Access Your Morgan Stanley Clientserv Account

It is nowadays possible for the clients of Morgan Stanley to access and manage their accounts online. That is possible thanks to the Morgan Stanley ClientServe website: where Morgan Stanley’s clients can log into their accounts, to access various types of account information, and to carry out various account management tasks. Thus, as a Morgan Stanley client, you can access the full portfolio of your holdings and accounts from anywhere, at anytime: thanks to the Morgan Stanley ClientServe website.

Further, through the said Morgan Stanley online portal, you can have various account documents delivered electronically to you, while also gaining access to the latest tools, news and research. It doesn’t end there: for through the Morgan Stanley online portal, you can carry out online trading. You can also get to pay bills online and to even carry out money transfers online. Accessing your Morgan Stanley account online is easy, as will become clear shortly.

An overview of the procedure for accessing your Morgan Stanley account online

The procedure for accessing your Morgan Stanley account online simply entails going to the Morgan Stanley online portal (the Morgan Stanley ClientServe website), and logging into your account there. You log in by entering your username and your password. Once you are logged in, you select the specific function that you are interested in: like, for instance, if you want to access your account documents, if you want to access your portfolio or if you want to carry out tasks such as online trading or bill payment.

What you need to have, to access your Morgan Stanley account online

To access your Morgan Stanley account online, you need to have set up a Morgan Stanley online username and password. You, of course, also need to have some form of Internet connection, in order to be able to access the Morgan Stanley ClientServe website and log into your account there.

Where you need to go, to access your Morgan Stanley account online

To access your Morgan Stanley account online, you need to go to the Morgan Stanley online portal, also known as the Morgan Stanley ClientServe website. The address/URL for Morgan Stanley Online is given below, in the ‘useful links’ section.

How to go about accessing your Morgan Stanley account online

Once you are on the Morgan Stanley online (Morgan Stanley ClientServe) website, check towards the top left hand corner, and you will see a login box. Within that login box, as required, enter your Morgan Stanley Online username, and your password, then click on the ‘Go’ button. Once you are logged into your account, select the type of information you want to access by clicking: that is, like, for instance, if you want to access your account documents, if want to access your portfolio… and so on. Alternatively, if you want to perform a function, such as online trading, bill payment or money transfer, click on the relevant option.

Useful links