# Morgan Stanley Wealth Mgmt

> Mobile banking and investment management for personal finances. (iPhone/iPad app by Morgan Stanley.)

- Source: https://appshunter.io/ios/app/morgan-stanley-wealth-mgmt/id811512122 (this page in markdown: same URL + `.md`)
- Developer: [Morgan Stanley](https://appshunter.io/developer/387241940)
- Category: Finance
- Price: Free
- Rating: 3.40/5 from 449 App Store ratings · 110 written reviews indexed
- Age rating: 4+
- Requires: iOS 17.5 · 165 MB
- Languages: American English
- Released: 2014-03-30
- Data updated: 2026-08-21
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/morgan-stanley-wealth-mgmt/id811512122/reviews.md

## What is Morgan Stanley Wealth Mgmt?

Keep all your personal finances at your fingertips with the Morgan Stanley Mobile App. Manage your accounts, access account documents, deposit checks, transfer money, and collaborate with your Morgan Stanley team from virtually anywhere. And do it online with multiple layers of security.

Manage Your Accounts 
•	Conveniently access your accounts with Touch ID
•	Clients with eligible devices can log in with Face ID
•	View your account balance, activity, holdings and projected income
•	Access your statements, trade confirmations and tax documents
•	Update your profile information such as your home address, email address and phone number
•	Link virtually all your external accounts and credit cards to monitor your activity for a more holistic financial view
•	View your income and expenses, and create and track your budget
•	Set up account alerts and adjust your preferences
•	Trade stocks and exchange-traded funds (ETFs) 
•	Put a temporary lock on your debit card if you cannot find it
•	Add your IRA beneficiaries  

Help Stay Secure
•	Configure multi-factor authentication settings to help protect access to your accounts
•	Verify your online sessions via a push notification on your device
•	Link compatible security keys to protect access to your account with a physical token
•	Contact our Client Service Center at: 1-888-454-3965 (24 hours a day, 7 days a week) to speak directly with a Service Professional. If you are outside the United States, please call collect at: 1-801-617-9150.

Move Money
•	Deposit checks with ease using the camera on your mobile device
•	Authorize wires and transfers with one click 
•	Send and receive money with friends and family using their email address or U.S. mobile phone number with Send Money with Zelle®
•	Transfer funds between your Morgan Stanley accounts and other financial institutions
•	Transfer assets from an external brokerage account into your Morgan Stanley brokerage account
•	Pay your bills with Morgan Stanley’s Online Payments service

Connect With Morgan Stanley
•	Find the nearest Morgan Stanley branches 
•	Easily locate ATMs worldwide
•	Schedule a meeting with your Financial Advisor
•	Upload and share important documents with your Morgan Stanley team
•	Stay on top of market data and access research reports 

Standard messaging and data rates from your provider may apply. Subject to device connectivity.

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. The third-party trademarks and service marks contained herein are the property of their respective owners. Investments and services offered through Morgan Stanley Smith Barney LLC, Member SIPC.

Mobile check deposits are subject to certain terms and conditions. Checks must be drawn on a U.S. Bank.

Zelle and the Zelle-related marks are wholly owned by Early Warning Services, LLC and are used herein under license. Morgan Stanley is not affiliated with Zelle.

Electronic payments arrive to the payee within 1-2 business days, check payments arrive to the payee within 5 business days. Same-day and overnight payments are available for an additional fee within the available payment timeframes.

