Advisor may require minimum asset levels. Other eligibility requirements may apply and certain products and services (including any lifestyle programs) are not available to or appropriate for all clients. Fees may apply should you choose to open an account with Morgan Stanley. Account fees and other important information can be found at www.morganstanley.com/iai.

Under SIPC, securities in your securities brokerage account(s) are protected up to $500,000 ($250,000 for cash claims). Morgan Stanley also maintains additional insurance with an aggregate limit of $1 billion. E*TRADE from Morgan Stanley clients will be covered under the Morgan Stanley excess of SIPC supplemental insurance policy. Please be advised that you may obtain information about SIPC, including the SIPC brochure, by contacting SIPC at (201) 371-8300 or by visiting www.sipc.org.

Morgan Stanley Smith Barney LLC, either directly or indirectly, may route customer equity orders to national securities exchanges; alternative trading systems, including electronic communication networks; and other market makers, including its affiliate Morgan Stanley & Co. LLC.

Securities products and investment advisory services offered by Morgan Stanley Smith Barney LLC, Member SIPC and a Registered Investment Adviser. Commodity futures and options on futures products and services offered by E*TRADE Futures LLC, Member NFA Stock plan administration solutions and services offered by E*TRADE Financial Corporate Services, Inc., and are a part of Morgan Stanley at Work. Banking products and services provided by Morgan Stanley Private Bank, National Association, Member FDIC. All entities are separate but affiliated subsidiaries of Morgan Stanley. E*TRADE from Morgan Stanley and Morgan Stanley at Work are registered trademarks of Morgan Stanley.

System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors.

Statement of Financial Condition | About Asset Protection | Account Agreements and Disclosures | Quarterly 606 Report | Business Resiliency Plan

©currentYear E*TRADE from Morgan Stanley. All rights reserved. E*TRADE Copyright Policy

Morgan Stanley (2024)

FAQs

What exactly does Morgan Stanley do? ›

Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.

Is JP Morgan and Morgan Stanley the same? ›

J.P. Morgan & Co. opted to focus on commercial banking, which was considered to be more lucrative and more prestigious after the stock market crash soured public opinion about Wall Street. Morgan Stanley was created as a separate investment bank, drawing in capital and talent from J.P. Morgan's operations.

How much money do you need to be with Morgan Stanley? ›

Investment Minimum. Morgan Stanley has a minimum account requirement of $250,000 or higher and charges fees on a sliding scale.

What bank owns Morgan Stanley? ›

Morgan Stanley is mainly owned by institutional investors, who own around 60% of shares. The largest shareholders in December 2023 were: Mitsubishi UFJ Financial Group (23.06%) State Street Corporation (6.97%)

Does Morgan Stanley pay a lot? ›

How much does Morgan Stanley in the United States pay? The average Morgan Stanley salary ranges from approximately $54,000 per year for Financial Specialist to $189,592 per year for Vice President of Information Technology.

What is Morgan Stanley most known for? ›

Morgan Stanley is a global leader in executing transactions in cash equity-related products for institutional clients around the world. These products include common stocks, global depository receipts and exchange-traded funds.

How hard is it to get hired at Morgan Stanley? ›

Morgan Stanley's 2% acceptance rate applies across the organization, including wealth management and institutional services (ie. the investment bank).

Is Morgan Stanley worth it? ›

In fact, 97% of our clients say they are satisfied with the firm, and 98% are satisfied with how their Morgan Stanley Financial Advisor handles questions and requests. And, nine in 10 Morgan Stanley clients surveyed say they felt prepared financially for the COVID-19 crisis. What's next?

What is the minimum amount to open an account at Morgan Stanley? ›

Is there a minimum balance or an annual maintenance fee for the Morgan Stanley Access Direct brokerage account? With $0 commission on online trades for stocks and ETFs, no account fees or minimums, it's never been easier to put your stock proceeds to work.

Is Morgan Stanley prestigious? ›

Morgan Stanley

A giant on Wall Street and one of the world's most respected investment banks, Morgan Stanley is ranked as the second most prestigious bank by Vault. The firm has more than 80,000 employees working across three core divisions: wealth management, investment management, and institutional securities.

Is Morgan Stanley bank FDIC insured? ›

As a Morgan Stanley client, you have access to FDIC Coverage up to applicable limits. Morgan Stanley has two insured banks (which acts as a “Sweep Bank” for dollars in your investment account); Morgan Stanley Private Bank, National Association (MSPBNA) and Morgan Stanley Bank, N.A. (MSBNA).

Is Morgan Stanley a bank or broker? ›

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank.

What makes Morgan Stanley different from other banks? ›

1. Morgan Stanley is first and foremost a wealth management firm While widely respected, Morgan Stanley isn't the only wealth management firm out there. But we choose to partner with Morgan Stanley because it is a wealth management firm first. Many rival firms are banks first, wealth management second.

How do Morgan Stanley advisors get paid? ›

In a brokerage account, you generally compensate Morgan Stanley and your Financial Advisor through a commission for each equity transaction, a mark-up/ mark-down for bond transactions and a sales charge for mutual fund transactions.

References

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