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MSAD to E*TRADE
During Conversion

Important Update About Your Morgan Stanley Access Direct Brokerage Account

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Here’s What You Need To Know

1. Before Conversion

  1. Your MSAD Account will be converted to an E*TRADE Account.

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2. During The Conversion

  1. We’ll keep you informed of the steps along the way until the account conversion is complete.

3. After The Conversion

  1. No action is required before the conversion; however, you will need to set up your new E*TRADE credentials to access your E*TRADE Account after the conversion.

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During The Conversion

To facilitate the conversion of your account, online account access will be temporarily restricted and certain platform information will be unavailable during the weekend of your conversion date. As a result, we encourage you to take care of any account-related business and banking transactions by market close on the Friday of your conversion date.

 

Read on for important highlights about what this means and how it may affect your account and your ability to view it. For additional details, see the Notice of Changes you received from Morgan Stanley at Work.


Certain information or features will be unavailable during the weekend of the conversion. From Friday, after the close of extended hours trading at approximately 8:00 p.m. ET through the evening of Sunday, access to your MSAD Account will be restricted on Morgan Stanley Online (MSO), including trading, transfer requests, and certain banking features. However, you’ll still be able to view account information and documents.

 

  • While you will have access to your MSAW Account during this time, it may not reflect current assets and balances for your MSAD Account.
  • If you try to log on to MSO during the conversion weekend, you’ll be notified that certain features of your account are currently unavailable.
  • If you have an existing E*TRADE brokerage or stock plan account, you will still be able to access that account via etrade.com or the E*TRADE mobile apps or active trading platforms.

For More Information

 

Browse our Frequently Asked Questions or read the Notice of Changes Document for a description of the conversion and what it may mean for your account(s).

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Disclosures

Morgan Stanley Access Direct is a self-directed online brokerage account for U.S. residents where trading and other account activities are undertaken at the client’s sole discretion without access to a Financial Advisor. There are no minimum balance requirements or account maintenance fees associated with the account (other fees may apply), and a client’s interaction with Morgan Stanley will be primarily through electronic communications and online resources. Please consider opening a full-service brokerage account if you would prefer to receive the investment guidance and assistance of a Financial Advisor.

 

This is not an offer to sell or a solicitation of an offer to buy securities, products or services by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. The products and services described herein are not marketed to residents outside of the United States and may not be available to persons or entities in foreign jurisdictions where prohibited.

 

Employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc., Solium Capital LLC, Solium Plan Managers LLC and Morgan Stanley Smith Barney LLC (“MSSB”),  which is part of Morgan Stanley at Work.

 

Morgan Stanley at Work services and stock plan accounts are provided by wholly owned subsidiaries of Morgan Stanley.

 

Morgan Stanley at Work stock plan accounts were previously referred to as Shareworks, Stock Plan Connect or E*TRADE stock plan accounts, as applicable.

 

In connection with stock plan solutions offered by Morgan Stanley at Work, securities products and services are offered by MSSB, Member SIPC.

 

E*TRADE from Morgan Stanley is a registered trademark of MSSB.

 

All entities are separate but affiliated subsidiaries of Morgan Stanley.

 

Content and services available to non-US participants may be different than those available to US participants.

 

The laws, regulations, and rulings addressed by the products, services, and publications offered by Morgan Stanley and its affiliates are subject to various interpretations and frequent change. Morgan Stanley and its affiliates do not warrant these products, services, and publications against different interpretations or subsequent changes of laws, regulations, and rulings. Morgan Stanley and its affiliates do not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.

 

© 2024 Morgan Stanley. All rights reserved.

CRC 3758904 (08/2024)

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