Reserved features an array of benefits and opportunities designed to take your Morgan Stanley experience beyond wealth management. With Reserved status1, you have access to the following:
To discuss Reserved and how you may become eligible, contact me at Adam.Leapley@morganstanley.com; firstname.lastname@example.org or call (203) 221-6001.
1To qualify for Reserved, your household must have and maintain $1,000,000 or more in Eligible Assets and Liabilities or have paid at least $10,000 in Commissions or in Managed Account Fees with Morgan Stanley Smith Barney LLC. Qualification levels subject to change.
Terms & Conditions:
Morgan Stanley Smith Barney LLC reserves the right to change or terminate the Reserved program at any time and without notice.
Reserved program participants' accounts and activity are reviewed periodically to confirm that they continue to qualify for Reserved.
This website comprises links to various outside website(s) and pages. Certain sections of pages on this website may contain separate terms and conditions which are in addition to these terms and conditions. You should read those additional terms and conditions carefully. By accessing such sections or pages, you agree to be bound by those additional terms and conditions. In the event of a conflict, those additional terms and conditions will govern your use of those sections or pages.
By accepting these terms and conditions, you are automatically opted in to receive periodic marketing emails and communications about your Reserved benefits.
You may choose to opt out of Reserved marketing emails by clicking on the link provided at the bottom of all Reserved marketing emails and through the Reserved client site. This will apply to Reserved marketing communications only.
Any changes to your contact information or additional information provided through the Reserved client website will not be updated to your Morgan Stanley account profile or financial records. In order to have these changes, like an updated email address or name change, apply, please contact your Financial Advisor.
Morgan Stanley Smith Barney LLC shall not be responsible for, and does not represent, products or product providers. The manufacturer's warranty applies to all applicable merchandise offered. The actual merchandise available through the program may vary from pictures and descriptions that have been made available to you. All merchandise is subject to availability. See the details of each of the partner offers for specific partner terms and conditions.
© 2015 Morgan Stanley Smith Barney LLC. Member SIPC.
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