About Reserved Living & Giving

Reserved Living & Giving is a complimentary loyalty program for eligible Morgan Stanley clients* designed to enhance your lifestyle and go beyond traditional wealth management services. The program provides access to exclusive offers and discounts from premium and emerging brands, timely articles from Morgan Stanley thought leaders and others, and philanthropic inspiration.

Once you enroll, Reserved clients can access benefits such as discounts on best-in-class providers of travel planning, boutique wine sourcing, theme parks, art advisory, Broadway shows, health and wellness services and preferred pricing on a selection of luxury vehicles.

The exciting Insights & Inspiration section of the website contains exclusive content on topics including family finances, healthy aging, travel, and philanthropic ideas to help clients and their families engage in giving.

The offers and articles featured on the Reserved Living & Giving website are regularly updated to meet the needs and preferences of our valued clients.

Although the program is complimentary, it is not automatic. In order to access the benefits:

• Click Enroll Now at the bottom of this page and follow the enrollment instructions.

• In addition, Morgan Stanley Online users can log in by clicking on the Reserved Living & Giving banner on the home page.

• If you have trouble logging in, contact the Client Service Center at 1-877-799-6772 to request your enrollment information or ask your Financial Advisor to have it sent to you.

Not yet Reserved?

• If you are a client who does not yet have Reserved status,* contact your Financial Advisor to discuss ways you can qualify.

• Not yet a client? We invite you to continue exploring this website. If you’re interested in speaking with a Morgan Stanley Financial Advisor in your area, click here to find a list of offices and representatives.

Morgan Stanley Wealth Management

Morgan Stanley Wealth Management is one of the largest, most established wealth management businesses in the industry. With many years of wealth management experience, Morgan Stanley’s CEO and senior management team are committed to the ongoing development of highly trained professionals and continued expansion of an outstanding platform of products and services covering a wide range of needs.

* To qualify for Reserved at no cost, a client’s household must have and maintain $1 million in Eligible Assets and Liabilities or have paid at least $10,000 in annual managed fees/commissions (Compensable Revenue). Annual managed fees/commissions paid is generally defined as revenue generated in fee-based accounts and commissions generated in non-fee-based accounts, and is calculated on a rolling 12-month basis. Not all revenue is included. Morgan Stanley reserves the right to exclude certain items of revenue at its sole discretion.

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