Morgan Stanley has sent out an e-mail to Morgan Stanley Access Investing informing them that in early 2026 this account will be closed. This seems to be affecting all account holders, even if you have $5,000+ in the account (this was a previous work around for the CashPlus accounts that were closed). Many readers have these accounts as a work around to get and keep the Morgan Stanley Platinum card.
Full e-mail as follows:
We thank you for the opportunity to serve your financial needs and are committed to keeping you informed about matters affecting your account(s) and the solutions available to you.
What you need to know:
Because you have assets invested in a Morgan Stanley Access Investing® account, we are notifying you that effective early 2026, Morgan Stanley will no longer support this product. See below alternatives that may serve your investing needs:
-
If you have another Morgan Stanley relationship (e.g., brokerage, Virtual Advisor or E*TRADE from Morgan Stanley account), you may be able to transfer the assets from your Morgan Stanley Access Investing account into one of those existing accounts.
-
If you wish to maintain an automated investment account, you may transfer the assets in your Access Investing account to a Core Portfolios account available on etrade.com. Please visit etrade.com/what-we-offer/our-
accounts/core-portfolios for more information about the product. -
If you do not have another existing Morgan Stanley relationship, please visit morganstanley.com/what-we-do/
wealth-management to review the available investment solutions. -
You may also transfer the assets to another financial institution or liquidate and close your Access Investing account. Tax consequences may apply.
