Morgan Stanley Access Investing

Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.

From our origins as a small Wall Street partnership to becoming a global firm of more than 60,000 employees today, Morgan Stanley has been committed to clients and communities for 85 years.

Access Investing is a discretionary investment advisory account. It's a digital-only platform and does not include the help of a Financial Advisor. So if you're looking to try a different approach to traditional advisory, then Access Investing may be for you.

We ask a few simple questions to learn about you. Then, we run thousands of simulations to recommend a broad, diversified portfolio that’s designed to seek optimal returns based on your goals. You can also choose to invest based on what matters to you – such as social impact or global economics.

We use algorithms to recommend a model portfolio made of Mutual Funds and Exchange-Traded Funds (ETFs) that are hand-picked by our experienced investment team. After you accept our proposal, we’ll start managing your money.

Along the way, you’ll be able to see how you're performing, monitor your progress and make adjustments to your investment plan to help keep you on track – and all your interactions will be online.