MS-Private
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MS-Private
Help + supportFind an advisor / branch
Apply to become a client
Takes about 5 minutes. Applications are reviewed before an account is opened — you'll only fund it if approved.
1Personal
2Employment
3Investing profile
4Account
5Documents
6Review
Personal details
Investor countryCurrency USD · SSN · IRS W-9
Employment & finances
Investment profile
This shapes the strategies your advisor can recommend. Pick what fits best today — it can be updated later.
Account preferences
Verify your identity & funds
Required before your application can be reviewed. PDF, JPG or PNG, max 10 MB each.
Government-issued ID
Passport or driving licence — photo page
Proof of address
Utility bill or bank statement, dated within the last 3 months
Proof of funds
Recent bank statement, payslips, or completion statements from a sale
Review & submit
I confirm the information provided is accurate and I understand this is an application — an account is opened only if approved.
I agree to the account terms, privacy notice, and e-delivery consent.
Application received
Reference · we'll contact you within 2–3 business days.
Application submitted
Just now
Under review
Identity, suitability and funding-source checks
Decision
You'll be notified by your preferred contact method
Fund your account
Only if approved — bank transfer, wire, or check
You're approved, Jordan
Your account is open. Fund it when you're ready — it's not active for trading until then.
Application submitted
Approved
Advisor assigned: your relationship manager
Fund your account
Bank transfer, wire, or check
MS-Private
Operations dashboard
Assets under management
$0
No clients yet
Active clients
0
Add your first client
Pending applications
0
Pipeline is clear
Trades this month
0
No open requests
Pending client deposits
ReferenceClientMethodAmountStatus
Confirm a deposit to credit the client\'s available balance instantly.
Latest client activity
No activity yet — client logins, trades, and messages will appear here.
Client accounts
ClientAccountAdvisorStatusAUM
Trade requests
Submitted from client portals — contact the client to execute
ReceivedClientActionAssetQtyOrderStatus
Client interactions
TimeClientTypeDetail
Client purchases
DateClientAssetSideQtyPriceAmountStatus
Manage investments
Edit holdings, correct positions, or add assets to a client account
AssetCategoryQtyPriceValue
Total holdings value$0
Add holding
Relationship managers
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Application pipeline
Send applications, copy the application link — anyone who starts becomes an applicant here automatically
Send a new application
The prospect receives an email with a secure link. Their progress appears on the board below in real time.
Payment instructions
Workflow: Draft → Pending Approval → Approved → Released/Processed
New payment instruction
Debit account: · for
Created as Draft — the client reviews it in their portal and initiates the payment, then it flows through approval and release. Beneficiaries can be anything — funds, third parties, new accounts each time.
InstructionTypeDebit accountBeneficiaryAmountPay dateStatus
Authorization controls: release requires approval by a second authorized user. All actions are written to the audit log with the previous state preserved.
Move money
Deposits and withdrawals booked against a client account — every movement is written to the server audit trail
Book a movement
Deposits credit the account immediately · withdrawals are checked against available cash
Available to withdraw: $0.00
Movements
ReferenceClientDirectionAmountBookedBy
Activity & audit history
Audit trail
Internal relationship notes
MS-Private
Help + support
Viewing as — staff read-only preview
 
· as of market close · Live · updated just now
Total value
 
Stocks
 
Bonds
 
Pre-IPO
 
Performance
Allocation
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Your advisor
Replies within 1 business day
Equities · 14 positions
$2,985,405 market value · +$41,230 (1.4%) today
TickerCompanyQtyPriceDay %Value
No positions in this category yet.
TickerCompanyQtyPriceDay %Value
No positions in this category yet.
TickerPre-mkt priceMoveSessionQty heldValue
No positions in this category yet.
Fixed income · 8 positions
$1,690,145 · 4.38% avg yield · next coupon in 12 days
HoldingCouponMaturityRatingYTMValue
No positions in this category yet.
HoldingCouponMaturityRatingYTMValue
No positions in this category yet.
ProductUnderlyingMaturityCouponValue
No positions in this category yet.
Cash / Liquidity · $652,470
Blended yield 4.29% · fully liquid positions
Balance typeAmountNote
Nothing in this category yet.
Fund7-day yieldValue
Nothing in this category yet.
Bank CDAPYMaturityValue
Nothing in this category yet.
T-billTermYieldValue
Nothing in this category yet.
No pre-IPO positions yet
Your advisor will notify you when private-market allocations are available.
Looking for access?
Upcoming funds and secondary opportunities, vetted by your advisory team.
Your certificates
Official records of your bond holdings and fund investments
No certificates yet
Bond certificates are issued automatically as fixed-income holdings are added.
Submit a document
Upload AML, KYC or tax documents — give each one a clear title so compliance knows what they're reviewing.
Documents
DocumentTypeStatusDate
Payments to make
Instructions from your advisory team — review and initiate
InstructionTypeBeneficiaryAmountPay byStatus
Initiated payments go through approval and release before funds move. Every action is recorded in the audit trail.
Move money
Available to withdraw: $52,470.18 · Deposits credit after 1–3 business days
Deposits show as Pending until our team confirms receipt.
Recent deposits
ReferenceAmountMethodStatus
Recent withdrawals
ReferenceAmountStatus
Account Management
Your profile, payout details, security and notification preferences
Profile details
Security
Want to close your account? Accounts can only be closed through your advisor — .
Notifications
Monthly statements
Email me when ready
Price alerts
Positions move ±5% in a day
Advisor messages
Replies from your advisor
Pre-IPO opportunities
New allocations matching your profile
Marketing updates
Market insights and events
Where your funds go
Payout account — where withdrawals and returned funds are sent. Changes here require a one-time verification.
For large changes, your advisor may call to confirm. Wire fraud warning: we will never ask you to move funds to a "safe" account.
Preferences
Some preferences (currency, tax residency) require advisor approval to change.