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Save Draft Clear Form Form Validation Rules (For MS Use Only) For Internal Use Only Branch No. Account No. Financial Advisor No. Account Application and Client Agreement* For Individual, Joint, Custodian,.

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ETFs. Mutual Funds. Closed-end Funds. Variable Insurance Funds. Money Market Funds. Liquidity Funds. Separately Managed Accounts.

Account minimum With a $5,000 investment required to open an account, Morgan Stanley Access Investing wants more money to get started than many of the best robo-advisors in the industry. Rivals such as Betterment and Wealthfront offer investing services with just a $500 deposit or less.

Morgan Stanley Private Bank offers a savings account that earns a high APY, as well as free and interest-bearing checking accounts.

The Active Assets Account is a brokerage account offered through Morgan Stanley Smith Barney LLC. The CashPlus Account is a brokerage account offered through Morgan Stanley Smith Barney LLC. Conditions and restrictions apply.

$500,000 minimum investment. Fees and commissions vary depending on the services used and investment made. Easy-to-use website and tools.

The Morgan Stanley Access Direct account 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.

Morgan Stanley Private Bank checking overview Max-Rate Checking, another offering, is an interest-bearing account that requires no minimum opening deposit, though account holders must maintain an average balance of at least $5,000 to avoid a $15 monthly fee.

You may select from our comprehensive suite of managed account programs, which are designed for various levels of investment experience and sophistication, with asset minimums that start as low as $5,000.

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© Copyright 1997-2025
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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
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
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 workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
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