How Do I Transfer Money Online Using Morgan Stanley?

In summary, you can transfer money online using Morgan Stanley by following the steps given above. To do this, you need to log in to your Morgan Stanley account. You can transfer money online through the Morgan Stanley website or mobile app.

Christian Allen is the editor / author responsible for this content.
Apr 23, 2021

How Do I Transfer Money Online Using Morgan Stanley?

Morgan Stanley investment bank offers digital services to its customers like online transfers, sending online checks, checking your account balance, and even making online investments. This is a convenient banking method that you can enjoy from the comfort of your home without going to the bank. This article will take you through the process of transferring money online using Morgan Stanley.

Using Morgan Stanley to Transfer Money Online

You can follow the guidelines given below or contact the Morgan Stanley customer support team to help you with transferring money online.

Transferring Money Online Using Morgan Stanley Mobile App

  1. Open the mobile app.
  2. Log in to your Morgan Stanley account using your username and password.
  3. Click on "Menu" on the top left corner.
  4. Select "Transfers."
  5. Click on "From" and choose the account that you are transferring money from.
  6. Click on "To" to choose the account you are transferring money to.
  7. Select "Amount" and enter the amount of money that you want to transfer.
  8. Click on "Done."
  9. Tap on "Initiation Date" to select the date of the transfer for a one-time transfer. If you do not select a specific date, the transfer will default to the earliest available transfer date.
  10. If you are making recurrent transfers, click on "Recurring" to set the frequency of the transfer.
  11. Click on "How Often" to select the frequency of the transfers.
  12. Tap on "Repeat" if you wish to choose a different end date.
  13. Click on "Next" to proceed to "Review Screen."
  14. Confirm that you have entered the correct details.
  15. Click on "Submit."
  16. You will receive a confirmation message on the screen.

Transferring Money Online Using the Morgan Stanley Website

  1. Visit the official Morgan Stanley website.
  2. Log in to your Morgan Stanley account using your username and password.
  3. Click on "Transfers."
  4. Follow the instructions that you will receive on-screen to enroll.
  5. Agree to the terms and conditions provided.
  6. Tap on "Transfers." This will display a "Transfers Overview" screen.
  7. Tap on "Make a Transfer."
  8. In the drop-down menu, Tap on "From" to select the account where you are transferring money from. This can be a Morgan Stanley account or an account from another financial institution.
  9. Click on "To" to select the account where you are transferring money to, which can also be a Morgan Stanley account or from another financial institution.
  10. Click on "Amount" and enter the amount in dollars.
  11. Tap on "Type" and select "one-time" if you are making this transfer for one time only.
  12. Select "Recurring" if you will be making these transfers frequently.
  13. Click on "Initiation Date" to fill in the date of the transfer.
  14. Tap on "Review" to confirm that you have filled in the correct details.
  15. If you wish to make changes, click on "Edit."
  16. Tap on "Submit" when you have finished the process.
  17. You will receive a confirmation message from Morgan Stanley with a summary of your transaction.

Contacting Morgan Stanley

If you are unable to transfer money online after following the steps above, you can contact the Morgan Stanley customer support team through a call to ask for help.

You can also live chat with Morgan Stanley or send them an email. Morgan Stanley is also available on Facebook and Twitter .

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Christian has been writing about long hold times and customer service call center experiences since 2010. He's been featured in Bloomberg, the Wall Street Journal and the Boston Globe.

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