Morgan Stanley - External Investment Manager

Last updated: July 1, 2025

Morgan Stanley Smith Barney ClientServ – MSS Download

FI ID: 97880

Access Level: Advisor/Firm

  1. This feed is for external Investment Managers registered on Morgan Stanley's Advisory Platform.

  2. Users should contact the Morgan Stanley Relationship Manager or [email protected] to ask that accounts be set up with the generic daily data download files for access on the MSSB website.

  3. Morgan Stanley will provide a questionnaire required for completion.

  4. Once the setup is complete, Morgan Stanley will assign the new credentials for accessing the files. ByAllAccounts is not involved in this process.

  5. User can set up credentials provided by Morgan Stanley in AccountView for data aggregation.

  6. Contact Greenboard once you have completed the steps and we can coordinate next steps.