Frequently Asked Questions

Why have I received this email?

Morgan Stanley wrote to you in July 2024 informing you that your account will close. Your CHESS Holder Identification Number (HIN), Sponsorship Agreement and associated investments will be transferred to Ord Minnett on or after Friday 18 October 2024, unless you opted out of the transfer process. As you have not opted out, your details have been shared with Ord Minnett so you can continue to be offered a trading and financial advice service.

If you need any assistance regarding the closure of your account at Morgan Stanley, please contact their Client Service Team on mswmaclientservice@morganstanley.com, or +61 3 9188 2429.
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How do I start trading with Ord Minnett?

You will need to complete the Ord Minnett account opening process, which includes providing Ord Minnett with your identification and banking details and agreeing to our terms of service. Your Ord Minnett Private Wealth Adviser will assist you with this process.
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When can I trade with Ord Minnett?

Once you have completed the Ord Minnett account opening process, you will be able to trade with Ord Minnett from Monday 21 October 2024.
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What do I do if I need to trade prior to Monday 21 October 2024?

You can place a trade with Morgan Stanley anytime up to and including Thursday 10 October 2024. To facilitate a smooth transition, Morgan Stanley will be locking your account from Friday 11 October 2024 to ensure all trades are settled ahead of the transfer to Ord Minnett on Friday 18 October 2024.
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To trade with Morgan Stanley, please contact their Client Service Team on mswmaclientservice@morganstanley.com, or +61 3 9188 2429.
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What services does Ord Minnett offer? 

Ord Minnett is one of Australia’s leading wealth management and investment firms. We offer financial advice, stockbroking, investment portfolio construction and management, Self-Managed Super Funds (SMSF), superannuation, retirement, estate planning service and more. To learn more about what we offer please go to our website ords.com.au.
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If I need to speak to someone today, who do I contact?

Contact Ord Minnett directly via newclientenquiries@ords.com.au, or 1800 221 697.