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Morgan Stanley Wealth Mgmt Vs. E*TRADE: Invest. Trade. Save.

Morgan Stanley Wealth Mgmt im Vergleich zu E*TRADE: Invest. Trade. Save. Nutzung und Statistiken

Keep all your personal finances at your fingertips with the Morgan Stanley Mobile App. Manage your accounts, access account documents, deposit checks, transfer money, and collaborate with your Morgan Stanley team from virtually anywhere. And do it online with multiple layers of security. Manage Your Accounts • Conveniently access your accounts with Touch ID • Clients with eligible devices can log in with Face ID • View your account balance, activity, holdings and projected income • Access your statements, trade confirmations and tax documents • Update your profile information such as your home address, email address and phone number • Link virtually all your external accounts and credit cards to monitor your activity for a more holistic financial view • View your income and expenses, and create and track your budget • Set up account alerts and adjust your preferences • Trade stocks and exchange-traded funds (ETFs) • Put a temporary lock on your debit card if you cannot find it • Add your IRA beneficiaries Help Stay Secure • Configure multi-factor authentication settings to help protect access to your accounts • Verify your online sessions via a push notification on your device • Link compatible security keys to protect access to your account with a physical token • Contact our Client Service Center at: 1-888-454-3965 (24 hours a day, 7 days a week) to speak directly with a Service Professional. If you are outside the United States, please call collect at: 1-801-617-9150. Move Money • Deposit checks with ease using the camera on your mobile device • Authorize wires and transfers with one click • Send and receive money with friends and family using their email address or U.S. mobile phone number with Send Money with Zelle® • Transfer funds between your Morgan Stanley accounts and other financial institutions • Transfer assets from an external brokerage account into your Morgan Stanley brokerage account • Pay your bills with Morgan Stanley’s Online Payments service Connect With Morgan Stanley • Find the nearest Morgan Stanley branches • Easily locate ATMs worldwide • Schedule a meeting with your Financial Advisor • Upload and share important documents with your Morgan Stanley team • Stay on top of market data and access research reports Standard messaging and data rates from your provider may apply. Subject to device connectivity. The Morgan Stanley Debit Card is issued by Morgan Stanley Private Bank, National Association pursuant to a license from Mastercard International Incorporated. Mastercard and Maestro are registered trademarks of Mastercard International Incorporated. The third-party trademarks and service marks contained herein are the property of their respective owners. Investments and services offered through Morgan Stanley Smith Barney LLC, Member SIPC. Mobile check deposits are subject to certain terms and conditions. Checks must be drawn on a U.S. Bank. Zelle and the Zelle-related marks are wholly owned by Early Warning Services, LLC and are used herein under license. Morgan Stanley is not affiliated with Zelle. Electronic payments arrive to the payee within 1-2 business days, check payments arrive to the payee within 5 business days. Same-day and overnight payments are available for an additional fee within the available payment timeframes. © 2022 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 3090089 5/20

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E*TRADE: Invest. Trade. Save.

Welcome to E*TRADE from Morgan Stanley, where we simplify investing and trading no matter your experience level. Our award-winning app offers everything you need, including investing, banking, trading, research, and more—right at your fingertips. Download now to start investing. Invest on your terms • Enjoy commission-free online US-listed stock, ETF, and options trades • Trade mutual funds • Choose from professionally built portfolios Invest with confidence • Get streaming quotes, charts, and portfolio information • Access education, research, tools, and screeners to spot investment opportunities • Set alerts and create watchlists for the investments you're interested in • Stream live Bloomberg video • Chat with customer service in-app Bank and save • Earn more on your cash with high-yield savings, checking accounts, and certificates of deposit from Morgan Stanley Private Bank, National Association, Member FDIC • Deposit checks, pay bills, transfer money, and send & receive money with Zelle® on select devices Securities products offered by Morgan Stanley Smith Barney LLC, Member SIPC. Commodity futures and options on futures products and services offered by E*TRADE Futures LLC, Member NFA. Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC. All are separate but affiliated subsidiaries of Morgan Stanley. E*TRADE is a business of Morgan Stanley. Securities, investment advisory, commodity futures, options on futures and other non-deposit investment products and services are not insured by the FDIC, are not deposits or obligations of, or guaranteed by Morgan Stanley Private Bank and are subject to investment risk, including possible loss of the principal amount invested Futures and options transactions are intended for sophisticated investors and are complex, carry a high degree of risk, and are not suitable for all investors. For more information, please read the Characteristics and Risks of Standardized Options and the Risk Disclosure Statement for Futures and Options prior to applying for an account by visiting etrade.com/options. You can also view the E*TRADE Futures LLC Financial Information and Disclosure Documents at etrade.com/futuresdisclosure View the mobile app awards E*TRADE has received at us.etrade.com/l/awards-recognition E*TRADE from Morgan Stanley (“E*TRADE”) charges $0 commission for online US-listed stock, ETF, and options trades. Exclusions may apply and E*TRADE reserves the right to charge variable commission rates. Additional regulatory and exchange fees may apply. For more information about pricing and rates, visit etrade.com/pricing Zelle® is available for Morgan Stanley Private Bank, National Association (MSPBNA) accounts on the E*TRADE Mobile App and on etrade.com. Enrollment is required and dollar and frequency limits may apply. Learn more at us.etrade.com/l/zelle. Zelle and the Zelle related marks are wholly owned by Early Warning Services, LLC and are used herein under license. Morgan Stanley, MSPBNA, and E*TRADE from Morgan Stanley are not affiliated with Zelle. The material provided by Morgan Stanley Smith Barney LLC or any of its affiliates (collectively, “Morgan Stanley”) is for educational purposes only and is not an individualized recommendation. This information neither is, nor should be construed as, an offer or a solicitation of an offer, or a recommendation, to buy, sell, or hold any security, financial product, or instrument discussed herein, or to open a particular account or to engage in any specific investment strategy. Apple, iPhone, iPad, Apple Watch, and Touch ID are trademarks of Apple Inc. System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors. View End-User License Agreement: https://mobile.etrade.com/etmobile/EULA_2.0.html © 2025 E*TRADE from Morgan Stanley. All rights reserved.