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 a third-party user, such as an accountant or attorney, access to see your account information and download relevant account documents. You can specify which accounts the third-party user can access. Third-party users typically have view-only access and cannot perform transactions like trading, transferring money, or paying bills.Bank terminology
| Concept | Morgan Stanley Private Bank term |
|---|---|
| Delegated user | Third Party User |
| Admin | Account Owner |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click
Add new user.Enter the required details, including the username and password, as prompted by the interface.3. Configure permissions and account access
3. Configure permissions and account access
Select the specific account access permissions you wish to grant to this Third Party User.
4. Finalize
4. Finalize
Agree to the terms and conditions of the Third Party User Management Agreement to complete the setup.
Important notes
Use one user per account if separate connections are required.