Documentation Index
Fetch the complete documentation index at: https://docs.waycore.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Morgan Stanley Online allows you to provide others with view-only access to your online account by creating a Third Party User. While third-party users can have access to the accounts you specify, they cannot perform transactions like trading, transferring money, or paying bills.Bank terminology
| Concept | Morgan Stanley term |
|---|---|
| Delegated user | Third Party User |
| Admin | Account Owner |
Setup steps
1. Navigate to Third Party Management
1. Navigate to Third Party Management
2. Add a Third Party User
2. Add a Third Party User
Click Add new user.Provide the requested information for the Third Party User:
| Field | Notes |
|---|---|
| First Name | Required |
| Middle Name | Optional |
| Last Name | Required |
| User Name | Required |
| Password | Required |
3. Assign account access
3. Assign account access
During the user creation process, select the specific accounts you want this Third Party User to have access to.
4. Accept and enroll
4. Accept and enroll
You will be required to agree to the terms and conditions of the Third Party User Management Agreement.Click Accept and enroll to complete the setup.