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Submission: On July 26 via api from US — Scanned from DE
Effective URL: https://digitalcontent.morganstanleyclientserv.com/lp/important-account-information-and-disclosures.html
Submission: On July 26 via api from US — Scanned from DE
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Skip to main content Online Security Center Find an Advisor / Branch Help + Support IMPORTANT ACCOUNT INFORMATION AND DISCLOSURES Morgan Stanley recognizes the critical importance of a healthy environment to our global society, our economy, our business and our people. To reduce the amount of physical mail clients receive and in effort to make a difference in the world and your financial life, we have made the following disclosures available to you electronically. If you are having trouble viewing the documents please notify us at the location servicing your account(s). I. Client Relationship Summary (Form CRS) II. Important Account Information Booklet III. Form ADV Brochures IV. Single Advisory Contract V. Fiduciary Acknowledgment VI. Rollover Guide VII. Traditional IRA Plan Documents and Disclosures VIII. Roth IRA Plan Document and Disclosures IX. Coverdell Education Savings Accout Plan Document and Disclosures X. SIMPLE IRA Plan Document and Disclosures XI. Morgan Stanley National Advisory 529 Plan Program Documents XII. Options Disclosure Document: Characteristics and Risks of Standardized Options Need Help? Help + Support Tutorial Videos Co-Browse Legal Online Security Terms of Use U.S. Patriot Act Morgan Stanley Smith Barney LLC Financial Statement Morgan Stanley & Co. LLC Financial Statement Research Disclosure FINRA Rule 4340 Rate Monitor Morgan Stanley Smith Barney LLC Business Continuity Information Investor Resources FINRA's BrokerCheck Privacy Online Privacy Policy US Privacy Policy