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Morgan Stanley's Platinum and Gold Benefits Programs are specially designed to benefit our most valued clients with some of our best benefits available today.
These programs may offer you ways to significantly reduce the costs of managing your investment accounts. Beyond the tangible savings, you may qualify for enhanced financial tools and services.
Importantly, you can share these valuable benefits with your family - and possibly qualify for a higher benefit level - by grouping accounts into a Morgan Stanley Household. Your household can include children, parents, siblings, domestic partners, and others1.
Each member can enjoy some of these even if you work with different Morgan Stanley Financial Advisors. And be assured, your privacy and security is fully protected. You only share benefits - not account statements or other financial information.
To qualify for these exceptional benefits, your household must achieve certain total asset levels, through balances in selected accounts2, or by the combination of account activity and account balances.
Now is the perfect time to find out more about Morgan Stanley’s Platinum and Gold Benefits Programs, and to see how you can share these special advantages with your loved ones.
Ask a Morgan Stanley Financial Advisor for more information.
1 Consent may be required for a client to be included in your household.
2 Selected assets are specifically defined by Morgan Stanley.
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