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 3090089 5/20

## Key features

- Account management and balance viewing
- Mobile check deposit
- Money transfers and bill pay
- Document access (statements, tax forms)
- Budgeting and expense tracking
- Debit card lock
- Connect with financial advisor

## What do users think of Morgan Stanley Wealth Mgmt?

Overall sentiment: negative

**Pros**

- 🚀 Smooth and fast app performance
- 🔒 Robust security features
- 👍 Easy to use and navigate
- 💡 Useful check deposit and bill payment features

**Cons**

- 🐛 Frequent login and connectivity issues
- 🔍 Limited research and analytics capabilities
- 👀 Outdated and cluttered user interface
- 🔋 High battery consumption

**Commonly reported bugs**

- App freezes and crashes on login
- Inconsistent behavior after updates
- Inability to view documents and tax forms
- Sync issues with linked external accounts

**Most requested features**

- Dark mode option
- Enhanced portfolio analytics and performance tracking
- Improved accessibility for low-vision users
- Customizable home screen and dashboard

## Recent user reviews (10 of 110)

All indexed reviews: https://appshunter.io/ios/app/morgan-stanley-wealth-mgmt/id811512122/reviews.md

### 1/5 — Poor

*2026-06-25, version 3.8.27*

I don’t think the app is good because it misleads me regarding my balance! Also I had bad support for the app!

### 1/5 — Horrible UI

*2026-06-22, version 3.8.27*

For a high end wealth management platform, this app is shockingly poorly designed.  It is difficult to navigate, not visually appealing (walls of text in bad font).  Fidelity, Schwab, JP Morgan all have much stronger offerings from a user experience perspective.  Please do better MS!

### 5/5 — Great App

*2026-06-15, version 3.8.27*

So easy to use

### 1/5 — Can’t even login

*2026-05-19, version 3.8.27*

Something broke in recent updates or IOS 26. Page just spins forever after hitting login

### 2/5 — Missing accessibility options

*2026-05-05, version 3.8.27*

My eyesight just isn’t what it used to be, and I prefer apps that support dynamic type to allow for changes in text size. I couldn’t find any accessibility settings in the app at all

### 1/5 — Can’t login after forced e*trade transfer

*2026-04-14, version 3.7.76*

Can’t login after forced e*trade transfer

Update: Developer thinks I’m their secretary.

Provide the first 9 digits of any of your Morgan Stanley account numbers

ENRL001 : The account and SSN/Passport combination you’ve entered doesn’t match our records. Be sure to review what you’ve entered and try again

### 1/5 — Horrible update!

*2026-02-27, version 3.7.39*

This app use to be extremely detailed and helpful with seeing all my accounts, investments & easy access to my advisors if I needed them. Now the app just freezes and too many glitches to where I can’t even open up detailed account inquirers

### 1/5 — Always locks me out

*2026-02-03*

I have called so many times to reset my locked account and again every month it gets locked! So many representatives suggested trying to keep logging in every few days to avoid that and still locked! I have 2fa and authenticator set and password is also saved, the same stops working! This happens for more than a year and half now. Terrible app! Would not use if employer isn’t forcing me too!

### 1/5 — One year user ready to go

*2026-01-14, version 3.6.100*

I must say, this app is pretty much MTA in New York. Compared to Chase app, it’s pretty much a joke.

### 5/5 — Love the options

*2025-11-10, version 3.5.37*

Great for viewing of my assets and transferring assets smoothly.

## Frequently asked questions about Morgan Stanley Wealth Mgmt

### What can I do with the Morgan Stanley Wealth Management app?

The app allows you to manage your personal finances and investment accounts. You can view account balances and activity, deposit checks, transfer money, pay bills, access important documents like statements and tax forms, and track your income and expenses to create a budget.

### How does the app help me stay secure?

The app offers multiple layers of security, including Touch ID and Face ID login for eligible devices, multi-factor authentication, and the ability to verify online sessions via push notifications. You can also link compatible security keys for an extra layer of protection.

### Is the Morgan Stanley Wealth Management app free to use?

Yes, the app is free to download and use. Standard messaging and data rates from your mobile provider may apply depending on your device and connectivity.

### Can I link external accounts to the app?

Yes, you can link virtually all your external accounts and credit cards to monitor your activity for a more holistic financial view. This allows you to see a comprehensive overview of your finances within the app.

### What are the mobile check deposit requirements?

Mobile check deposits are subject to certain terms and conditions. The checks must be drawn on a U.S. Bank. The app uses your mobile device's camera to facilitate the deposit process.

