Morgan Stanley Wealth User Reviews

Top reviews

Great app to view complete equities and banking

I was so impressed that I moved all my funds including banking to Morgan Stanley.

Annoying

Hate that you have to use the iPad version in landscape mode.

Not a well designed app

Pros, it’s semi clean, nice color scheme, and like that you can find a representation visually of what you invested and the gains.

Cons, it’s poorly laid out out, like who designed it seems to not use it. The selection of funds should take you to the information on the product, that just makes sense but no, it doesn’t take you there and gives you odd options, also there just doesn’t seem to be a thought for those who are trying to look at your portfolio.

And this is over a year of use, not just a knee-jerk reaction
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Why did you remove the “Send Money With Zelle” option from the iPad?

It was there as recently as last week and now it has been removed. Makes it much less useful as an app.

Physical key MFA not working on iPad

For those of us using a USB-c physical key for MFA on other platforms when the insert key page appears on the app during login the physical key does not appear to be recognized on the latest iPad with USB-c, making it impossible to verify and login.

Supposedly the physical key problem on USB-c iPads was solved but without understanding how this app interacts with the iPad, it’s difficult to say if it’s the app, the iPad, or some missing step such as setting up the key in some fashion before the app will recognize it like on other platforms.

Would be great if MS could correct this problem so the app can be used on the iPhone and iPad using a key. Otherwise provide instructions on the login page after credentials are put into the app.

Gave it 2 stars instead of one since it’s possible to turn off MFA or set up a different less secure MFA option in order to use these iOS apps. Thanks
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Incompetent Customer Support

Morgan Stanley-

level of incompetence of Morgan Stanley is unheard of and is unacceptable. MS fails to meet the basic standards of professionalism and customer service.

Taking my business elsewhere.

Weird iPad App

When launched, the screen is turned upside down.
The resolution is simple (so far!) : turn the iPad physically upside down and the Screen goes back to normal.

Bugs

For years this app worked well then suddenly it didn’t. Around the time of the most recent app update, three weeks ago, the two step verification stopped working. Attempting to sign in, the app requests a verification code that is to be texted to my phone. The text never arrives. When I request additional verification texts and do not receive these texts, my account is locked and I have to call MS to get logged in. On my last call to MS I was sent to a data support representative who not only couldn’t help but also indicated being unfamiliar with the app. My devices are iPhone 8 and iPad 7G.
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Seems to be working now

Read prior reviews stating problems with the app. I just installed it and logged in. Everything seems to be working for me.

Accounts

Latest update does not work. Summary of accounts is fine but when you try to view the detail it displays “connection error tap to retry”

No Zelle option on iPad version

There is no Zelle pmt option on the iPad version but there is on the iPhone version. Otherwise works great!

Can’t use vertical

The title says it all. You cannot turn the app vertical you can only use this app horizontally which is annoying. They should be corrected then the app may be OK.

Works pretty well.

I prefer this to the iPhone version because I can see individual tax lots in the positions.

Nice to be able to pay bills easily through here.

Not working..

The latest update is not working properly with I OS. Should be fixed please.

Can not login

Can’t get past the login screen. Text never arrives with my confirmation code so no way to log in. Also, why is landscape the only orientation for this app? That is the least user friendly orientation for typing on an ipad. Really bad design and apparently MS just doesn’t care.

Sits with the wheel spinning “Verifying...” if you opt-in for real time quotes

Just installed the app. As part of the install it gives an option to get real-time quotes. I opted in. It seems to hang. The wheel is spinning in the box that says “Verifying...”.

I terminated the app; restarted; tried again. Same result.

Will now opt out and see if that helps.

Improved, But Still Needs Work...

The app is improved compared to a year ago, but there are still areas that need attention:

1. The camera portion (for Deposits) seems to fail way too often compared to the very similar (same?) camera function at Schwab.com. After a failed attempt to take a picture of a check, a message is displayed (YOUR DEVICE IS RUNNING LOW ON MEMORY"). The only workaround we've found is to close the app and start anew. This is annoying and more than once we've given up and made the deposit elsewhere.

2. Provide a way to create more Alerts (such as a target price for an equity or fund or ETF, etc.)

Thanks!
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App will not load

Tried to load update version 1.27.88 and it would not load. Deleted app and tried to reload . Now app does not load

Works perfectly!

Went to update and saw some reviews that were entirely opposite to the experience I have had in using the app. I deposit checks all the time with the iPhone and the less frequently with the iPad, both work flawlessly! I love all the data that is available and the way in which it is presented.
I also, move money amongst accounts internally and with other institution all by myself on the application without a hitch.
Like I said, it works perfectly!
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App still will not load/open on iPad 4 running 10.3.3.

Update 6-10-18.
Just upgraded to 1.23.54 and it still does not load and open on my iPad 4 running IOS 10.3.3. Is this app ever going to be fixed to run on the older IOS devices? Do the developers even read these reviews? At least acknowledge that there is an issue with the app and tell us what is going to be done to fix it!

Update - Just upgraded to the new release 1.22.83 that was just pushed out. It still does not load on my iPad 4 running IOS 10.3.3. Unbelievable!

This app has not worked for months now as it still will not load on the iPad 4 even with the latest version 1.22.79 that was just pushed out. The application worked fine in November, so maybe someone can check this out and actually fix the problem!

What kind of quality control are these inept programers using that they do not test new versions to see these types of failures? Absolutely disgraceful support for Morgan Stanley customers!
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