The Corrado Group - Morgan Stanley Team

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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.

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.

Click to View

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.

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 (215) 854-6140.

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.

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

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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.

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

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