It's a common need for anyone managing their finances: getting hold of your account statements. Whether it's for tax purposes, budgeting, or simply keeping track of your investments, accessing your Morgan Stanley statements is straightforward once you know the steps. Let's dive into a comprehensive guide to help you retrieve your statements with ease.
Your Essential Guide: How to Get Your Morgan Stanley Statement
Have you ever found yourself in a scramble, searching for that crucial financial document? You're not alone! Many people need their Morgan Stanley statements for various reasons, from annual tax filing to reviewing investment performance. This guide will walk you through exactly how to get your statements, ensuring you have all the information you need, whenever you need it.
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| How To Get Morgan Stanley Statement |
Step 1: Are You Ready? Setting Up for Success
Before you even think about clicking buttons, let's make sure you have everything in order. This initial preparation will save you a lot of time and potential frustration.
What You'll Need:
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Your Morgan Stanley Login Credentials: This includes your username and password for Morgan Stanley Online. If you're a new user or haven't logged in for a while, you might need to register or reset your password.
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A Reliable Internet Connection: Stable internet is key for a smooth experience.
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A Device: This can be a computer (desktop or laptop) or a mobile device with the Morgan Stanley Mobile App installed.
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Adobe Acrobat Reader (Optional but Recommended): Most statements are in PDF format. Having a PDF reader ensures you can view and print them correctly. It's usually free to download.
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Your Registered Mobile Number/Email (for Verification): Morgan Stanley, like most financial institutions, often uses multi-factor authentication for security.
First-Time User or Forgotten Password?
If you're a first-time user, you'll need to register for Morgan Stanley Online access. Look for a "New User?" or "Register" link on the login page. If you've forgotten your password, there will typically be a "Forgot Password?" or "Unlock Account" link. Follow the prompts to reset it; this often involves verifying your identity using information like your SSN/TIN and account number.
QuickTip: Use the post as a quick reference later.
Step 2: Accessing Your Statements Online (The Easiest Way!)
The quickest and most convenient way to get your Morgan Stanley statement is through their online portal or mobile app. Going "paperless" is also an excellent way to keep your financial documents secure and easily accessible.
Option A: Via Morgan Stanley Online (Website)
This is the most common method for accessing a wide range of documents.
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Open Your Web Browser: Go to the official Morgan Stanley website. You'll typically find the login portal prominently displayed.
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Log In to Your Account: Enter your username and password. Remember, these are case-sensitive!
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Pro Tip: If you encounter issues, double-check your CAPS LOCK.
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Navigate to "Accounts" or "Statements & Documents": Once logged in, look for a section or tab labeled "Accounts," "Statements," "Documents," or similar. The exact wording might vary slightly, but it will be intuitively placed.
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Select "Statements": Within the "Accounts" or "Documents" section, you should see an option specifically for "Statements."
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Choose Your Account: If you have multiple accounts with Morgan Stanley (e.g., brokerage, retirement, bank accounts), select the specific account for which you need the statement.
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Select the Statement Period: You'll usually find a dropdown menu or options to select the desired statement period. You can often choose:
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Monthly statements
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Quarterly statements
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Annual statements
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Specific date ranges (e.g., for tax purposes, you might need a statement covering a particular fiscal year).
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View or Download Your Statement: Once you've selected the period, your statement will typically be displayed on screen. You'll then have options to:
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Download: Click the download icon (often an arrow pointing down) to save the statement as a PDF file to your device.
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Print: If you need a physical copy, use the print option.
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Important Security Note: Always download statements over a secure Wi-Fi network (avoid public Wi-Fi). After downloading, save your statements in a secure, password-protected folder on your device.
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Option B: Using the Morgan Stanley Mobile App
For on-the-go access, the mobile app is incredibly convenient.
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Download and Install the App: If you haven't already, download the Morgan Stanley Mobile App from your device's app store (Apple App Store for iPhones/iPads, Google Play Store for Android).
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Log In to the App: Open the app and enter your Morgan Stanley Online username and password. You might also be prompted for an MPIN or biometric authentication (fingerprint/face ID) if you've set it up.
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Navigate to Statements/Documents: Look for a "Statements" or "Documents" section within the app's menu (often accessed via a hamburger icon or profile icon).
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Select Account and Period: Similar to the website, choose the relevant account and the desired statement period.
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View or Download: The statement will usually appear within the app, and you'll have the option to download it as a PDF or share it (e.g., email it to yourself for printing).
Step 3: Going Paperless (eDelivery Enrollment)
QuickTip: Short pauses improve understanding.
Embracing eDelivery is a smart move for convenience, security, and the environment. Morgan Stanley encourages clients to go paperless.
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Access eDelivery Preferences:
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On Morgan Stanley Online: After logging in, navigate to the "Services" tab on the homepage and select "eDelivery."
