Smart investing, simplified

Work toward your goals. Build a diversified portfolio with automated investing from Morgan Stanley.

Investing can help you  

Saving cash takes time. Investing can help build your down payment faster. Plan ahead for the day of your dreams and be prepared for the expenses. When will you retire? Investing now can help you afford the life you want later. You don’t need to have it all figured out. Investing can help you get there. Be ready to cover your start-up costs and bring your company to life. Planning ahead can help avoid student debt – for you or your children.

Morgan Stanley at your fingertips

0.30% annual fee
$5,000 minimum investment

The power of Morgan Stanley Access Investing

Active-passive investing

Our unique investing strategy – conservative at times, more aggressive at others.

Automatic rebalancing

We analyze your portfolio daily to help you balance your asset allocation.

Tax-loss harvesting

We can automatically tax loss harvest for your account. This could help reduce your current tax liability and maximize your after-tax returns.

Hear from Morgan Stanley’s experts

Learn how Access Investing offers insights from 80 years of investment excellence.

Get started today with Access Investing

NEED HELP? CALL US AT 1-866-479-1844

Frequently Asked Questions

Access Investing is a discretionary investment advisory account. It's a digital-only platform and does not include the help of a Financial Advisor. So if you're looking to try a different approach to traditional advisory, then Access Investing may be for you.

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We recommend a portfolio for you based on a number of different factors, including but not limited to your risk tolerance, your financial goals, your time horizons and the investing theme you chose (if any).

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For general investing, you can open a taxable personal account. If you’re investing for retirement, you can open a traditional or a Roth IRA. The IRS offers more information on IRAs at

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