Instructions

All requests should be sent by your firm directly to Morgan Stanley via email. Once you receive a confirmation, please provide your Tamarac Support team a list of account names and account numbers to be linked.

The instructions below cover establishing a new Morgan Stanley feed AND adding accounts to an existing feed:

Your firm will need to complete the below three forms and submit them to Morgan Stanley for processing. These can be submitted via email to gwm_data_feeds@morganstanley.com

• Electronic Data Feeds Agreement (Needed only at initial setup):

  • To be completed by an authorized representative of your firm.

  • Envestnet’s name must reflect as the third-party processor, on page 1.
    NOTE: Morgan Stanley is unable to accept electronic signatures on their Electronic Data Feeds Agreement and cannot accept DocuSign under any circumstances. Please have the signer wet/live sign the document and return it to Morgan Stanley for processing.

• MS Initial Questionnaire (Needed only at initial setup):

  • To be completed by a representative of your firm.

  • The password for the excel file is: MSquest

• Electronic Data Feeds Letter of Authorization (Needed for all requests):

  • To be completed by your end client (the account owner)

  • The counterparty on page 1 must reflect your firm's name.

  • NOTE: Morgan Stanley is unable to accept DocuSign signatures on the Letter of Authorization when received from an external party. Please obtain the account owner’s wet/live signature to ensure the form is processed successfully.

Morgan Stanley has historically accepted Letters of Authorization containing electronics signature not generated through DocuSign. (E.g. Adobe electronic signature, etc.), but you should confirm with your Morgan Stanley representative before using an electronic signature to ensure compliance.

APPLIES TO

• Tamarac Reporting