Manage Your ClientServ Portfolio Online

If you have an account at Morgan Stanley, then you have access to a useful site through which you can manage all of your accounts. Through this portal, you can not only check on all transactions and account information but you can also utilize services like online trading, money transfers, and even pay bills.

Managing your portfolio with this site is easy and secure. The site goes out of its way to protect their clients with page encryption and other modes of security. If you have a portfolio with Morgan Stanley you can set up your account at

  • To register online, you will need to provide the first 9 digits of your account number, and the last 4 numbers of your Social Security number to verify your identity. You can also register with a passport number and ID. You will then be asked to select a password and provide some security questions. Once this is complete, you will receive a registration code.
  • If you already have an account registered, you can get access to it by logging in with your username and password. If you have forgotten your username, you will need to choose which site you are trying to access, and then input your account number and your Social Security number.
  • If you have forgotten your password, you will be asked for your account number and Social Security number to verify your identity. Then you will be given the chance of resetting your password.

Through this site, you can find a branch of Morgan Stanley near you and get access to questions about investment options. Whether you run a small business or need to keep track of your business’ equity information, you can do all of this through this site. If you want to learn more about the site, they even have a site tour that can show you all the services you can gain access to once your register an account. They have a technical support team ready to help you, as well, to ensure that your experience with their portal is a positive one. Begin by going to