Morgan Stanley Private Bank
We don’t just help one kind of person. Or one kind of business. Or one kind of nonprofit, family, or trustee. We have a variety of plans for many different investors or traders, and we may just have an account for you.
Morgan Stanley Private Bank
Individual and Roth Individual 401(k)
SIMPLE IRA
SEP IRA
Investment-Only Account
Account FAQs
Online
1. Choose the type of account you want. Then complete our E*TRADE from Morgan Stanley brokerage or Morgan Stanley Private Bank online application.
2. For bank and brokerage accounts, you can either fund your account instantly online or mail in your direct deposit.
By Mail
1. Download an application and then print it out.
2. Complete and sign the application.
3. Send the application with a check made payable to E*TRADE from Morgan Stanley or Morgal Stanley Private Bank (depending on the type of account you’re opening) to the appropriate address.
Simply call us at
You can start trading within your brokerage or IRA account after you have funded your account and those funds have cleared.
Yes, you can roll over your 401(k) or other employer-sponsored plan to an E*TRADE IRA.
Choose the method that works best for you:
Transfer money electronically:
1.Use our Transfer Money service to transfer within 3 business days.
2. By check: You can easily deposit many types of checks.
3.By wire transfer: Wire transfers are fast and secure.
4.Transfer an account: Move an account from another firm.