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Client Relationship Summary Effective January 1, 2023 Morgan Stanley Smith Barney LLC ("Morgan Stanley," "we," or "us") is registered as a broker-dealer and an investment adviserTrade confirmations are important documents that show the details of your transactions with Morgan Stanley. You can access them online anytime, anywhere, by logging in to your Morgan Stanley Online account. If you don't have an account yet, you can register one easily with your account number and SSN.Operating System Version 9 and above. If you have additional questions or need assistance, please call Client Service. Center at 1 (888) 454-3965 (24 hours a day, 7 days a week). If you are outside the. United States, you can call collect at 1 (801) 617-9150. My areas of focus include, but are not limited to: • Financial planning for high-net-worth individuals, business owners, executives and their families; • Retirement planning for individuals ...Ben Lopez, CFP®, CRC®, QPFC Financial Advisor at Morgan Stanley | Serving oil/gas professionals and healthcare providersWe work with Yodlee—a market leader in financial data connectivity—to protect your financial information. We set up and manage the secure connections between your chosen institutions and Yodlee. The aggregation service is read-only, meaning that data can be read but no transactions or updates can occur at Morgan Stanley.It is a joint venture between Morgan Stanley and Citigroup. Website:https://www.morganstanleyclientserv.com/. 0 alumni associated with "Morgan Stanley Smith ...Enter your username and password. Remember username. Forgot username or password? Set up online account. Manage your credit card account online - track account activity, make payments, transfer balances, and more.Information on this website is general in nature. It is not intended to cover the specific terms of your company's equity plan(s). Please refer to your company's equity plan documents if you have any questions.© Morgan Stanley Smith Barney LLC, Member SIPC. All rights reserved.Warning Please Upgrade Your Browser. dismiss. Morgan Stanley Online uses features that may not be supported by your current browser and might not work as intended.© Morgan Stanley Smith Barney LLC, Member SIPC. All rights reserved.© 2018 Morgan Stanley Smith Barney LLC, Member SIPC.All rights reserved.Logon to Morgan Stanley Wealth Management to view your Australian share portfolios, margin lending accounts, watchlists, charts and investment research.Electronic Delivery (eDelivery) With eDelivery, review your account documents online instead of receiving paper documents in the mail. Documents are archived and available on our secure website for up to seven years. Morgan Stanley Financial Wellness. Empowering you with the tools and information to make better financial decisions. Measure and improve your financial well-being by exploring a range of topics, recommended based on your needs and goalsInformation on this website is general in nature. It is not intended to cover the specific terms of your company's equity plan(s). Please refer to your company's equity plan documents if you have any questions.Welcome to Morgan Stanley’s Retirement Plan Service Center. Easy Access to Your Morgan Stanley Retirement Plan Information. Use the Plan Participant or Plan Sponsor link below for Account Balance Information, Transactions, Fund Performance, Market Summary, Stock Quotes, and Investment Education provided by ADP. Plan Participant Plan Sponsor.If you need assistance please call the Client Service Center at +1 (888) 454-3965. or +1 (801) 617-9150 (if you are outside the United States)+1 (801) 617-9150 (if you are outside the United States)At Morgan Stanley, clients come first. We help individuals, families, institutions and governments raise, manage and distribute the capital they need to achieve their goals Explore Morgan Stanley. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. © Morgan Stanley Smith Barney LLC, Member SIPC. All rights reserved.

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