Working closely with our colleagues across Morgan Stanley, we offer efficient access to capital to help clients protect and grow their businesses and to take advantage of market opportunities.

Morgan Stanley is a global dealer in interest rate and currency products, including interest rate cash and derivatives providing primary and secondary liquidity, foreign exchange options for institutions and family offices, and the development of sophisticated investment and trading strategies for emerging-markets sovereign countries. Morgan Stanley trades all fixed-income assets with embedded credit in a variety of areas, from municipal securities, to investment-grade and high-yield bond and credit derivatives trading.

In addition, Morgan Stanley structures, underwrites and trades the full range of collateralized securities, including those backed by residential and commercial mortgages, in both the cash and derivatives markets. Sales executives help institutional clients to achieve their particular investment objectives, providing them not only with product expertise but also with access to all areas of the firm. Search Go. Sales and Trading Sustainability Bonds Focus on a More Livable Future Jan 17, State and local governments are turning to the capital markets to fund projects that address their biggest challenges, such as climate change adaptation, affordable housing and homelessness.

Experienced Professionals An Equities Trader Embraces Her Inner Entrepreneur Jan 11, Learn how Cassandra Choi found a role where she could build her own client base, while growing her career as part of a global investment bank. Sales and Trading Sustainable Investing: Affordable Housing Sep 12, Discover how investors can fund affordable housing projects for lower-income families and the homeless through green bonds, from Morgan Stanley experts.

Institute for Sustainable Investing A New Asset Class in the Making Jul 26, Nonprofits tap bonds for the first time to spur economic opportunity in low-income neighborhoods. MACRO PRODUCTS Morgan Stanley is a global dealer in interest rate and currency products, including interest rate cash and derivatives providing primary and secondary liquidity, foreign exchange options for institutions and family offices, and the development of sophisticated investment and trading strategies for emerging-markets sovereign countries.

Portfolios also rebalance automatically on a quarterly basis. Tax harvesting is available at no charge as an opt-in feature for taxable accounts. The website is mobile-ready and easy to read. Access Investing is part of the wealth management section of the massive Morgan Stanley website, and finding the program can take a few clicks because it is just one of many offerings. A useful but incomplete FAQ fails to complement a professional marketing presentation that has been written for the layperson. This forces you to hunt for details through disclosures and other fine print.

Support is available by phone and email, but Morgan Stanley does not list service hours and there is no live chat for prospective or current clients. Contact attempts produced a variety of waiting times, averaging three minutes and 25 seconds. A dedicated FAQ contains too much general information and not enough details, again forcing you to slog through legal documents.

Morgan Stanley Names Two New Heads for FX Options Desk

Educational resources that are available to you through Morgan Stanley Access Investing are extensive. In fact, this may be a case of too much of a good thing, as the sheer amount of educational material can be overwhelming for newer investors.

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The unwieldy size of the resources is compounded by the lack of a search function, table of contents, or breakdown by experience level. The security is sufficient and meets the industry standard. The website uses bit SSL encryption, while the mobile apps support two-factor authentication.

The robo-advisor charges a competitive 0. However, the actual portfolio content may carry high expenses, potentially lowering your annual returns.

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This is especially true when populating your portfolio with socially conscious and high-tech funds, which can be quite expensive. Performance Seeking and Impact portfolios generate high fees for an automated program, averaging between 0. While the limited focus of some of these portfolios no doubt require more work to maintain, it is difficult to justify expense ratios over 0. In contrast, the Market Tracking portfolio generates the lowest cost with expense ratios between 0.

In addition to the large fee differential of the funds, Morgan Stanley collects payment for order flow by directing trades to certain liquidity providers and fund families, potentially adding another hidden cost. Access Investing is aimed at the millennial generation, with age-appropriate goals, thematic investing, and excellent mobile access.

It is likely that Morgan Stanley has taken these limitations into account and is seeking the most affluent young investors in hopes that they upgrade to full service in coming years. If you are planning to have a long-term relationship with Morgan Stanley, then Access Investing is a good entry point.

The affluent millennials that Morgan Stanley is after are probably not as fee-conscious as retail investors with limited capital tend to be. Moreover, Access Investing has clearly put some effort into creating portfolio categories that will interest young, affluent investors. Finally, there is an undeniable level of prestige that comes with having your portfolio at Morgan Stanley.

After all, the firm can trace its roots back over one hundred years to the House of Morgan that the legendary J. Morgan built.

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However, if you are not a socially conscious, affluent investor with capital to invest into the Morgan Stanley brand, there are more affordable options in the growing robo-advisory space. Investopedia is dedicated to providing investors with unbiased, comprehensive reviews and ratings of robo-advisors. The trader purchased 15, of the October Moreover, he or she could easily hedge the position with shares or possibly already has done so. Get an edge on the markets with our daily trading newsletter, Trading Insights, and receive timely trade ideas covering stocks, options, futures, and more to keep you on the right side of the action.

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