Disclosure Library

We like when our customers want to learn more. Here are some of the key disclosures to help you do just that.

Asset Protection

Bonds

Business Resiliency Plan

Closed-End Funds

Credits and Offers

Cryptocurrency Related Products

Educational Content

Entity Information

ERISA Section 408(b)(2)

Exchange-Traded Funds

Exchange-Traded Notes

Extended Hours Trading

Futures and Futures Options

Important Account Information for Self-Directed Accounts (Applicable only to account held at Morgan Stanley Smith Barney)

Inverse/Leveraged Exchange-Traded Funds

Investment Risks

Margin

Market Data

Morgan Stanley Client Relationship Summary

Mutual Funds

Options Price Reporting Authority

Options Trading

Order Handling

Order Types

Over-the-Counter (OTC) Equities

Unit Investment Trusts

U.S. Privacy Policy and Notice

Quarterly 606 Report

Social Media

Statement of Financial Condition

Stock Plan Accounts

Systems Disruptions

Tax Records

Tools
When we say “E*TRADE” in our disclosures, we’re referring to E*TRADE from Morgan Stanley, Morgan Stanley Smith Barney LLC or any affiliated entity of Morgan Stanley. For more information, please see Entity Information.