Our Financial Wellness offering takes a multi-channel approach, leveraging cutting-edge technology and personal guidance, to encourage employees to take control and get the support they need, wherever they are on their financial journey.
MORGAN STANLEY AT WORK
MAKING THE MOST OF YOUR EMPLOYEES' FINANCIAL PRESENT & FUTURE
Discover how our customized solutions and services give your employees the tools to take charge of their finances.
Discover howourcustomized solutions and services give your employees the tools to take charge of their finances.
Discover trends, insights and strategies for developing a more financially confident workforce.
(1) Through My Secure Advantage
(2) Gradifi solutions are provided by E*TRADE Financial Corporate Services, Inc., a subsidiary of Morgan Stanley.
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Certain content on Morgan Stanley Financial Wellness Portal including, but not limited to, calculators is being provided to Morgan Stanley Smith Barney LLC (“Morgan Stanley”) pursuant to an agreement with Financial Fitness Group (“FFG”). That content and materials on the Portal have been prepared for educational purposes only and do not constitute either a recommendation or a solicitation by Morgan Stanley and its employees to purchase or sell any investment or strategy. The calculators are hypothetical and are for illustrative and informational purposes only and do not represent the return on any investment. Actual results may vary.
Financial Coaching, provided by My Secure Advantage, in partnership with Morgan Stanley Financial Wellness is for informational and educational purposes only. It does not provide individually tailored investment advice and has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Morgan Stanley Financial Advisor for related questions. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
The products or services referenced herein are provided by My Secure Advantage, an unaffiliated party. Neither Morgan Stanley Smith Barney LLC ("Morgan Stanley") nor its affiliates are the provider of such products or services and will not have any input or responsibility concerning an individual’s eligibility for, or the terms and conditions associated with, these products or services. Neither Morgan Stanley nor its affiliates shall be responsible for content of any advice, guidance or services provided by My Secure Advantage.
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