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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. Important Account Information for Full Service Accounts Morgan Stanley ? wealth ? pdfs Morgan Stanley ? wealth ? pdfs PDF
An FBO account, or a For Benefit Of account, allows a company to manage funds on behalf of?or for the benefit of?one or more of their users, without assuming legal ownership of the account. What is an FBO account? - Modern Treasury moderntreasury.com ? learn ? what-is-an-fb... moderntreasury.com ? learn ? what-is-an-fb...
Investment Minimum. Morgan Stanley has a minimum account requirement of $250,000 or higher and charges fees on a sliding scale.
Rates and Fees Bank YieldsPremium Savings AccountMinimum monthly balanceNo account minimums are required to maintain this accountMonthly feesNo monthly account feesMinimum opening deposit$02FDIC InsuranceAt least $500,00031 more row
Purcell was named chairman and chief executive of what became Morgan Stanley, Dean Witter, Discover & Company, later shortened to Morgan Stanley in March 2001. Mack stayed on as president until 2001. Our History ? Morgan Stanley morganstanley.com ? surviving-the-crisis morganstanley.com ? surviving-the-crisis
To qualify for the Reserved program, a client's household must have and maintain $1,000,000 in Eligible Assets and Liabilities 1 in a Nonretirement Account(s) 2 at Morgan Stanley. Assets held in a Retirement Account(s) 3 are not considered Eligible Assets and do not count towards your qualification for the program. Reserved Exclusives: FAQs msreserved.com ? pages ? faq msreserved.com ? pages ? faq
To qualify for the Reserved program, a client's household must have and maintain $1,000,000 in Eligible Assets and Liabilities 1 in a Nonretirement Account(s) 2 at Morgan Stanley. Assets held in a Retirement Account(s) 3 are not considered Eligible Assets and do not count towards your qualification for the program.
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.