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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Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

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  • 👀 Outdated and cluttered user interface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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Manage your stock plan accounts on the go with this mobile application. View your balance, track vesting schedules, sell shares, and exercise options. Interactive visualizations provide key account information at a glance, with secure login options.

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

Securely access your retirement account anytime, anywhere. Track your progress towards your retirement goal, manage investments, and research loan details. Enhanced security features protect your personal information.

Retirement plan registration and enrollmentView account balances and progressModify contributions, asset allocations, and beneficiaries
💰 Finance
(4.2K)
free
6
Shareworks
Shareworks
Shareworks
Morgan Stanley at Work
Free

Manage your equity plan on the go. View your portfolio, track events, and complete transactions like selling shares or exercising options. Securely access your financial data and manage your employee stock purchase plan.

Manage and forecast portfolioTrack past and future eventsView ESPP holdings
💰 Finance
(10K)
free
7
E*TRADE: Invest. Trade. Save.
E*TRADE: Invest. Trade. Save.
E*TRADE: Invest. Trade. Save.
Stocks, options, mutual funds
Free

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

Commission-free stock, ETF, and options tradesMutual fund tradingProfessionally built portfolios
💰 Finance
(381K)
free with in-app purchases
8
Morgan Stanley Research
Morgan Stanley Research
Morgan Stanley Research
by Morgan Stanley
Free

Access curated financial research and insights from a leading global financial services firm. Discover important topics, personalize your feed, and connect with analysts for data-driven investment decisions.

Morning Summary of key topicsFeatured research debatesPersonalized content feed
💰 Finance
(14)
free
9
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay
💰 Finance
(3.2M)
free with in-app purchases
10
UBS Wealth Management
UBS Wealth Management
UBS Wealth Management
by UBS AG
Free

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

Account and cash managementBudgeting and spending trackingFinancial tools
💰 Finance
(62K)
free
11
Aaron Wealth Connect
Aaron Wealth Connect
Aaron Wealth Connect
by Aaron Wealth Advisors LLC
Free

This app facilitates secure and private collaboration between sophisticated individuals, families, and family offices and their wealth advisors. It allows for seamless communication and management of complex wealth matters anytime, anywhere, ensuring compliance.

Secure client-advisor collaborationAnytime, anywhere accessPrivate and compliant communication
💼 Business
(4)
free
12
Morgan Stanley Matrix
Morgan Stanley Matrix
Morgan Stanley Matrix
by Morgan Stanley
Free

Access exclusive institutional client features for market insights, prime brokerage management, and foreign exchange trading. Stay updated with real-time data, research, and order management capabilities on the go.

Proprietary research and market commentaryPersonalized content feeds and alertsPrime brokerage wire notifications and approvals
💰 Finance
(5)
free
13
Morgan Stanley Events
Morgan Stanley Events
Morgan Stanley Events
by Morgan Stanley
Free

Access event agendas, schedules, activities, speaker bios, presentations, and venue details for registered attendees. A password is required for entry.

Event agendasSchedules and activitiesSpeaker biographies
💼 Business
(3)
free
14
VPS SmartOne
VPS SmartOne
VPS SmartOne
Smart Financial Investment
Free

This platform offers a comprehensive suite of financial management tools for investments, wealth management, and payment services. It provides real-time market insights, investment advice, and secure transaction processing for a streamlined user experience.

Integrated financial managementInvestment and wealth managementPayment services
💰 Finance
(56)
free
15
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.

Wealth managementInvestment planningRetirement planning
💰 Finance
(14)
ad-supported
16
Finvest: AI Money Manager
Finvest: AI Money Manager
Finvest: AI Money Manager
Track, manage & build wealth
Free

This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.

Intelligent stock picks with Finvest ScorecardSmart discovery of investment themes and recommendationsDeep portfolio insights and risk analysis
💰 Finance
(266)
free
17
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

Client relationship managementContact management with quick actionsRedesigned calendar and task management
💼 Business
(1.6K)
free
18
Mezzi Wealth
Mezzi Wealth
Mezzi Wealth
AI portfolio and tax guidance
Free

This app uses AI to provide personalized investment portfolio guidance, helping users save on taxes, reduce fees, and increase passive income. It consolidates all family investments in one place, offering real-time insights and AI-powered chat for financial queries.

AI-powered portfolio insightsTax-saving opportunitiesFee reduction recommendations
💰 Finance
(103)
subscription
19
GS PWM
GS PWM
GS PWM
Wealth Management
Free

Manage your Goldman Sachs Private Wealth Management or Ayco accounts on the go. View portfolio performance, initiate transfers, and stay updated with market insights. Designed for existing clients to access their financial information securely.

View portfolio market valueTrack investment resultsInitiate transfers
💰 Finance
(86)
free
20
Bernstein Private Wealth
Bernstein Private Wealth
Bernstein Private Wealth
My Bernstein mobile app
Free

Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.

Account balance monitoringFund transfersMobile check deposit
💰 Finance
(58)
free