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 you simplify your financial life.
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 – you can 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 – you can 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 – your privacy is protected with the strictest attention to security and confidentiality through multilayered technology that features comprehensive multifactor authentication, as well as the strongest data encryption available.
OneView provides 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 (954) 762-3045.