Reserved is Morgan Stanley’s client loyalty program, comprising opportunities and offers developed especially for you and your family. This website is your gateway to your personal Reserved experience where you can access world-class benefits, including VIP events and exceptional offers provided by renowned companies, and premier Morgan Stanley services. Plus, the Reserved Client Service Center (1-877-799-6772) is available 24 hours a day to answer your Morgan Stanley and Reserved questions.
Reserved. For you. For your family.
Call the Reserved Client Service Center at 1-877-799-6772. A representative is available 24/7 to address any of your Morgan Stanley and Reserved questions.
Terms & Conditions:
Morgan Stanley Smith Barney LLC reserves the right to change or terminate the Reserved program at any time and without notice.
Reserved program participants' accounts and activity are reviewed periodically to confirm that they continue to qualify for Reserved.
This website comprises links to various outside website(s) and pages. Certain sections of pages on this website may contain separate terms and conditions which are in addition to these terms and conditions. You should read those additional terms and conditions carefully. By accessing such sections or pages, you agree to be bound by those additional terms and conditions. In the event of a conflict, those additional terms and conditions will govern your use of those sections or pages.
By accepting these terms and conditions, you are automatically opted-in to receive periodic marketing emails and communications about your Reserved benefits.
You may choose to opt out of Reserved marketing emails by clicking on the link provided at the bottom of all Reserved marketing emails and through the Reserved client site. This will apply to Reserved marketing communications only.
Any changes to your contact information or additional information provided through the Reserved client website will not be updated to your Morgan Stanley account profile or financial records. In order to have these changes, like an updated email address or name change, apply, please contact your Financial Advisor.
Morgan Stanley Smith Barney LLC shall not be responsible for, and does not represent, products or product providers. The manufacturer's warranty applies to all applicable merchandise offered. The actual merchandise available through the program may vary from pictures and descriptions that have been made available to you. All merchandise is subject to availability. See the details of each of the partner offers for specific partner terms and conditions.
© 2013 Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.
Reserved is a loyalty program for Morgan Stanley's most valued clients and their families. It features an array of exclusive benefits and offerings that Reserved clients can access via this website.
Households with a minimum of $1,000,000 in Eligible Assets and Liabilities are automatically enrolled in Reserved. There is no cost to be enrolled in Reserved.
A household comprises one or more accounts formally grouped under one individual designated as the head of household. Certain accounts can be included in the household if the account owner lives with the head of household and/or qualifies based on his/her familial relationship to the head of household. Eligible family relationships include spouse (or domestic partner), children, parents and grandparents of the head of household. Non-ERISA1 retirement accounts (i.e., retirement plans covering only owner and/or spouse) and family/solely owned entity accounts may be eligible for householding with the personal accounts of the owner(s). Consent may be required for these accounts to be included in a household. Only Eligible Assets and Liabilities will be included in calculating your eligibility for Reserved, and there are restrictions on what account types may be grouped in the same household. If you want to include IRAs and/or other retirement accounts in your household, you should contact your legal or tax advisor to understand any possible unanticipated tax consequences of householding such accounts.
By including your own accounts and those of other eligible family members in one household, you may achieve Reserved status and share Reserved benefits with members of your extended family.
Self (same as head of household)
Domestic Partner (requires same address as head of household)
Reserved features an array of premium benefits and offerings specially designed to expand your Morgan Stanley experience beyond wealth management.
Reserved Exclusives: World-class experiences, offers and opportunities from reputable companies that have been hand-selected for you and your family and cater to your diverse, choice interests. Offers include discounts on memberships and tee times from Tour GCX GOLF, exclusives from Omni Hotels & Resorts, and special savings at Tourneau stores nationwide.
Reserved Gateway Benefits: The Firm's best offers, including top-tier financial benefits such as extensive fee waivers (including IRA, stopped check fees and legal transfers), priority assistance from a dedicated Client Service Center, privileged use of our Wealth Planning Centers and much more. Restrictions may apply.
To find out more about each of the partners, click on the “learn more” link for each partner to see an expanded view of the offer and how to redeem. You can also click on contact us for the Reserved Client Service Center to call for more information.
New Partner Offers will be continually added to the program. Visit the Reserved website often for updated offers, experiences and discounts made available exclusively for Reserved clients.
Each offer has an expiration date. Please go to each specific partner for expiration information.
There is no cost to be enrolled in Reserved and access these benefits and offers. For each of the Partner Offers, experiences and discounts on merchandise, there may be a cost associated. Please see the specific Partner offer for the cost associated.
Morgan Stanley is NOT sharing any client information with any partner.
No, there is no card associated with Reserved. To receive discounts or offers, simply review each specific Partner Offer for information on how you can redeem it.
1 The Employee Retirement Income Security Act of 1974 (ERISA) is a federal law that sets minimum standards for pension plans in the private industry. ERISA-qualified plan accounts are ineligible to be grouped within a personal household.
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