Get Form Adv Wrap Fee Program Brochure Morgan Stanley Smith ...

This guide provides clear, step-by-step instructions for users looking to fill out the Form ADV Wrap Fee Program Brochure provided by Morgan Stanley Smith Barney LLC. By following the steps outlined here, you can ensure a smooth and efficient process.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to access the Form ADV Wrap Fee Program Brochure, which will allow you to view and fill out the necessary information.
2. Review the cover page of the brochure to familiarize yourself with the document. This page includes contact information and the name of the program being offered.
3. Navigate to Item 2: Material Changes. Here, you will find updates regarding the program since the previous version. Note any significant changes pertinent to your investment.
4. Proceed to Item 4: Services, Fees, and Compensation. Carefully read through the sections detailing the various services provided by MSSB, including any applicable fees. Ensure you understand these details as they are crucial for your decision-making.
5. In Item 5: Account Requirements and Types of Clients, identify whether you meet the criteria for account opening and confirm your eligibility for the services offered.
6. Continue to Item 6: Portfolio Manager Selection and Evaluation. Review the selection process for portfolio managers to understand how your investments will be managed.
7. Complete any personal information requested in subsequent items, such as contact details and investment goals, ensuring accuracy in your responses.
8. Finally, after ensuring all sections are correctly filled out, you have the option to save changes, download a copy, or print the form for your records.

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