Elizabeth Camp - Morgan Stanley Financial Advisor

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ONEVIEW

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.

Click to View

Simplify Your Financial Life Now…

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.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .