Investor Presentaiton
Morgan Stanley EXTRADE
5 Technology Penetration and Service Capabilities Will Help
Capture Greater Share of Wealth
Morgan Stanley (1)
E*TRADE (2)
Pro Forma
Client Assets Held Away
($Tn)
$2.6
$1.5
$3.2+
~$7.3+
Retail Clients
Stock Plan
Participants
Retail Clients
Combined
and Stock Plan
Participants
Growth Opportunities to
Capture Assets
Deepen relationships with
E*TRADE clients with
attractive demographics
Accelerate combined
Workplace efforts
Capture self-directed assets
of Morgan Stanley clients held
away
Provide advisory product
offerings to E*TRADE clients
Establish advice
relationships with E*TRADE's
Stock Plan Participants
Position Morgan Stanley to
become the primary banking
relationship for our clients
The End Notes are an integral part of this Presentation. See slides 19-22 at the back of this presentation for information related to the financial metrics and defined terms in this presentation
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