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.
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.
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