The following are issues that customers reported to GetHuman about Morgan Stanley customer service, archive #1. It includes a selection of 5 issue(s) reported March 18, 2020 onward. If you have a similar customer service issue, this page will help you find current, up-to-date answers and solutions too.
I am concerned about a nominee who opened accounts using false information, including my wife's account details, posing as an advisor. This individual also misrepresented his net worth, gained unauthorized access to funds, and conducted suspicious transactions through an LLC with unreported deposits. He seems to have ties to a criminal involved in financial fraud. These activities may involve irregularities potentially related to tax evasion and exploitation of vulnerable individuals, like seniors, using complex schemes, including manipulating tax returns. It appears this person could be exploiting the legal system with the help of well-connected lawyers and corporations for financial gain. The situation raises red flags about unethical practices and illegal activities that need to be addressed.
Reported by GetHuman4467618 on Wednesday, March 18, 2020 9:15 PM
I am in the process of representing the personal representative (PR) of an estate who is attempting to retrieve funds held by Morgan Stanley in the decedent's name. Our Estate & Inheritor Services Specialist, Allexandria Diede, is refusing to release the funds without the PR providing personal information. Despite supplying letters of authority and the Estate EIN number to Morgan Stanley, they are requesting additional personal details from the PR. However, as the estate is the rightful owner of the funds, disclosing the PR's personal information could lead to asset commingling issues. If this matter is not resolved promptly, I will have no choice but to initiate legal action in the relevant court. Kindly reach out to me at [redacted] to address this matter. William H. Hougaboom, Attorney for the Estate of Joseph Brian McDonald, deceased, Alger County Probate file 21-[redacted]-DE.
Reported by GetHuman-hougabow on Wednesday, April 21, 2021 7:48 PM
I recently received a letter from your office that requires some action on my part, but I'm facing challenges as I lack some essential information. The letter pertains to a W-9 form and instructs me to visit the website, but I am unable to proceed without certain details. Since I am no longer employed with the company, I cannot access the necessary assistance using my former email address. Unfortunately, I only possess a partial account number mentioned on the form as 5KA-XXXXXX424.
I appreciate any assistance you can provide in this matter. Thank you.
Reported by GetHuman6871142 on Friday, December 3, 2021 9:50 PM
Subject: Important Information Regarding Samsara Inc. IPO through Directed Share Program
Dear Katherine Riley,
We are pleased to inform you that the Samsara Inc. initial public offering has been priced at $23.00 per share and is now active. If you have been allocated shares through the Program, please confirm your allocation by clicking the "Confirm Allocation" button before December 15, [redacted], 8:15 a.m. Eastern Time. Remember that full payment for the shares is due by December 17, [redacted], 4:00 p.m. Eastern Time.
For assistance with the confirmation process, payment details, or any questions, refer to the Step-by-step Video, FAQ Guide, or contact the Directed Share Program Group.
We want to clarify that this notification is for informational purposes only, and neither Morgan Stanley Smith Barney LLC nor the Company is pressuring you to purchase the shares. Investing in the stock market involves risks, so please review the preliminary prospectus provided on the Program website or at Morgan Stanley Prospectus Department in New York before making any decisions.
Thank you for your attention to this matter.
Sincerely,
Morgan Stanley Directed Share Program Group
Reported by GetHuman6916765 on Wednesday, December 15, 2021 9:42 PM
I recently found that Morgan Stanley has acquired my Etrade brokerage stock trading account. I am looking to manage my account and place trades. How can I access my account on Morgan Stanley's website? I understand I need to set up a user ID and update my password to start trading. Could you guide me on locating the trading tab as well? Thank you, Simone B., Former Etrade Preferred Trader.
Reported by GetHuman8701436 on Friday, November 17, 2023 10:10 PM
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