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How can I check the performance of my investments?

Asked 5 months ago
To check the performance of your investments with Morgan Stanley, it is important to utilize the resources available through their platform. Investors can review their investment performance by logging into their online account, which typically provides a comprehensive overview of account balances, individual investment performance, and portfolio allocations. This online portal can also show performance metrics, such as total return, year-to-date performance, and comparison against relevant benchmarks. In addition to the online tools, Morgan Stanley often offers performance reports that detail how specific assets or funds have performed over various time frames. These reports can help provide context regarding the overall investment strategy and how well individual investments are meeting specified financial goals. Furthermore, investors may consider engaging their Morgan Stanley financial advisor, who can offer personalized insights and performance analysis tailored to individual investment objectives. This interaction can be particularly valuable when seeking clarification on complex financial concepts or strategies. Lastly, staying informed about market trends and economic conditions is a crucial component of monitoring investment performance. Morgan Stanley frequently shares insights and research through their website and publications. For specific guidance related to one's investments, visiting the Morgan Stanley website can provide current information about contacting advisors and accessing relevant tools.
Answered Jul 13th 2025

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