## Version history (last 5 releases)

### 3.9.30 — 2026-08-10

App enhancements, and performance & security improvements

### 3.8.27 — 2026-04-30

App enhancements, and performance & security improvements

### 3.7.76 — 2026-03-30

App enhancements, and performance & security improvements

### 3.7.39 — 2026-02-02

App enhancements, and performance & security improvements

### 3.6.100 — 2025-12-09

App enhancements, and performance & security improvements

## Apps similar to Morgan Stanley Wealth Mgmt

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [FMB-Mobile 2.0](https://appshunter.io/ios/app/fmb-mobile-20/id1461710427) | 4.7 (1,766) | Free | Finance |
| [Liberty Bank CT](https://appshunter.io/ios/app/liberty-bank-ct/id6444455927) | 4.8 (15,989) | Free | Finance |
| [Webster Bank Mobile App](https://appshunter.io/ios/app/webster-bank-mobile-app/id940975308) | 4.7 (22,210) | Free | Finance |
| [Ascend Federal Credit Union](https://appshunter.io/ios/app/ascend-federal-credit-union/id539580009) | 4.9 (32,173) | Free | Finance |
| [Citi Mobile®](https://appshunter.io/ios/app/citi-mobile/id301724680) | 4.9 (4,021,501) | Free | Finance |
| [Columbia Mobile Banking](https://appshunter.io/ios/app/columbia-mobile-banking/id953668739) | 4.4 (20,968) | Free | Finance |

## More apps by Morgan Stanley

- [Morgan Stanley Matrix](https://appshunter.io/ios/app/morgan-stanley-matrix/id501786735)
- [Morgan Stanley Wealth – Tablet](https://appshunter.io/ios/app/morgan-stanley-wealth-tablet/id933306841)
- [Shareworks](https://appshunter.io/ios/app/shareworks/id1098307422)
- [Stock Plan](https://appshunter.io/ios/app/stock-plan/id1354023603)
- [Global Stock & Reward Services](https://appshunter.io/ios/app/global-stock-and-reward-services/id1402157287)

All apps by Morgan Stanley: https://appshunter.io/developer/387241940

## Related topics

[morgan](https://appshunter.io/ios/topics/morgan) · [morgan stanley mobile app](https://appshunter.io/ios/topics/morgan-stanley-mobile-app) · [morgan stanley](https://appshunter.io/ios/topics/morgan-stanley) · [morgan stanley wealth mgmt](https://appshunter.io/ios/topics/morgan-stanley-wealth-mgmt) · [morgan stanley online](https://appshunter.io/ios/topics/morgan-stanley-online) · [morgan stanley stock plan connect](https://appshunter.io/ios/topics/morgan-stanley-stock-plan-connect) · [composition wealth portal](https://appshunter.io/ios/topics/composition-wealth-portal) · [melvin morgan](https://appshunter.io/ios/topics/melvin-morgan) · [oakworth wealth management](https://appshunter.io/ios/topics/oakworth-wealth-management) · [holdfast wealth management](https://appshunter.io/ios/topics/holdfast-wealth-management) · [morgan stanley at work](https://appshunter.io/ios/topics/morgan-stanley-at-work) · [finmatics](https://appshunter.io/ios/topics/finmatics) · [oddo bhf my wealth](https://appshunter.io/ios/topics/oddo-bhf-my-wealth) · [minster bank wealth management](https://appshunter.io/ios/topics/minster-bank-wealth-management) · [morgan stanley events](https://appshunter.io/ios/topics/morgan-stanley-events) · [morgan stanley matrix](https://appshunter.io/ios/topics/morgan-stanley-matrix) · [wealth builders broking](https://appshunter.io/ios/topics/wealth-builders-broking) · [atwork morgan stanley](https://appshunter.io/ios/topics/atwork-morgan-stanley) · [wealth creation engineering](https://appshunter.io/ios/topics/wealth-creation-engineering) · [morgan stanley stock plan](https://appshunter.io/ios/topics/morgan-stanley-stock-plan)

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-21.*
