Get Morgan Stanley Account Statement

Navigating your Morgan Stanley Account Statement online can be straightforward if you follow a few simple steps. This guide will help you understand each section and field of the statement to ensure you complete it accurately and efficiently.

Follow the steps to fill out your account statement with ease.

1. Click ‘Get Form’ button to obtain the Morgan Stanley Account Statement and open it in the appropriate editor.
2. Review the header section, which contains your name, address, account information, and the statement period. Ensure that your information is accurate.
3. In the 'Total Value of Your Accounts' section, you will find the total balance across all your accounts as of the statement date. Note this amount for your records.
4. Look at the 'Consolidated Summary' section, which summarizes the credits, debits, and changes in value in your accounts. Pay attention to the individual account performances it's vital for investment insights.
5. Check the 'Asset Allocation' section to understand how your investments are distributed across various asset classes such as equities, cash, and fixed income.
6. Navigate to the 'Income and Distribution Summary' to review any dividends or interest payments attributed to your accounts during the statement period.
7. Examine the 'Gain/(Loss) Summary' for specific performance analysis. This section helps you understand how each transaction has impacted your overall portfolio performance.
8. Review any important notes or messages at the end of the statement, which may highlight significant account information or advice.
9. Once you have thoroughly reviewed the statement and made any necessary annotations, proceed to save any changes, download the statement for your records, or print it if required.

Complete your Morgan Stanley Account Statement online today to ensure your financial records are up to date.