Online Financial Tools | Morgan Stanley (2024)

FAQs

Does Morgan Stanley have a budgeting tool? ›

As a Morgan Stanley client, you have access to spending and budgeting tools to help you manage your cash flow across all of your accounts at Morgan Stanley, as well as those held at outside financial institutions.

Founded in 1935 as a partnership with a staff of just 13, Morgan Stanley is now a global financial services firm operating in more than 40 countries with over 80,000 employees.

“Morgan Stanley's 2020 acquisition of E*TRADE has bolstered the research offerings. E*TRADE provides everyday investors with everything they need to conduct in-depth market analysis across stocks, ETFs, mutual funds, bonds, and more.

Morgan Stanley Online is designed to complement your relationship with your Morgan Stanley account team. Store Documents in a Digital Vault Upload important financial documents online and share them with your Morgan Stanley team.

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

Morgan Stanley is known for its strong wealth management and investment management services, while JPMorgan Chase, the largest U.S. bank by total assets, offers a broader range of services including a major retail banking operation.

Morgan Stanley violated the Bank Secrecy Act over a period of five years. In April 2019, Morgan Stanley agreed to pay $150 million (~$176 million in 2023) to settle charges that it had misled two large California public pension funds about the risks of mortgage-backed securities.

JPMorgan Chase does not own Morgan Stanley, although its origins have a lot to do with that firm. After the Glass-Steagall Act, which required the separation of commercial and investment banking, a couple of partners from J.P. Morgan (including J.P. Morgan's grandson) founded Morgan Stanley in 1935.

ownership in MS / Morgan Stanley. 2024-01-31 - BlackRock Inc. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 90,496,803 shares of Morgan Stanley (US:MS). This represents 5.5 percent ownership of the company.

Our Verdict. E*TRADE was founded in 1982 as the world's first online brokerage firm and acquired in 2020 by Morgan Stanley, which operates the company as a wholly-owned subsidiary. Today, E*TRADE provides brokerage services to more than 5.5 million customers.

Who bought out E-Trade? ›

Morgan Stanley (NYSE: MS) announced today that it has completed the acquisition of E*TRADE Financial Corporation (E*TRADE) in an all-stock transaction. E*TRADE common stockholders are entitled to receive 1.0432 Morgan Stanley common shares for each E*TRADE common share.

User reports indicate no current problems at E-Trade

E-Trade is an online discount stock broker, allowing its customers to trade equities including stock, bonds and exchange traded funds (ETFs) online and over the phone. E-Trade also offers banking services such as checking and savings accounts as well as credit cards.

The Morgan Stanley Debit Card is issued by Morgan Stanley Private Bank, National Association pursuant to a license from Mastercard International Incorporated.

Daily withdrawal limits of $1,500 to $5,000 for ATMs and $25,000 to $50,000 for teller cash advances, depending upon tier. Unlike ATM fees that are rebated, Morgan Stanley will not reimburse fees that banks may charge for Debit Card cash advance. Bill payments can take up to 4 business days for the payee to receive.

Morgan Stanley is a leading global investment bank and wealth management firm, employing more than 82,000 people worldwide.

We work with Yodlee—a market leader in financial data connectivity—to protect your financial information. We set up and manage the secure connections between your chosen institutions and Yodlee.

Using built-in formulas makes it easy to automate calculations, and spreadsheets can be quickly updated if numbers need adjustment. Both Microsoft Excel and Google Sheets offer free budget templates to users. Free budget templates are also available on websites such as Life and My Finances and Vertex42.

We are active managers of capital, working to outperform the market and deliver results for our clients. Our long-tenured professionals apply their experience and expertise across public and private markets worldwide, in single-sector, multi-asset and custom solutions.

The Company's steady and above peer-median profitability metrics provide key support to the ratings. For the full year 2022, MS reported an 11.2% return on equity (ROE), which was lower compared to the strong prior year (15.0% ROE in 2021), but favorable overall in our view, given the challenging operating environment.