Morgan Stanley Wealth – Tablet

Morgan Stanley Wealth – Tablet

by Morgan Stanley

67 ratings
45 reviews
Free

Details

  • Released
  • Updated
  • November 4, 2014
  • April 30, 2026
Morgan Stanley Wealth – Tablet screenshot #1 for iPad
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Morgan Stanley Wealth – Tablet screenshot #6 for iPad
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About

Manage your personal finances, deposit checks, and transfer money securely. Access account documents, track income and expenses, and trade stocks and ETFs. Connect with your financial advisor and stay updated on market data.

Account management
Mobile check deposit
Money transfers
Budgeting tools
Stock and ETF trading
Document access
Security features
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What's New in Morgan Stanley Wealth

3.8.27

April 30, 2026

App enhancements, and performance & security improvements

User 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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Developer apps

FAQ

What can I do with the Morgan Stanley Wealth app?

The app allows you to manage your personal finances, including viewing account balances, activity, and holdings. You can also deposit checks, transfer money, trade stocks and ETFs, access account documents, and track income and expenses. It also provides tools for budgeting and setting account alerts.

How secure is the Morgan Stanley Wealth app?

The app employs multiple layers of security, including Touch ID and Face ID login (on eligible devices), multi-factor authentication, and session verification via push notifications. You can also link compatible security keys for an additional layer of protection.

Is the Morgan Stanley Wealth app free to use?

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

Can I link external accounts to the Morgan Stanley Wealth app?

Yes, you can link virtually all your external accounts and credit cards to monitor their activity within the app. This provides a more holistic view of your financial situation, including income and expenses.

What are the key features for managing investments?

The app enables you to trade stocks and exchange-traded funds (ETFs). You can also view your holdings, projected income, and access research reports. Additionally, you can transfer assets from an external brokerage account into your Morgan Stanley account.