Morgan Stanley Access Direct Account Types

　　Morgan Stanley Access Direct offers a self-directed brokerage account that provides flexibility for managing investments and everyday finances. The account types include:

• Self-Directed Brokerage Account: This is the primary account type for individuals looking to manage their investments independently. It features:
• $0 commissions for online stock and ETF trades.
• No account minimums required.
• Access to Morgan Stanley's proprietary research and educational content.
• Tools for performance reporting, watch lists, and investment insights.
• Integration with Shareworks: The Access Direct account integrates seamlessly with Shareworks by Morgan Stanley, allowing users to manage their equity awards alongside their investments.

　　

Morgan Stanley Access Direct Broker Account Opening Process

　　To open a Morgan Stanley Access Direct account, follow these steps:

• Eligibility: Ensure you meet the following criteria:
• Must be a U.S. resident (excluding Section 16 and Form 144 insiders).
• At least 18 years old.
• Registered on Shareworks.
• Account Opening:
• Log in to your Shareworks account.
• A pop-up will appear prompting you to open the Morgan Stanley Access Direct account. Click on "Open Now."
• Verify your email address.
• Complete the standard account opening and Know Your Customer (KYC) questions.

• 　　Confirmation: After finishing the account opening process, you will receive a confirmation screen indicating that your account has been successfully opened.

• 　　Access Features:

• Once your account is active, you can order a debit card, access your account online, view research, and utilize the account aggregator tool.
• Transfer Shares: If you have shares in Shareworks, you can easily transfer them to your new Morgan Stanley Access Direct account through the Shareworks platform.

　　For further assistance, you can contact the Morgan Stanley service team at 866-227-2737.