Morgan Stanley Smith Barney
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Map & Directions
1700 Standiford Ave # 340
Modesto, CA 95350
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209-527-3300
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About Morgan Stanley Smith Barney
- Hours
- Mon-Fri 9am-5pm
Finance
Since my father died two months ago, I've been trying to transfer his Morgan Stanley accounts to my siblings and me through Morgan Stanley's Modesto branch, where he held the accounts -- with nothing to show for my efforts but frustration, and silence from MS. We are the successor trustees of his Trust, so there are no obstacles to these transactions other than those that Morgan Stanley has put up themselves.
But obstacles there have been. Some clearly result from a lack of professional competence, and some from a simple lack of caring. I even suspect intentional foot-dragging to stall a significant transfer of funds out of Morgan Stanley accounts.
Other brokerages that I've spoken to (Vanguard, Fidelity...) say that they would have had these transactions completed in a matter of days. We certainly will not be keeping any accounts with Morgan Stanley.
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Since my father died two months ago, I've been trying to transfer his Morgan Stanley accounts to my siblings and me through Morgan Stanley's Modesto branch, where he held the accounts -- with nothing to show for my efforts but frustration, and silence from MS. We are the successor trustees of his Trust, so there are no obstacles to these transactions other than those that Morgan Stanley has put up themselves.
But obstacles there have been. Some clearly result from a lack of professional competence, and some from a simple lack of caring. I even suspect intentional foot-dragging to stall a significant transfer of funds out of Morgan Stanley accounts.
Other brokerages that I've spoken to (Vanguard, Fidelity...) say that they would have had these transactions completed in a matter of days. We certainly will not be keeping any accounts with Morgan Stanley.
