Morgan Stanley Wealth Management is set to consolidate its robo-advisor solution, Access Investing, under the ETRADE platform. The company has joined with ETRADE to present Core Portfolios, a digital Investing platform that is also known as a robo-advisor. Morgan Stanley plans to shift Access Investing to its E-Trade ecosystem and soft close it to new clients in December.
Investors are likely to benefit from the consolidation as it will provide them with a more comprehensive range of services and products. The company will phase out Access Investing, the digital advice platform it launched in 2017, and offer only E*Trade's Core Portfolios.
E*Trade's Core Portfolios offers access to a range of investments, including stocks, ETFs, mutual funds, and bonds. Investors can access a range of asset classes, including equities, fixed income, and alternative investments. The platform also offers users access to tax-advantaged accounts such as IRAs and 401(k)s.
In addition to providing access to a range of traditional investments, the platform also offers a range of socially responsible investment options. These include investments that focus on environmental, social, and governance (ESG) issues. Investors can also access a range of impact Investing options that focus on specific social and environmental objectives.
The platform also offers users access to a range of tools and resources to help them manage their portfolios. These include portfolio analytics, risk management tools, and research. The platform also offers users access to a range of educational resources to help them better understand Investing and make informed decisions.
Morgan Stanley Wealth Management is committed to making Investing easier and more accessible for Investors. The company is also committed to providing its clients with access to a range of resources and tools to help them manage their portfolios.
Listen as host Carla Harris talks with those who are using their experiences to democratize access to real estate Investing and make it more accessible. With the consolidation of Access Investing under E*Trade, Morgan Stanley is making it easier for Investors to access a range of investments and resources.
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