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On the Mobile App: From the Home Screen, tap the menu icon, then select "Profile + Settings," and then "eDelivery Preferences" under "Communication Settings."
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Enroll Your Accounts: You can choose to enroll all your eligible accounts or select specific ones.
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Choose Document Types: You can opt for eDelivery for various documents, including:
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Statements
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Trade Confirmations
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Tax Documents
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General Correspondence
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Shareholder Communications
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Portfolio Reports
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Confirm Enrollment: Review your selections and confirm. You'll usually receive an email notification when a new document is available online.
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Benefit: This reduces the risk of mail theft and provides instant access to your documents.
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Step 4: When Online Access Isn't Enough (Contacting Support)
While online access is the primary method, there might be situations where you need to contact Morgan Stanley directly.
Reasons to Contact Support:
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Unable to Log In: Persistent login issues despite password resets.
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Missing Statements: If a specific statement period isn't available online.
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Older Statements: For very old statements (beyond the typical online retention period, which can be up to 7 years), you may need to request archival copies.
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Technical Difficulties: Issues with downloading, viewing, or navigating the online portal/app that aren't resolved by basic troubleshooting.
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Requesting Physical Copies: If you prefer or require a paper statement to be mailed to you (note: this might incur fees for older or multiple copies).
How to Contact Morgan Stanley:
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Phone: You can typically find their client service phone number on their official website under a "Contact Us" section. For investment management direct accounts, the number provided is often 1-800-869-6397 (available Mon-Fri, 9 am - 5:30 pm ET). For other services, different numbers may apply.
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Financial Advisor: If you have a dedicated Morgan Stanley Financial Advisor, they can often assist you directly in obtaining your statements or guiding you through the process.
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Secure Message/Chat: Some platforms offer secure messaging or chat features within your logged-in account, which can be useful for non-urgent inquiries.
Step 5: Secure Practices for Your Statements
Once you have your statements, it's crucial to handle them securely.
Tip: Rest your eyes, then continue.
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Use Secure Networks: Always download or view statements on a private, secure internet connection.
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Secure Storage: Save downloaded PDF statements in a password-protected folder on your computer. Consider cloud storage solutions that offer strong encryption.
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Delete Unnecessary Copies: Don't leave copies of your statements in your downloads folder or on public computers.
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Shred Paper Statements: If you receive paper statements and no longer need them, shred them thoroughly before discarding to prevent identity theft.
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Log Out: Always log out of your Morgan Stanley Online account and mobile app after you're done.
Frequently Asked Questions (FAQs)
Here are 10 common "How to" questions about getting your Morgan Stanley statements, with quick answers:
How to access my Morgan Stanley statements if I forget my password?
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Go to the Morgan Stanley login page and click "Forgot Password?" or "Unlock Account." Follow the prompts to verify your identity and reset your password.
How to download a Morgan Stanley statement as a PDF?
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Log in to Morgan Stanley Online, navigate to "Statements," select the desired statement, and click the download icon (usually a downward arrow) to save it as a PDF.
How to get old Morgan Stanley statements (beyond a year)?
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Through Morgan Stanley Online, you can typically access statements for several years (often up to 7 years). For older records, you may need to contact Morgan Stanley Client Services directly to request archival copies.
How to enroll in paperless statements for Morgan Stanley?
QuickTip: Slow down when you hit numbers or data.
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Log in to Morgan Stanley Online or the Mobile App, go to "Services" (website) or "Profile + Settings" > "eDelivery Preferences" (app), and select the accounts and document types you wish to receive electronically.
How to print a Morgan Stanley statement?
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After viewing or downloading the PDF statement online, use the print function within your PDF viewer or web browser to send it to your printer.
How to find my Morgan Stanley account number for statement access?
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Your account number is typically visible on the main "Accounts" overview page once you've logged into Morgan Stanley Online or the Mobile App, or on a previously received paper statement.
How to resolve issues if I can't log in to Morgan Stanley Online?
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First, double-check your username and password for typos (case sensitivity!). Try resetting your password. If issues persist, contact Morgan Stanley Investor Services for assistance.
How to get statements for multiple Morgan Stanley accounts?
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Once logged in, you can usually switch between your linked accounts within the "Accounts" or "Statements" section to view and download statements for each one individually.
How to access Morgan Stanley tax documents (e.g., 1099)?
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Tax documents are usually found in a dedicated "Tax Documents" section within the "Statements & Documents" area of Morgan Stanley Online, often available early in the tax season.
How to contact Morgan Stanley client service for statement help?
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Visit the "Contact Us" section on the official Morgan Stanley website to find their client service phone numbers. You can also contact your dedicated Financial Advisor if you have one.
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