Best Morgan Stanley Wealth Management Apps

235+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated May 2026

Looking for free morgan stanley wealth management apps? 20 of our 235+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.

Top Picks for Morgan Stanley Wealth Management

Morgan Stanley Wealth Mgmt#1

Morgan Stanley Wealth Mgmt by Morgan Stanley

Editor's Choice
💰 Finance
3.4😞(433 ratings)
Free
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Access and manage your finances conveniently with our mobile app. From tracking account activities to transferring funds, staying secure with multi-factor authentication, and connecting with your financial team, take control of your financial well-being anytime, anywhere with multiple layers of security.

What We Love

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

Room to Improve

  • 🐛 Frequent login and connectivity issues
  • 🔍 Limited research and analytics capabilities
  • 👀 Outdated and cluttered user interface
Stock Plan#3

Stock Plan by Morgan Stanley

Morgan Stanley at Work
Worth Considering
💰 Finance
4.5😞(7.7K ratings)
Free
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Designed exclusively for stock plan participants with share plans serviced by Morgan Stanley, this app brings desktop platform features to iOS devices, allowing users to view account balances, check award vesting schedules, sell shares, exercise options, and more. Accessible via Face ID or Touch ID, the app provides interactive data visualizations and personalized portfolio views. To experience the convenience of managing stock plans on-the-go, download the app now.

What We Love

  • 🚀 Fast and easy to use
  • 👍 Intuitive dashboard
  • 🔒 Secure login with Face ID

Room to Improve

  • 🐛 Frequent login issues
  • 🔄 Endless redirect loop between app and website
  • 🤔 Lack of basic functionality (e.g. sell to cover, exercise options)

More Morgan Stanley Wealth Management apps to explore

4
Morgan Stanley Asia Mobile
Morgan Stanley Asia Mobile
Morgan Stanley Asia Mobile
Morgan Stanley Bank Asia Ltd
Free
💰 Finance
(0)
5
J.P. Morgan Retirement Link
J.P. Morgan Retirement Link
J.P. Morgan Retirement Link
J.P. Morgan Retirement Link
Free

Access your retirement account securely anytime, anywhere with our mobile app. Track balances, adjust contributions, and stay secure with biometric authentication. Start planning for a better retirement today.

💰 Finance
(4.2K)
6
Shareworks
Shareworks
Shareworks
Morgan Stanley at Work
Free

Access Morgan Stanley at Work through this app to manage your equity plan on the go. Track, transact, and stay updated securely. Open a Shareworks account to get started.

💰 Finance
(10K)
7
E*TRADE: Invest. Trade. Save.
E*TRADE: Invest. Trade. Save.
E*TRADE: Invest. Trade. Save.
Stocks, options, mutual funds
Free

An all-in-one investment and trading app with commission-free trades, professionally built portfolios, comprehensive research tools, banking features, and live streaming video. Start investing confidently and conveniently with E*TRADE today.

💰 Finance
(381K)
8
Morgan Stanley Research
Morgan Stanley Research
Morgan Stanley Research
by Morgan Stanley
Free

This mobile app provides institutional clients with a personalized research experience, offering curated content, a virtual assistant, and a synchronized experience across devices to help inform investment decisions. With features such as a morning summary, featured research, and a customizable feed, users can easily discover and share relevant content to generate alpha.

💰 Finance
(14)
9
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

Invest confidently with an all-in-one investing app offering secure trading, financial learning resources, and 24/7 customer support. Get started with no fees and explore powerful trading tools for stocks, ETFs, and more, backed by Fidelity's expertise. Explore more at https://www.fidelity.com/mobile/overview.

💰 Finance
(3.1M)
10
UBS Wealth Management
UBS Wealth Management
UBS Wealth Management
by UBS AG
Free

A comprehensive financial services app offering account management, budgeting tools, personalized insights, and future planning features. Tailored for existing clients of UBS Financial Services Inc., empowering users to take control of their financial well-being.

💰 Finance
(60K)
11
Aaron Wealth Connect
Aaron Wealth Connect
Aaron Wealth Connect
by Aaron Wealth Advisors LLC
Free

This wealth management application enables secure and private collaboration between high-net-worth individuals and experienced advisors, allowing users to manage their wealth effectively from anywhere. With this platform, users can work with advisors in a compliant and confidential environment, taking control of their financial management needs.

💼 Business
(4)
12
Morgan Stanley Matrix
Morgan Stanley Matrix
Morgan Stanley Matrix
by Morgan Stanley
Free

This mobile application provides institutional clients with access to key features from a leading platform, including research, trade ideas, prime brokerage, and foreign exchange services. With this app, users can stay informed, manage their accounts, and execute trades on-the-go, with robust security features and personalized content.

💰 Finance
(5)
13
Morgan Stanley Events
Morgan Stanley Events
Morgan Stanley Events
by Morgan Stanley
Free
💼 Business
(2)
14
VPS SmartOne
VPS SmartOne
VPS SmartOne
Smart Financial Investment
Free

This all-in-one financial management platform provides a comprehensive and secure solution for investment needs, wealth management, and payment services, offering real-time market updates, investment advice, and seamless transactions. With state-of-the-art technology, users can manage their investments, receive notifications, and stay informed on market news and services.

💰 Finance
(56)
15
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

This application helps you manage your wealth, investments, and retirement planning through a unified platform, providing access to expert financial planners and a variety of investment options. By leveraging its proprietary algorithm and guidance from experienced consultants, you can build a diversified portfolio that aligns with your goals and risk tolerance, securing your financial future.

💰 Finance
(14)
16
Finvest: AI Money Manager
Finvest: AI Money Manager
Finvest: AI Money Manager
Track, manage & build wealth
Free

Invest effortlessly in US Treasury Bills through a secure platform that offers high yields and flexibility in buying and selling. Benefit from locked interest rates, trusted custodianship, and government backing for a stress-free investment experience. Explore the opportunity to grow your wealth with peace of mind.

💰 Finance
(266)
17
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.

💼 Business
(1.5K)
18
Mezzi Wealth
Mezzi Wealth
Mezzi Wealth
AI portfolio and tax guidance
Free

Accelerate your wealth-building with Mezzi, an AI-powered stock market analysis app. Gain insights, make informed investment decisions, and watch your wealth grow faster. Start building your future today!

💰 Finance
(100)
19
GS PWM
GS PWM
GS PWM
Wealth Management
Free

This mobile app allows Goldman Sachs Private Wealth Management and Ayco clients to access their accounts, view portfolio details, and stay updated on market insights. With the app, clients can initiate transfers, deposit checks, and contact their team, providing a streamlined way to manage their wealth on-the-go.

💰 Finance
(84)
20
Bernstein Private Wealth
Bernstein Private Wealth
Bernstein Private Wealth
My Bernstein mobile app
Free

This mobile app allows wealth management clients to effortlessly manage their finances, accessing account information, transferring funds, and securely sharing files with their advisory team. Download the app to take control of your financial future with confidence and ease, monitoring your assets, making transactions, and connecting with your advisor on-the-go.

💰 Finance
(58)