Your Active Assets Account gives you the reports you need when you need it. With your Active Assets Account, you receive exceptional financial updates, real-time account information and other practical services.
- Comprehensive Monthly Statements- Enjoy a clear and detailed picture of your account
- Annual Summary Statement- Your year-end report is designed to help with tax preparation* as well as provide a in-depth look at your portfolio
- Gain and Loss Summary- The Gain and Loss Summary provides details on your investment portfolio including purchase date, purchase price, market value and sales proceeds, so you can review and monitor realized and unrealized capital gains and losses.
- Online Account Information- No matter where you are, account information is always at your fingertips.
- Statement Linking Service- This practical service allows you to receive multiple Morgan Stanley Smith Barney account statements together in one envelope, accompanied by an easy-to-read summary page that reflects the month-end value of each account.
* Morgan Stanley Smith Barney and its Financial Advisors do not provide tax advice. Individuals should consult their personal tax advisor regarding their particular tax situation.
The Active Assets Account is a brokerage account with Morgan Stanley Smith Barney LLC. Where appropriate, Morgan Stanley Smith Barney has entered into arrangements with licensed banks to assist in offering certain services. Morgan Stanley Smith Barney LLC is a registered broker-dealer, not a bank.
