Setting up user access in Morgan Stanley

On Morgan Stanley Online, you have the ability to provide a third-party user—for example, accountants or attorneys—access to see your account information and download relevant account documents. While third-party users can have access to the accounts you specify, they cannot perform transactions like trading, transferring money or paying bills.

Steps to provide View-Only access:

1. Log in and navigate to Services.
2. Select "Security Center."
   
3. Navigate to Third Party Management and click Edit.
   
   
4. Adding a Third Party User under Third party Management:
   1. Click Add new user
    
   2.Enter the required details, including the username, password, and the specific account access permissions you wish to grant to this Third Party User.
   
   3. You will be required to agree to the terms and conditions of the Third Party User Management Agreement.
   

Editing or Removing a Third Party User:
1. Navigate to Services, select Security Center, navigate to Third Party Management and click Edit.

2. Click Edit or Delete next to the Third Party User you wish to change:

a) Edit: Provide the requested information and click Save.
b) Remove: Click Delete on the Delete This Third Party User pop-up.