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  • Instructions For Filling Out Morgan Stanley New Account Forms

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Structions To ensure prompt processing of your accounts: 1. Select the appropriate Federal Tax Classi cation and enter the legal address of the primary owner on Page 4. 2. Each owner should enter their Social Security Number or Tax Identi cation Number, if applicable, on Page 4. nter the minor s social security number for Custodian accounts E nter the ward s social security number for Guardian accounts E nter the Estate s Tax Identiication Number ( TIN ).

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Our Active Assets Account allows you to manage your investments and cash in one place. For a dedicated cash account, as an alternative to your traditional bank, explore our Morgan Stanley CashPlus Account. Talk to your Morgan Stanley Team to learn more or to open an account.

You can open a Morgan Stanley Access Direct account without having a corporate email address. You simply need to provide a personal email address on StockPlan Connect to proceed with account opening.

The minimum investment for Morgan Stanley Access Investing is $5,000. If you plan to open a tax-advantaged account such as an IRA, please consider the IRS's annual contribution limits, which you can view on the IRS website.

Active Assets Accounts (AAA): The AAA is Morgan Stanley's primary brokerage investment account available for individuals, trusts, businesses and government entities/municipalities. The AAA provides clients the ability to invest in available securities and a full range of financial products.

Morgan Stanley Access Direct is a self-directed online brokerage account for U.S. residents where trading and other account activities are undertaken at the client's sole discretion without access to a Financial Advisor.

Do I have to invest a certain amount? The minimum investment for Morgan Stanley Access Investing is $5,000. If you plan to open a tax-advantaged account such as an IRA, please consider the IRS's annual contribution limits, which you can view on the IRS website.

Click on the account number link under the Wealth Management Accounts heading at the bottom of the Overview page. note: If you do not have a Morgan Stanley brokerage account or you are a non-U.S. participant, you may see this screen instead of an account number.

The maximum annual rate is 2.50%. Morgan Stanley also charges a platform fee of 0.045% to client assets in select programs. For financial planning services, the maximum fee for the delivery and review of a financial plan, aside from the firm's LifeView Connect Program, is generally $5,000.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232