Your financial life. Consolidated into one view.
You may have bank accounts, brokerage accounts, insurance policies and retirement plans scattered across financial institutions. Wouldn’t you like to see your full financial picture in one place? Morgan Stanley can help.
As a Morgan Stanley client, you can use OneView to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture.OneView offers:
- CONVENIENCE – Enroll all of your accounts – including investments, retirement plans, loans, banking and credit cards – so you can view your entire financial life right from our online site.
- CLARITY – Obtain a holistic view of your wealth picture. You and your Financial Advisor can better assess where you stand on: your total net worth, alignment of your financial resources to your financial plan or analysis, and your risk and diversification.
- SECURITY – Understand that your privacy is protected with the strictest attention to security and confidentiality through comprehensive multifactor authentication and the strongest data encryption available.
View this video to better understand how you can benefit from OneView. Learn how OneView works and obtain a visual snapshot of its user-friendly navigation process. You will also learn how your Financial Advisor can provide you with the guidance you need to make more informed decisions.
OneView can provide you with a current, comprehensive understanding of your overall financial situation – putting you in a better position to implement your wealth management strategy and your Financial Advisor in a better position to deliver personalized financial strategies to help you protect and grow your wealth.
OneView is conveniently available at www.morganstanley.com/online — if you don’t already have a User Name and Password, you can register before you enroll in OneView.
For clients with online account access: click “Enroll in OneView,” login with your User Name and Password and then click the OneView link under the Portfolio tab to enroll.
For clients without online account access: register here for online account access and then click the OneView link under the Portfolio tab to enroll.
If you’d like more information about OneView before you enroll, e-mail me or give me a call at (757) 873-3300.
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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.