Offering education, on-demand content, and access to personalized financial guidance, the program provides the tools and information you need to take control of your financial future.
To obtain program details and access resources, set up an account on the Morgan Stanley Financial Wellness site.
Key features at a glance
The Morgan Stanley Financial Wellness Program can help you reach your financial goals, no matter where you are in life — just starting your career, approaching retirement, or somewhere in between. With resources to support a range of financial priorities, the program can help you:
- Deepen your overall financial knowledge.
- Make smart financial decisions.
- Chart an overall path to improved financial health.
- Create a targeted financial strategy for short-term and long-term goals.
- Find the best refinancing option for student loan.
How the Financial Wellness Program works
The program consists of five components, briefly summarized below.
Digital Education Portal
Use the digital education portal to explore a range of financial topics, based on your individual needs.
Financial Coaching
Work with a coach one-on-one to accomplish your financial goal, whether it’s buying a house or learning to manage debt. Call 888-724-2330 to schedule an appointment.
Financial Planning
Choose from a free, one-time focused financial consultation or two options for paid comprehensive annual financial planning. Get started.
Financial Education
Access live webinars and seminars conducted by financial experts. In addition, your Financial Wellness Digital Portal offers a variety of content to help you navigate your financial journey. Explore content and register for upcoming live webinars.
Student Loan Refinancing
Compare prequalified student loan refinancing rates and review financing options through Credible, an online marketplace, which can be accessed by logging into your digital portal.
Eligibility
The program is available to all full-time and part-time team members.