Banking and Lending
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PCM Benefits
Who's Who
All Things Digital
100

Some people still owe lunch money to their high school buddies.  They can clear the air before the next reunion with this handy service that allows them to send or receive money in minutes with almost anyone they know via an e-mail address or mobile phone number

What is Zelle

100

After an average of 12-200 hours of study and sitting for not one but two tests you will receive a one-time bonus of $1000.00 and become a registered one of these

What is a CSA

100

To obtain this status, all you need to do is have monthly direct deposits totaling a minimum of $2,500 and have a minimum of 5 transactions from the following; debit card, ACH, check, mobile deposits, Zelle, bill pay or Morgan Stanley AMEX card activity

What is Premier Cash Management or PCM

100

This person enjoyed 15 years of post-card perfect beaches and endless sunny days in San Diego

Who is Nancy Kevlahan

100

Kermit the Frog might be thinking "Hey, it IS easy being green" with this service; a convenient, safe and green way to stay up to date with your Morgan Stanley accounts and investments.  By registering, you no longer have to wait to receive paper account documents in the mail

What is eDelivery

200

Wilma Flintstone, wanting to keep up with her futuristic friend Jane Jetson, uses this to check her balances, set up and receive alerts, make transfers, pay bills and make deposits by using her iPhone, iPad or Android device

What is the Morgan Stanley App

200

These people help keep us all walking the straight and narrow, their name sounds remarkably similar to a large black bird

What is a CRO

200

By being a reserved client who is PCM engaged you are eligible to receive a $550.00 annual engagement bonus if you are a card member with this "Don't Leave Home Without it" vendor

What is American Express or AMEX

200

This person, in a moment of temporary insanity, rode an electronic bull and managed to hang on for over 45 Seconds!

Who is Kerry Seitz

200

This is NOT fake news! The New Digital Newsletter will keep you up to date with the latest digital enhancements and announcements.  You can subscribe to this newsletter by taking this action

What is type DIGITAL into a web browser

300
You might need to bring home some extra loot, moolah, bread, ten-spots, bacon or Benjamins.  You could do that with this lending product, a line of credit for qualified clients to borrow against the eligible securities in their brokerage account, while keeping their investment strategy intact

What is Liquidity Access Line or LAL

300

We currently have five in our Complex, who keep encouraging us to use eAuthorizations so they don't need to make post wire callbacks

What is a BSM

300

By engaging in this program you can gain access to; select account and service fee waivers, peace of mind with Identity Protection, enhanced metallic premier debit card with unlimited global ATM fee rebates and no foreign transaction fees

What is Premier Cash Management or PCM

300

This person watched way too many Saturday morning cartoons growing up and knows the Preamble to the Constitution by heart to this day, thanks to School House Rock

Who is Linda Becker

300

By now you might have a treasure trove of digital ideas knocking around in that smart brain of yours.  You may share your knowledge and success stories in Digital Initiatives by doing this

What is type DIGITAL in your browser and click on share your feedback button

400

By utilizing this you can electronically approve wire transactions directly on Morgan Stanley online or via the Mobile App.  This service is so convenient you no longer need an LOA to authorize a wire transfer, no matter the dollar amount!

What is eAuthorization

400

The Harlem Globetrotters have played more than 26,000 exhibition games in 122 countries and territories.  This cutting edge intuitive system, helping us with state of the art client contact, has nothing to do with The Harlem Globetrotters, Michael Jordan or basketball

What is NBA

400

Today Cher might top the charts with a new hit "Scoundrels, Frauds and Thieves", yet Premier Cash Management clients can opt-in and enroll into free credit monitoring services provided by this leading global credit reporting agency

What is Experian

400

This person, having mastered December wheat, feeder cattle and pork bellies, has her Series 3 commodity license

Who is Lisa Lagoon

400

Amazon founder Jeff Bezos surpassed Bill Gates in 2017 to become the richest person in the world.  Imagine the amount of checks he has deposited! This capability accommodates some of the highest deposit limits in the industry.  You can scan and deposit checks drawn on U.S. based banks anytime, anywhere by using this

What is the Morgan Stanley Mobile App

500

Stamp collectors rejoice!  This electronic way of transferring money eliminates our client's need to mail checks to pay for their trades

What is ACH...also acceptable What is FTS

500

Morgan Stanley's senior management created this recognition program for our support staff to recognize all their hard work and efforts assisting our clients in receiving a full suite of benefits and services available to them such as MSO and PCM

What is the ACE Program

500

Elizabeth Taylor's famous engagement ring was a 33.1 carat square diamond ring worth$11.4 million at that time. By engaging in this program, non-reserved clients can receive benefits valued up to approximately $775.00 per year

What is Cash Management Engaged or PCM

500

This person will thwart any officer's field test because she can recite the alphabet backwards!

Who is Beth Heidemann

500

Bank Schmank, you can keep those bunny slippers on as you view balances, consolidate and manage your cash, make payments and transfer funds all from the comfort of home with this site

What is Morgan Stanley Online or Morgan Stanley App

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