[EXPIRED 12/1/2022] How to Open a Morgan Stanley Access Investing Account (for the AMEX Platinum)
Stan The Credit Frog Stan The Credit Frog
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 Published On May 2, 2022

THIS ACCOUNT IS NO LONGER AVAILABLE

To be eligible to apply for the AMEX Morgan Stanley Platinum card, we’re going to open a Morgan Stanley Access Investing Account.

One of the requirements for opening this card is having an eligible brokerage account with Morgan Stanley, and the cheapest available option to do so is with their Robo-advisor platform, Access Investing.

As of the recording of this video, this card has a sign-up bonus of 100,000 Membership Rewards Points after you spend $6,000 on purchases in your first 6 months of card membership.

I recently opened a Morgan Stanley Access Investing account myself and realized along the way, that this process was not as straightforward as I expected it to be, so I’m going to walk you through what I did, and hopefully make this experience much easier for you.

Once the Access Investing account is funded with at least $5,000, you now can open up the American Express Morgan Stanley Platinum card. The benefits of this card as compared to the classic American Express Platinum Card would be the new signup bonus if you haven’t had this card already as well as getting a free authorized user, which would normally cost $175 per year. In addition, you have the opportunity to qualify for an engagement bonus of $695 per year if you also decide to open up a Platinum CashPlus Account with Morgan Stanley.

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Chapters:
00:00 Intro
01:00 How to Start
02:16 Opening the Account
06:16 Conservative Index Portfolio
06:28 Moderate Index Portfolio
06:40 Aggressive Index Portfolio
06:52 Finish Opening the Account
07:47 How to Add an External Bank Account
08:13 Why an AMEX MS Platinum Card?
08:54 Outro

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Disclaimer: I am not a financial advisor, accountant, or lawyer. I do not provide financial, tax, or legal advice. This video, and any ideas presented in it, are opinions and are provided for entertainment purposes only. Please do your own research and consult your own financial or legal professional for specific advice.

#morganstanleyaccessinvesting, #morganstanleyplatinum, #morganstanley

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