Reserved offers world-class benefits, invitations to VIP Events and exceptional offers provided by renowned companies, and premier Morgan Stanley services to qualifying clients.* This website is a preview of the Reserved experience. The exclusive Reserved Client Service Center is available to Reserved clients 24 hours a day, seven days a week to answer your Morgan Stanley and Reserved questions.
* Households with a minimum of $1 million in Eligible Assets and Liabilities or have paid at least $10,000 in Commissions or in Managed Account Fees are automatically enrolled in Reserved. There is no cost to be enrolled in Reserved. Qualification levels subject to change.
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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.
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.
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. 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.
Please be advised by clicking on a third party URL or hyperlink, you will leave msreserved.com. Morgan Stanley Smith Barney LLC is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the web site. Morgan Stanley is not responsible for the information contained on the third party web site or your use of or inability to use such site. Nor do we guarantee their accuracy and completeness.
Participating Reserved partner offers are subject to change
© 2015 Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.
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Reserved Living & Giving offers compelling services, exciting experiences and thought-provoking content to qualifying clients. Through their participation in Reserved Living & Giving, clients and their families can discover opportunities to share what matters most and explore, learn, grow and give back.
To qualify for Reserved Living & Giving, a client's household must have and maintain a minimum of $1,000,000 in eligible assets and liabilities, or have paid at least $10,000 in managed fees/commissions. There is no cost for the client to be enrolled in Reserved Living & Giving and no membership card is required.
Households must have and maintain a minimum of $1,000,000 in eligible assets and liabilities, or they must have paid at least $10,000 in managed fees or commissions to automatically qualify for the Reserved program at no cost. To obtain the Reserved Living & Giving benefits, one additional action is required—no cost enrollment by the qualifying client via Morgan Stanley online or msreserved.com. Qualification levels are subject to change.
Households are evaluated weekly to verify they meet the minimum in eligible assets and liabilities or managed fees/commissions paid.
Reserved Living & Giving is extended to your eligible family members as long as the accounts are all properly householded together.
Reserved Living & Giving status and benefits do not apply to households with ERISA accounts, certain types of business accounts and Private Foundations, Family Foundations, and Charitable Organizations which are not considered solely or family owned, guardianships (if the guardian is not an individual) and irrevocable trust and estate accounts. These will not be considered eligible to be grouped within your personal household.
How is a household created?
Householding consists of formally grouping eligible accounts of either a single client or multiple clients, and establishing one of the accounts as the Head of Household (HOH). Each household is initially created as a 'household of one' and the account owner is, by default, designated as the Head of Household. The creation of a multiple client household is based on eligible relationship types, relative to the Head of Household. Additional accounts added to the household are designated by one of the eligible relationships listed below. Accounts may be householded at any time.
The Firm has defined a household as a straight linear generation. As of June 1, 2015, the eligible relationships are as follows:
-Domestic partner (requires same address as Head of Household)
Reserved Partners Offers and ExperiencesKnowledge Bank
Have access to compelling discounts and special offers from firm vetted Reserved Living & Giving partners including premier access to hard-to-get tickets; discounts of thousands of dollars on the purchase of a Mercedes-Benz, Lexus or Cadillac; complimentary membership to luxury travel planning; discounts on a wide range of gifts from retailers including Red Door Spa, Tourneau, Godiva, and Dean and Deluca; and many more.
Receive content from Morgan Stanley thought leaders about family finances and investing, as well as information from our select, firm vetted Reserved Living & Giving partners about insurance, cybersecurity, family travel ideas and lifestyle. Resources include a curated collection of articles and videos chosen with your interests in mind.
Consider special opportunities and philanthropic ideas to help you and your family learn how to be more effective philanthropists; explore examples of giving by Morgan Stanley, clients and Reserved Living & Giving partners; and engage in your own giving.
Participating Reserved Living & Giving partner offers are subject to change and new Reserved partner offers will be regularly added to the program. Visit the Reserved Living & Giving website often for updated offers and experiences made available exclusively for Reserved Living & Giving clients.
Each offer has an expiration date. Please go to the specific Reserved Living & Giving partners for the services or products that interest you to get expiration dates and other details on terms and conditions.
There is no cost to enroll, although certain individual offers may have costs associated with them.
Morgan Stanley does not share any client information with any Reserved Living & Giving partner. However, should you decide to redeem Reserved Living & Giving partners offers, it will be necessary to share certain personal information so that the participating brands can grant you special codes, pricing or discounts that are part of the program.
No, there is no card associated with Reserved Living & Giving. To receive discounts or offers, simply review each specific Reserved Living & Giving partner offer for information on how you can redeem it.
Participating Reserved Living & Giving partner offers are subject to change.
Based upon certain Reserved Living & Giving partners' agreements, Morgan Stanley may receive a portion of the revenue those Reserved Living & Giving partners realize from the services rendered and/or products sold to or booked by Reserved Living & Giving clients.
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